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Get the FULL video + FREE Resources here: https://www.skool.com/trained-advisor If you were climbing Mount Everest, would you trust a guide who keeps asking you for directions? Or would you follow the one who confidently knows the safest, most efficient path to the top? In sales, you're the guide and your prospects want you to lead. If you don't take control of the process, they'll wander off or trust someone else to get them to their goal. In this video, we're going to break down how to take prospects from curious about your financial abilities to committed to working with you, without losing them to indecision or another retirement planner. You'll learn how to establish authority early (and why its so critical), how to uncover the prospects #1 pain point, and how to create an experience that keeps them engaged from start to finish. By the end of this video, you'll have the tools and knowledge to confident convert your prospects. Now its just a matter of practice! Here's what we cover: 1. The #1 Biggest Mistake Advisors Make When Leading Prospects Through the Sales Process 2. How to Spot (and Fix) the Exact Moment Prospects Start to Lose Interest 3. Why Emotional Buy-In Beats Numbers Every Time—and How to Build It 4. How to Simplify Your Intake Process Without Missing Critical Information Get the FULL video + FREE Resources here: https://www.skool.com/trained-advisor ----------------------------------------------------- Schedule Your Free, No-Pressure Marketing Strategy Session: Tap below to book a personalized strategy session and gain insights on growing your business online. https://trainedadvisor.com/book-a-call ----------------------------------------------------- Discover How We Help Advisors and Agents Grow with LinkedIn: Tap below to see our approach and learn how we help agents and advisors attract, nurture, and convert new high-net-worth clients using LinkedIn strategies. https://start.trainedadvisor.com/over... ----------------------------------------------------- About Trained Advisor Led by industry experts Tyson Bailey and Joe Loebach, Trained Advisor focuses on equipping financial agents and advisors with strategies to attract and retain high-net-worth clients through tailored LinkedIn marketing techniques. ----------------------------------------------------- Enjoyed This Video? Subscribe to our channel for more insights, and visit us at https://trainedadvisor.com for additional resources. ----------------------------------------------------- Connect with Us: Facebook: / trainedadvisors LinkedIn: / trainedadvisor Instagram: / trainedadvisor Skool: https://www.skool.com/trained-advisor Youtube: / @trainedadvisor ----------------------------------------------------- Thank you for watching! We’re excited to support your journey to success. ----------------------------------------------------- Topics: Managing long sales cycles to prevent drop-offs Establishing authority and "parental control" in the sales process. Reducing questionnaire overwhelm to keep prospects engaged The role of emotional buy-in versus relying on illustrations or numbers Categories: The Art of Guiding Prospects Through the Sales Journey Identifying and Addressing Prospect Drop-Off Points Building Emotional Buy-In and Authority Early in the Process Streamlining the Intake Process to Increase Client Engagement