<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

Two Little Phrases That Instantly Triple Your Closing Ratios

Two Little Phrases That Instantly Triple Your Closing Ratios | USA Financial
Jun 6
2023

In a moment, we’ll share four little words that make up two of the most powerful phrases you absolutely need to incorporate into your daily interactions … with clients, employees, vendors, and in some cases … spouses. We have no doubt that these two phrases, when used correctly, will forever have a positive impact on your life.

Two-Little-Phrases_Cover

Our firm has the great pleasure of working and consulting with successful advisors throughout the country. The truth is, we all want the same thing: We want a greater level of success. Everyone’s definition of success is different. Advisors we work with want a higher level of personal income. Some are focused on building a more efficient business, and some just want more free time to enjoy the successes they’ve worked hard to achieve.

There are only three ways to increase your level of success.

When we share these three variables with advisors with whom we consult, there’s usually an instant moment of clarity. The irony is that these three success variables aren’t earth shattering, but having a clear understanding of the impact they can have to your bottom line is essential.

Success Variable # 1 – Wallet Share
If you get more wallet share from the clients you currently have AND from prospective clients, you’ll drive more revenue to your firm. This is accomplished by adding products and services into your overall mix. (It’s no surprise that our top advisors have multiple licenses and represent multiple different product lines.)


Want to keep reading?

Related Posts

The RARE Advisor: Next Gen Advisor Woes & Opportunities
Practice Management

The RARE Advisor: Next Gen Advisor Woes & Opportunities

Are you operating a practice and you need to figure out your succession plan? Or maybe you’re the advisor who is going to take over in the future. There’s a lot to consider and it has to go right. In this episode of The RARE Advisor, we’ll talk about what happens when that next phase sets in.

Succession Planning for Financial Advisors: Is Your Firm’s Future Being Ignored?
Practice Management

Succession Planning for Financial Advisors: Is Your Firm’s Future Being Ignored?

As a financial advisor, you’re the master of helping clients prepare for every milestone – retirement, inheritance, selling a business, etc. But when it comes to your own future, how much time have you spent preparing for what’s next?

60 Client Event Ideas for Financial Advisors
Marketing

60 Client Event Ideas for Financial Advisors

Tired of the same old banquet hall client event every year? If you’re ready to ditch the continental breakfast spreads and put away those projectors, we’ve got you covered.