10/26/2019
Millionaires are needy. Prospect wanted more than usual from me.
My first instinct was to hold the line.
This is our process.
This is how we do it.
Take it or leave it.
Saw a timely quote when this happened:
"New levels bring new dragons to slay."
If this prospect signed, they'd instantly be one of our top clients.
So why was I treating them like everyone else?
I showed them how to increase their retirement income by $50k/year.
I showed them how to pass on $1M extra to their kids through proper estate planning.
I showed them a level of detail and care they'd never seen before.
Oh and they already had an advisor.
Let me tell you how it ended:
They signed. They're now my clients.
What got you here, won't get you there.
If you want to evolve, your standards have to.