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Words That Win Business


When prospects tell you you’re one of several advisors they’re interviewing, don’t get upset.

Just be ready with language like this that illustrates how you’re different from the competition and keeps you top-of-mind.

  • Be prepared to tell a story that shows how your approach is better than other advisors they might be considering.
  • Stick with the language you choose. (Don’t make the mistake of trying to come up with something new every time you face this situation with a prospect.)
  • Say what you’ve planned to say in this situation – make it your comfortable and confident default.

Related: Using Video to Grow the Rapport Started in Face-To-Face Meetings

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