Re-Thinking Your Multi-Step Sales Process

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If there’s one thing that’s hard for many advisors to let go of, it’s the idea that a multi-step sales process is required to make the sale.

Think about it for a moment: your prospect has a problem and you have a solution — it’s a straight line of sight. Converting them into a paying client should be simple.

The thing standing between you and them is an elongated sales process that gets in the way.

This comes from the traditional know-like-and-trust model which assumes you need prospects to:

  1. Know your solution;
  2. Like you as a person; and then
  3. Trust you.

It’s no wonder why so many sales approaches require multiple meetings to get to the truth of whether they will work with you.