Related Posts
Hi Guys, Anyone working in snet project?
More Posts
AMZN buy more or hold?
Additional Posts in Financial Advisors
Woohoo just closed my first client!!!!
I like my clients more than my team/leadership
Has anyone set up a template follow-up email?
Anyone knows about the base for chase PCA?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.




Death by PowerPoint
I was never good with the 1 appointment close. I worked somewhere before that was basically all you were judged on. “Best” brokers usually did the absolute worst job for their clients.
I just remember a conversation I had with a manager back then. “Stop worrying about doing what’s absolutely best for the client, just make them a client."
Like I said in an earlier post reply, you sold you. Even if you didn’t know that’s what you were doing. By showing sincere concern for him you made him buy into you first
Funny how that happens isn’t it! Congrats!