{"id":1233,"date":"2018-05-17T14:11:12","date_gmt":"2018-05-17T04:11:12","guid":{"rendered":"http:\/\/magazine.riskinfo.com.au\/35\/?p=1233"},"modified":"2018-05-31T10:13:09","modified_gmt":"2018-05-31T00:13:09","slug":"how-to-be-a-risk-advice-guru-and-still-make-the-sale","status":"publish","type":"post","link":"http:\/\/magazine.riskinfo.com.au\/35\/how-to-be-a-risk-advice-guru-and-still-make-the-sale\/","title":{"rendered":"How to be a Risk Advice Guru and Still Make the Sale"},"content":{"rendered":"<div class=\"intro MGMT\">\n<h3>Potential clients will assume that as an adviser you have the skills and knowledge to meet their needs, and you know how to communicate that information to them.<br \/>\nBut do you know when to stop talking, confident that what you have presented is enough to engage the client and bring them on board?<br \/>\nIn this article, Sue Viskovic from Elixir Consulting reminds advisers that too much information is unlikely to convince clients just as much as too little.<br \/>\nSue provides some pointers on what to say, when to say it and when to leave it unsaid for the next meeting.<\/h3>\n<\/div>\n<p>I\u2019ve been thinking about a session I had with an incredibly talented professional recently, and reflecting on how easy it can be to lose a prospective client. I can\u2019t help but draw parallels with some client experiences we\u2019ve seen in advice businesses, where there is in fact a technical service being provided in an area where a little knowledge can be dangerous.\u00a0 I\u2019ve written before about the importance of <a href=\"http:\/\/magazine.riskinfo.com.au\/27\/educated-clients-are-better-clients\/#.WFTUqKJ96uU\" target=\"_blank\" rel=\"noopener\">educating your clients<\/a>, but there\u2019s a limit to how much knowledge you share, and the timing with which you share it.<\/p>\n<h3>SEO. Search Engine Optimisation<\/h3>\n<p>I know of the term SEO and what it is supposed to do for you (get your website on page 1 of Google searches), but until recently I hadn\u2019t invested a great deal of effort or focus on it.<\/p>\n<p>How does this compare to risk advice I hear you thinking? Well, like your potential clients, I had a few thoughts already in my head about this particular service, but I wasn\u2019t totally convinced about it. The similarities are uncanny &#8211; kind of like:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-1235\" src=\"http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-1.png\" alt=\"\" width=\"852\" height=\"714\" srcset=\"http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-1.png 940w, http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-1-300x251.png 300w, http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-1-768x644.png 768w\" sizes=\"auto, (max-width: 852px) 100vw, 852px\" \/><\/p>\n<p>And, so it happened that through our co-working space, I met an expert in SEO and sat down to discuss it with him. In part, for our own website, and also so I could learn more about it to assist our advisers.<\/p>\n<p>I made it clear that I felt it\u2019s important to be able to measure (and achieve) tangible results \u2013 a rule I\u2019ve always held for any spend in marketing. I was also wary of the \u2018black magic\u2019 that is the Google algorithms, and the potential for people to be sucked in with promises from a provider who uses jargon and smoke and mirrors to pretend they have the ability to manipulate something that cannot be controlled.<\/p>\n<p>After the initial \u2018high-level\u2019 chats, we discussed my website assets, and what I was wanting to achieve from them. Take a look at my thought process below and think about how a risk client could follow something similar when they\u2019ve been referred to your services but they\u2019re still not entirely convinced that they need them.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-1236\" src=\"http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-2.png\" alt=\"\" width=\"583\" height=\"693\" srcset=\"http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-2.png 404w, http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-2-253x300.png 253w\" sizes=\"auto, (max-width: 583px) 100vw, 583px\" \/><\/p>\n<p>Through this exercise, my thinking quickly went from<\/p>\n<ul>\n<li>\u201cThis is a thing I\u2019ve heard about but we\u2019re doing okay on our own\u201d, to<\/li>\n<li>\u201cActually there\u2019s a lot I don\u2019t know and maybe I need to get some help with it\u201d, to<\/li>\n<li>\u201cNow I can see that my situation isn\u2019t set up perfectly, and I can see it\u2019d be worth getting help\u201d.<\/li>\n<\/ul>\n<p>As I spoke with my SEO guru it became quickly apparent that he knew an awful lot about the subject and while he was incredibly generous in sharing a lot of his knowledge with me, I got the sense that I was still barely scratching the surface of his knowledge \u2013 my thinking turned to \u201che is the guru and I want to access his expertise\u201d.<\/p>\n<p>Then as he shared more and more, my eyes started to glaze over, and I knew I was in unchartered waters \u2013 I knew that he knew the terrain but I was way out of my depth. The more he talked the more disconnected I felt\u2026<\/p>\n<p>When I consider this process, there were two fundamental challenges\u2026. he kept talking long after I had \u2019emotionally bought\u2019 his skill and expertise, so he very nearly talked himself out of an engagement; and he had no clearly defined way that I could engage him \u2013 no defined process we might follow and no price point or quote.