Are Looking For Something, But You Don’t Know What It Is?

Solutions for Financial Services Professionals

Laura had an an out of the blue telephone call from a financial services prospect that said/asked:

“I am looking for something and I don’t know what it is.”, “I’ve looked at your website and what should I be looking at?”, “What is offered in your programs?” and “How might it benefit me?”

Rather than assume that we know what the financial services professional wanted we sent the following e-mail:

Dear ______________,

Thank you for this morning’s conversation.

In respect to our Leading Advisor Website you asked:

• “What should I be looking at?”
• “What is offered in your Programs?”
• “How might it benefit me?”

The simple answer is first look at:

The Coaching Testimonials page:
<https://leadingadvisor.com/financial-advisor-coaching/testimonials/>

The Coaching Program page:
<https://leadingadvisor.com/clear-your-roadblocks/>

But this may not be providing you with the best service because this could very well overwhelm you, because you are looking for something and you aren’t sure what it is in relation to what we do.

So I have two questions for you:

1. What are the three biggest improvements that you want to make in your business?
2. What are the three biggest roadblock holding you back in your business?

To provide you with more clarity, please complete the Balance * Plan * Reward Scorecard:<https://leadingadvisor.com/complete-your-balanceplanreward-scorecard-here-and-receive-your-free-report/>

If you provide me with your answers then I will be able to better understand how we may be of service to you.

The next step is I will arrange a complimentary call for you and I. The call will be an hour, and I will ask a series of questions. For example, asking you about how you got into the business, what’s your specialty, do you have a vision plan, are you managing your time, are you delegating, how do you do your marketing and sales?

If I believe we can help you, then I will send you a complimentary Values Discovery Assessment that you would complete online. You will complete the Assessment and receive a copy of your Assessment Report, and we would schedule your debriefing call with Simon. Simon will call you and using GTM he will debrief your Values Discovery Assessment with you; identifying your strengths and areas to strengthen.

90% of your success is about why and why not, and if you don’t get the WHY sorted out you won’t get the answers sorted out on what to do.

I’m looking forward to hearing from you.

Best regards,

Laura

PS – To provide you with additional value, I’ve taken the liberty to send you the Balanced Business System; which will give you a better idea about the value that we provide. Having said this, we work with Advisors that understand that most of the time, it requires working with someone from the outside to create long lasting and sustainable success. You will receive articles over the course of 6 weeks.