Elevation
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"How to improve" Content
How were your personal circumstances discussed as part of the process?
Establish Rapport. Rapport extends beyond small-talk. Finding genuine common ground to talk about which connects you to your client. In each interact...
Did you discuss the risks associated with getting a mortgage?
When explaining risks, relate them to the client’s own circumstances, using elements from their lives to illustrate the situation. No-one thinks that ...
What topics do you discuss in your sessions with {{first_name}}?
Establish Rapport. Rapport extends beyond small-talk. Finding genuine common ground to talk about which connects you to your client. In each interact...
How comfortable did you feel discussing sensitive personal information through the process?
Establish Rapport. Rapport extends beyond small-talk. Finding genuine common ground to talk about which connects you to your client. In each interact...
How do you pay for your adviser's services?
Confidence in your structure. Be confident explaining your costs and charges - very few clients shop around or choose an adviser based on their fee. ...
How confident are you that {{first_name}} found you the most suitable insurance / protection policy for you?
To find the most suitable policy for your client, you need to understand: Their present situation Their preferences What they’re trying to achieve (pr...
How confident are you that you are on track to achieve the goals you are working towards with {{first_name}}?
Understanding motivations. Establishing your client’s real goals and the motivation behind them is vital to getting your client to buy into the value...
How would {{first_name}} earn money from working with you?
Confidence in your structure. Be confident explaining any explicit costs as well as how you’ll get paid from lenders up front. Obviously don’t start ...
To what extent were your 5-10 year plans taken into account in selecting the mortgage?
It’s important to clearly establish your client’s goals. This is much broader than the mortgage they’ve come to talk about, but what they’re hoping to...
How confident are you that you understand the potential disadvantages of {{first_name}}'s recommendations?
Emphasise importance. From your initial conversations, emphasise that your communications will include important information, which may be time sensi...
How do you engage with the correspondence you receive from {{first_name}} and/or their firm?
Emphasise importance. From your initial conversations, emphasise that your communications will include important information, which may be time sensi...
How confident are you that you understand the potential disadvantages of {{first_name}}'s recommendations?
Connect to emotions. Ask your client to visualise what would happen if something didn’t go according to plan. How would they feel? By getting them to...
How do {{first_name}}’s fees work?
Confidence in your structure. Be confident explaining your costs and charges - very few clients shop around or choose an adviser based on their fee. ...
Did you discuss the risks associated with getting a mortgage?
When explaining risks, relate them to the client’s own circumstances, using elements from their lives to illustrate the situation. No-one thinks that ...
Between scheduled meetings, in what circumstances would you contact {{first_name}}?
Explain & Repeat. Assuming your ongoing service allows unlimited contact, ensure this is explained and emphasised at outset. Repeat it in each subseq...
How did {{first_name}} earn money from working with you?
Confidence in your structure. Be confident explaining any explicit costs as well as how you’ll get paid from lenders up front. Obviously don’t start y...
How did {{first_name}} and their firm earn money from working with you?
Confidence in your structure. Be confident explaining any explicit costs as well as how you’ll get paid up front. Obviously don’t start your conversat...
How confident are you that you’re on the most suitable mortgage for you?
Understand your client’s goals To find the most suitable mortgage for your client, you need to understand: Their present situation Their preferences W...
How often do you and {{first_name}} speak?
Checking in. Give clients a call with no agenda other than to see if they’re OK and if they need anything or have any questions. This makes you more ...