How To Not Lose A Prospect In Your First Meeting

You’re coming to the end of your first meeting with a potential client, you’ve done a great job building rapport, they have clear issues you can help them solve.

All is going well…then you explain your “next steps”, suddenly you feel a slight drop in their excitement about moving forward, but they still happily agree to the next step.

Then they don’t show up for the next meeting (or don’t have their documents) and your suddenly perplexed as to why they aren’t following through.

What happened?

I call this the hidden “black hole” that most advisors completely miss.

Plugging up this subtle gap could mean the difference between an “ok” year and a great year.

When you get to the end of your first meeting, it doesn’t matter how eloquently you explain how you work or what you do.

In your mind, it’s crystal clear what needs to happen next to move them forward to becoming a paying client.

In their mind, it’s a “black hole”.

As you explain it to them, they nod their head in agreement, and to you it’s all quite simple, to them it’s all quite complex.

Why?

Because through an auditory explanation, they can hear your process, but they can’t “see” it!

That’s where they mentally shut down and you lose their commitment.

Translation: lost sale.

It’s subtle, but it’s so powerful when you really get this.

Before your prospects are willing to pay you for anything, they need to see (not just hear) what it is they’re paying for.

You’re probably scratching your head right now, saying “How do you show someone expert financial advice?”.

Here’s the breakthrough:

Create a visual tool that lays out your process in simple terms (and I mean really simple – not a confusing flowchart or an overly designed marketing piece).

I call this a “road map”.

When your prospect starts asking about your next steps, you show and walk them your road map.

A road map is a visual aid that gives your prospect mental structure, so they have complete clarity and peace-of-mind about working with you.

When they see your road map, they form a visual connection to your process that increases their certainty that choosing you is the right choice.

And if you do it right, its simplicity will often make them feel comfortable enough to fully commit to becoming a paying client at the end of the first meeting.

If you’re only verbally explaining how you work to your prospects, stop it immediately.

Map out the process for how you solve your clients’ problems in a few simple steps, and use this as a road map to show them how you work, and what they can expect from you if they were your client.

A road map creates trust in your process – that’s what your prospects need to buy your road map, before they buy you.

If you want some help in reviewing your road map or creating one that’s proven to work, order the “Trusted Authority” book below and schedule your consultation.