Sara's Daily, Feb 21st 2024
Question from a subscriber:
"I keep getting these rude do-it-yourself prospects who ask me how to solve a problem they are having, with no intention of hiring me. I feel like telling them to take a hike!"
Whoa...not so fast...
When you tell a DIY prospect to take a hike, you are treating them just as badly as they are treating you.
These attitudes are transactional and wasteful.
Remember that all attention is good attention. Don't let narrowmindedness cause you to devalue what may become a valuable relationship!
The next time somebody asks you for free advice, handle it something like this:
Prospect: Do I take Social Security at 62 or should I wait until 65?
You: From what it sounds like, you need a financial plan with a 15 year retirement income schedule. I wouldn't be able to answer that properly without going through this exercise and for that you would have to be my client.
If this isn't the way you want to go, I can refer you to an excellent blog series by a friend of mine which may allow you to figure it out yourself.
What you are doing here is clarifying where the boundary is, which prevents them from walking all over you.
However, you are still helping them solve their problem which increases the chances of a long term relationship, even if they wind up not hiring you.
You don't have to abandon your boundaries - keep those boundaries in place - but just make them soft so you don't push good people away.
Don't throw people away...it can be so much better than that!
Everyone you meet can be an asset to your business, it's a matter of how well you motivate them to rise to the occasion.
BOOM there ya go - and that's today's marketing tip!
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-Sara G
LPL Financial Planner trying to change the world, one financial plan at a time
1 年So... treat others the way you want to be treated. Seems like obvious advice, but the practice is often clouded by our own pride and arrogance. Thanks for the reminder!
Executive Producer at The Real Investment Show w/Lance Roberts; 100% ChatGPT-free Content
1 年A cry for help is a statement of need. You don't necessarily have to completely fill that need, but provide enough of a taste to show that your services are worthy of hire.