Excerpt from a YouTube video ("Secret to Winning More Deals" by Mark Evans DM) advising sales professionals to lead with value by educating prospects on how to manage and grow their money. The speaker recommends teaching prospects how to place money and showing potential pitfalls so prospects will eventually return to the advisor—emphasizing education-first, not a sales-first, approach.
I'd be a value add in the marketplace, talking about how one could place money and this kind of environment. Ultimately, they're going to try it, they're going to lose, and then they're going to call you because they don't want to do it, and they're going to hand you the money because you left. You started with value. You didn't go in there to get their money. You didn't do any of that. You went in there to educate on how to, how they can earn money on their time, their dime, their effort.
