Andy NearyI help insurance professionals turn brand awareness into business growth.

Your prospects aren’t making stupid decisions, they just don’t trust you.

23 Dec 2024 · 1 min

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Short YouTube transcript excerpt (Andy Neary) discussing why financial advisors/brokers lose prospects: the issue is lack of trust rather than prospect ignorance. Advisors need to offer lower-disruption, more convenient solutions to gain buy-in.

Chapters

And I think that's where a lot of advisors are struggling today, Nick, is they're trying to sell a prospect who doesn't, who may not have the trust the broker needs yet. And I think a lot of brokers are frustrated that they're coming in second place. And they feel like it's on the prospect or the prospect's lack of knowledge is as to why they're not doing this, when the reality is what they're not understanding is your prospect doesn't trust you enough to create that much, much disruption in your plan. You need to come to them with something that is a lot more convenient to implement right away.