Shanli Liu, CPA, CTPFreedomfolio · I help 7 to 8 figure service business owners and ecommerce sellers keep 10K to 75K of profit- without IRS headaches | CPA. Virtual CFO. Tax Resolution Pro | $5MM+client tax savings | Book a free 15 min strategy call

I Thought I Was Out Of It.. (Sales Overcome)

Name: I Thought I Was Out Of It.. (Sales Overcome)
Uploaded: 2024-10-25T21:00:29+00:00
Duration: 34 s
Channel: Shanli Liu, CPA, CTP
Description: In this concise sales coaching monologue, the speaker shares a personal anecdote about being pitched for private wealth management and demonstrates a…

25 Oct 2024 · 1 min

Watch on YouTube

0:34

In this concise sales coaching monologue, the speaker shares a personal anecdote about being pitched for private wealth management and demonstrates a powerful objection‑handling technique. By reframing the prospect’s resistance—highlighting that most new clients already have a wealth advisor—the speaker turns a perceived obstacle into a buying cue, making the prospect feel ahead of the learning curve and more inclined to move forward. The core message is that salespeople can convert any prospect objection into a step toward purchase by quickly shifting the narrative to the prospect’s advantage.

Chapters

You can turn any obstacle a prospect gives you into something that moves them closer to buying instead of further away. The first time I had this used on me, I was actually getting pitched private wealth management and I wanted to just get out of the conversation as fast as I could because I was like, I already have a wealth advisor, like I'm good. And the guy just said, oh, that's amazing. 90% of the clients we had that shift over already have a wealth advisor. So it means you already know how a lot of these things work, which means you'll be up the learning curve. And I was like, what just happened? I thought I was getting out of this, and now I'm more like the customers that, that ultimately buy. And so instead of taking a step back, they actually take a step forward in the sale.