From the course: Selling into Industries: Financial Services
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Craft a financial narrative
From the course: Selling into Industries: Financial Services
Craft a financial narrative
- Financial services is a multi-trillion dollar industry. But what's behind that massive number? Everyone's hard-earned money. And money is an emotional issue. So when you're selling to financial services you need to craft your narrative to emotionally connect to your client's business. This ignites your frontal lobes and helps you become a more strategic thinker. And encourages a stronger connection with your client. You can reference your financial narrative in conversations with your buyer, or you can just think about it right before you go on sales calls. The first step in emotionally connecting to your client's business is to get more clarity around their customers. If your client serves individuals, and it's working to meet personal needs, how do their customers come to them? Excited to invest? Or worried about retirement? Maybe hopeful of home ownership. If your client is on the commercial side, working to meet the needs of businesses, do their clients show up motivated to…
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