26 January 2025
Prospects doubt our biggest claims. But here’s a trick to flip their scepticism: tell them what your offer can’t do. Negative news? They believe it immediately.
Next, tell them what your offer can do. They’ll think, “If they admitted the downside, the upside must be true too!”
For example:
- “Our plan won’t make you rich overnight, but it’ll help you retire years earlier than your current path.”
- “This won’t eliminate your taxes, but it’ll ensure you keep more of what you earn.”
This approach builds trust and bridges the gap between doubt and belief.
The Goal Trap
A friend of mine set a New Year’s goal: bigger arms. He spent two hours a day at the gym. Meanwhile, his finances were a mess. I suggested he use that time to learn a money-making skill.
He said, “I don’t have time for that.”
He got his bigger arms. But his wallet? Still on a strict diet.
Choose goals that move the needle.
Practical AI prompts for financial advisors!
(Free 50-minute class.)
Just before Christmas, I spent one full week cruising the Caribbean with Earl Waud, an AI expert. He agreed to teach a free AI class just for us.
He teaches “real-world” AI stuff that we can use as financial advisors.
You don’t want to become an AI expert. You just want some simple AI prompts that work for you.
Have your notepad ready. You will love these easy tips and prompts.
Your time is valuable, so here is what Earl will cover in your free 50-minute class:
- Earl’s favorite prompts that get amazing results
- How to “wow” your clients
- Do the boring parts of client reviews and proposals
- Save time and frustration
- Meeting agendas
- Portfolio performance summaries
- The exact AI tools you can use now
Save your spot here: https://AI Class For Financial Advisors
Quick details:
When: 27th January, at 15.30 GMT (UK), 09.30 Central Time Zone
Where: Online (you'll get the link after registering)
Cost: Absolutely free
Benefit: More profit in 2025 😀
Humour
I told my wife I wanted something sleek and shiny that goes from zero to sixty in two seconds for my birthday. She got me a bathroom scale.
We laughed. Then I cried.
Until the next time, if you have friends who would like to get these newsletters, please send this link:
http://www.berniedesouza.com/coaching/professionals.aspx
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