Dan Smaida

I encourage you to think of selling as literally just three steps.  Build a relationship, find the need, meet the need. #advisors #sales #success

You propose right action that seems to make total sense for them, but the Client isn’t buying it. #financialadvisors #investors #investing

You can avoid the trap of Assuming the Need for advice with these straightforward strategies. #advisors #business #success

Simply following a consultative process can remove a significant impediment to building trust and growing Client relationships. #advisors

How do you get Clients to pay attention to your advice when it challenges their beliefs? Use a combination of strategies to increase receptivity.

The most important factor in whether Clients value advice is WHEN you offer it. #financialadvisors #advice #finance