"What stumps me is the stickiness of assets even when I thoroughly explain the fees and show my value."

"What stumps me is the stickiness of assets even when I thoroughly explain the fees and show my value."

Question from a subscriber: "What stumps me is the stickiness of assets even when I thoroughly explain the fees and show my value. Have you found this to be that the advisor is not doing a good enough job of showing the value, not pressing enough on the hard sell/following ups, or is it that most people just don’t like change (especially when it comes to their money)?"??


If they responded this way, did you really "show value?"


Or, did you think that you showed value.

?

Take these actions TODAY:

  • Call them and say this: "I wanted to humbly ask you to please forgive me. I failed to understand what you are truly looking to achieve by working with a financial advisor. Would you be kind enough to give me another chance, to talk and see if I can get to the bottom of it?"

Never blame the prospect; even subconsciously.


Just try harder to see yourself as they see you.


Because it is their version of "being shown value" that counts, not yours.


Yeah?


Yah.


BOOM and there's today's marketing tip for 'ya.

?

P.S. If you are finding this newsletter valuable, please feel free to show your support by making a?$20?contribution?via this?PayPal?link?or via Zelle to [email protected].


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Disclaimers


All characters in this article are fictional in nature. Any similarity to individuals, living or dead, is entirely coincidental.


Rates may vary as a function of geographic location due to exchange rate differences, fees, surcharges, and other factors. These offers are limited to the services advertised in the promotions contained on this page. Additional services may be provided at an additional cost at rates that are subject to negotiation.


Nothing in this communication can be construed as legal or compliance advice. For advice about complying with your company’s regulations regarding marketing-related activity, please consult your legal or compliance officer.


Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

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