11th May 2023

The secret of successful selling

I first met Jamie Smart nearly twenty years ago and have seen him build two successful businesses and author some excellent books and programmes.

His book, ‘Clarity‘ is a best-seller and I recommend it.

I was re-reading my copy a few days ago and his section on ‘The secret of successful selling‘ caught my attention. He is revealing something that is absolutely fundamental yet really easy to miss. He writes:

‘Every successful sales person knows that the single most influential factor in closing a deal is the client’s experience during the sales process. And what’s the biggest factor that influences the clients experience?

Business Development, John Dashfield, Dashfield Coaching & Development Ltd, Paraplanning

Registration

Free Registration and CPD

Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

You need to be logged in to comment on this article

About Us

Read

Learn

Attend

Connect

My Panacea

Press Centre