<\/p>\n<p>Since there was no clear path in how I could engage him, ie: \u201cI will take you through the following steps and my fee will be $x\u201d, I was the one who had to think about what I could get him to do first and\u00a0<em>how\u00a0<\/em>I could engage him, as well as considering if the ROI would be worth the exercise.<\/p>\n<p>So\u2026. how can you as an adviser get the first four thoughts and engage the client before their eyes glaze over and their anxiety levels paralyse them into inaction and sticking with their status quo? If you can tick these boxes, you\u2019ll be doing okay:<\/p>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-1237\" src=\"http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-3.png\" alt=\"\" width=\"717\" height=\"852\" srcset=\"http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-3.png 945w, http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-3-252x300.png 252w, http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-3-768x913.png 768w, http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/05\/Elixir-Pic-3-862x1024.png 862w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/h4>\n<p>In the end, I was able to find a way that I could engage my SEO guru friend, and he has been tremendously helpful for us. When I think about how close he came to talking me out of doing business with him, I reflect on how many advisers have also lost the opportunity to change the lives of their potential clients.<\/p>\n<p>The art of winning new clients lies in the process you take them through, the ability to motivate them with an emotional connection and to educate them just enough to realise the importance of getting it right \u2013 and to trust you\u2019re the person who can help them.<\/p>\n<p>Your success with winning and keeping new clients relies upon not only what you say to them, but also in knowing when to stop saying anything at all.<\/p>\n<p>Our consultants are more than happy to assist you with improving your art if you&#8217;d like help; there&#8217;s also a handy flowchart that you can use when engaging your insurance clients on <a href=\"https:\/\/elixirconsulting.com.au\/shop\/templates\/new-client-process-flowchart-risk-advice\/\" target=\"_blank\" rel=\"noopener\">our website<\/a>.<\/p>\n<div class=\"AuthorBox\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-279\" src=\"http:\/\/magazine.riskinfo.com.au\/35\/wp-content\/uploads\/sites\/24\/2018\/03\/Sue-Viskovic.jpg\" alt=\"img-practice-management\" width=\"400\" height=\"600\" \/><\/p>\n<p class=\"blurb\"><em> In Practice Management, Elixir Consulting shares strategies for building better advice businesses.<\/em><\/p>\n<p><em>Sue Viskovic is the founder of national consulting business Elixir Consulting; a popular speaker; a business coach; and author of a number of books and programs designed for advisers. <\/em><\/p>\n<p><em>An award-winning advocate for financial and risk advice and small business, Sue\u2019s most recent achievements include her latest book Worth Paying For, which has become a lifeline for many advisers impacted by the LIF, and the fourth edition of the Adviser Pricing Models Research Report<\/em><\/p>\n<p><strong>Contact or follow the author:<\/strong> <a href=\"http:\/\/www.elixirconsulting.com.au\" target=\"_blank\" rel=\"noopener noreferrer\">Website<\/a> | <a href=\"mailto:evolve@elixirconsulting.com.au\" target=\"_blank\" rel=\"noopener noreferrer\">Email<\/a> | <a href=\"https:\/\/twitter.com\/ElixirCoaches\" target=\"_blank\" rel=\"noopener noreferrer\">Twitter<\/a> | <a href=\"https:\/\/www.facebook.com\/ElixirCoaches\" target=\"_blank\" rel=\"noopener noreferrer\">Facebook<\/a> | <a href=\"https:\/\/www.youtube.com\/user\/ElixirConsulting\" target=\"_blank\" rel=\"noopener noreferrer\">YouTube<\/a><\/p>\n<\/div>\n<script type=\"text\/javascript\">if (typeof(addthis_share) == \"undefined\"){ addthis_share = {\"passthrough\":{\"twitter\":{\"via\":\"riskinfonews\"}}};}\n\nvar addthis_config = {\"data_track_clickback\":false,\"data_track_addressbar\":true,\"data_track_textcopy\":true,\"ui_atversion\":\"300\"};\nvar addthis_product = 'wpp-3.5.9';\n<\/script><script type=\"text\/javascript\" src=\"\/\/s7.addthis.com\/js\/300\/addthis_widget.js#pubid=ra-53a3668b19172d69\"><\/script>","protected":false},"excerpt":{"rendered":"<p>Sue Viskovic from Elixir Consulting reminds advisers that just because they know a lot does not mean they have to share it with every client they meet&#8230;<\/p>\n","protected":false},"author":1,"featured_media":1234,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,10],"tags":[],"class_list":["post-1233","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-regular-feature"],"_links":{"self":[{"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/posts\/1233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/comments?post=1233"}],"version-history":[{"count":0,"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/posts\/1233\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/media\/1234"}],"wp:attachment":[{"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/media?parent=1233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/categories?post=1233"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/magazine.riskinfo.com.au\/35\/wp-json\/wp\/v2\/tags?post=1233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}