Women don’t want to be pushed or cajoled into a meeting, they want to know what is the purpose for the meeting, what will be required of them and what they will leave with.
A free consultation is way to ambiguous, they don’t really know what they are signing up for much less what they will get out of the meeting and their underlying fear is that they will be pressured to sign on the dotted line. After giving a great presentation offering a free consultation may work for men but for women you will most likely be pushing them away.
When you meet a woman socially or at a networking event and you have a great conversation do you suggest she come in for a free consultation?
I think not or at least I hope not. When a woman shows interest in what you do whether face to face or during a seminar or presentation you should always extend an opportunity to help her take the next step but you must package it in a way that is appealing and enticing to her.
Women need to know three things before they will make a commitment to meet with you, Purpose, Process and Payoff, it’s all about what’s in it for them. By creating an “Appointment Package” not only will it enhance your ability to get appointments after a seminar or event you can use it whenever you are having a discussion with a potential client in a social setting, networking event, wherever and whenever.
By being able to clearly spell out why they should come see you and then make it easy by presenting a powerful option your appointment rate will escalate and your efficiency will sore. When you have a clearly defined process for your appointments your job gets easier and your efforts more productive.
Here is one example of an “Appointment Package”
The “What’s Working” Review
Purpose: The purpose of this meeting is to identify What’s working and what’s not. My goal is to make sure you are on a path to achieving your financial goals in the most expedient and prudent time frame.
- Clarify your purpose for your money.
- Assess your progress.
- Provide 3 tangible solutions to enhance your progress.
Process: The meeting will last from 45-60-minutes during which time will will:
- Discuss your purpose and priorities for your money.
- A brief review of your assets and opportunities.
- Provide opportunities that could enhance your path to financial independence.
- Complete and email to me in advance of our meeting:
- “My Money Purpose” worksheet.
- Pertinent financial statements that you would like to be reviewed (you can provide a list).
Payoff: You will leave the meeting knowing:
- If you’re positioned to achieve your purpose for your money.
- If you’ve adequately protected your future from the potential impacts of unexpected life events.
- What you can do next to enhance your financial position
As an advisor the more clear you are with the process the better you will be at articulating the purpose, process and payoff or benefit to the recipient.
As a result of our working together you will become re-energized, your new found passion and purpose will attract new business naturally. Your confidence will soar and your desire to make an impact will drive your daily activities.
Work will no longer feel like work but an extension of who you are and what you love.
This is when the real magic happens.
11 Most Read IRIS Articles of the Week!
Why Secure Passwords Matter and How to Create Them
10 Ways to Celebrate International Women’s Day
Becoming a Great Podcast Host with Celeste Headlee
New Guiding Principles for Opportunity Zone Investors
Leaders: Do You Challenge Your Status Quo?
9 Marketing Trends That Will Dominate This Year
How To Keep Envy From Destroying Your Workplace
6 Tips to Help Your Journey to Retirement
Who Do You Sell to First
Forward-Looking Investing2 days ago
Moat Investing: Powered by Morningstar
Market Strategist2 days ago
We Are Not Convinced the Market Storm Has Completely Passed
Development2 days ago
Advisors: How To Answer “What Do You Do?”
Markets2 days ago
Higher Mortgage Rates, Student Loans and Nike
Equities3 days ago
7 Stocks That Pay the Largest Dividends of All That Trade on Nasdaq – Or Do They?
Advisor3 days ago
The Wizards of Wall Street vs. The Selbees from Michigan
Markets4 days ago
The Chameleons Are on the Run
Compliance4 days ago
Regulators Focusing on How Firms Identify, Monitor and Test Custody Scenarios With Client Assets