Build a business that makes you proud


Anticipate your clients behaviour to show you understand them

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You’re busy – I get it.

So, to help you out, each week I’ll share a short video (less than 2 minutes) with one practical idea you can use in your advice business today that will make a difference.

I’ve also included the written version if you prefer to read it.

Give it a go – and make every minute count!

Today’s quick video is a clever way you can show clients that you really understand them.

Humans crave to be understood.

This is a great tip for you to use so that your clients understand how much you get them.

So for example, just say, you’ve got to send out one of those really long, ugly, lengthy application forms because the clients trying to get some insurance cover.

Then, how about including a cover letter, explaining what they’re going to go through when they complete the form.

This is what it may look like:

“When you are completing this application form, you’ll get to the first question you can’t answer, and that’s ok, you’ll skip it and you’ll move on.

Then you’ll get to the second question you can’t answer, and again, you’ll skip it and you’ll move on.

But this is what will happen next. You’ll get to the third question and you’ll realise it’s all getting too hard, so you’ll put it down and you won’t pick it up again.

When that happens (this is what you put in your communication), meaning at that point when you can’t answer the third question, you need to pick up the phone and call me. This is important as I can help you to get the application form filled-in as soon as possible so we can arrange the cover to protect you and your family.”

Now this is just an example.

You can use this same approach with anything at all that you need your clients to complete or to do. Give them the guidance or provide them with something that shows you understand them and what they are about to experience.

Give it a go, it makes a massive difference.

Ok minutes up, so make it count!



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