As a financial advisor, you may have learned traditional sales techniques that focus on building rapport, overcoming objections, and closing deals. However, Brandon Stukey, founder of Next Level, suggests a different approach: pre-selling. In this blog post, we will explain what pre-selling is and how it can revolutionize your business.

Pre-selling is a marketing strategy that involves educating prospects about your product or service before they buy. This approach is different from traditional sales techniques because it focuses on building trust and credibility with your prospects rather than trying to convince them to buy. By pre-selling, you can attract qualified prospects who are more likely to convert into paying clients.

There are several ways to pre-sell your services as a financial advisor. One of the most effective strategies is to offer webinars or video courses. These educational resources allow you to demonstrate your expertise and value to prospects. Before meeting with you, prospects must watch your webinar or complete your video course. This process pre-qualifies them and ensures that they are genuinely interested in your services.

Using webinars or video courses as a pre-selling strategy has several benefits. First, it allows you to reach a wider audience than traditional one-on-one meetings. Instead of spending time with unqualified prospects, you can focus on those who are genuinely interested in your services. Second, it saves you time and resources by pre-educating prospects. This means that you can spend less time explaining your services during meetings and more time building relationships with prospects who are more likely to convert.

If you are struggling to convert prospects into clients, pre-selling may be the solution you need. By pre-educating prospects through webinars or video courses, you can attract qualified leads who are more likely to convert into paying clients. This approach allows you to scale your business by maximizing your time and resources.

In conclusion, pre-selling is a powerful marketing strategy that financial advisors can use to attract qualified leads and scale their business. By offering webinars or video courses, you can demonstrate your expertise and value to prospects, pre-qualify them, and save time and resources. If you are interested in pre-selling, consider incorporating this strategy into your marketing plan to see the benefits for yourself.