Sales Skills for Financial Professionals: Listen with FOCUS

Last week, we discussed the first of Three KEY Skills that will help you master the art of getting and keeping clients:

(1) The ability to ask provocative questions
(2) The ability to listen with total focus on your client
(3) The ability to relate compelling stories and metaphors

In this article, I’ll discuss the second of these skills:

2. The ability to listen with total focus.  Anyone who is married knows that we often neglect to really listen to one another.  I could call my wife, Hannah, from my office and say something like:

“Honey, you wont believe this!  I got to work fifteen minutes late this morning and when I looked out the window there was a flying saucer with two little green men in it.  They waved and flew off into space…”

Hannah would then probably ask:
“Why were you late?  You left on time.”

We tend to listen to one another, surf the Internet, and watch television—all at the same time.  When we do, the “listening” part of this multitasking ends up being pretty passive.

Some of my clients and friends have taken courses on active listening.  They’ve been told:
“When you’re speaking with a client, stop everything else, put your papers aside, turn away from your computer, make eye contact with the client, concentrate on the words he/she is speaking, and don’t interrupt!”Focus

All of these tips are truly important, but they can’t prevent us from the problem of being “Waiting To Talk” listeners.  Even when we stop all activity and elect to listen actively, our minds often cannot help but race through responses to whatever it is that our client or prospect is saying.  Because those wheels in our heads are turning, we may miss the most important component of communication—the emotions behind our clients’ words.

Listening with total focus on your clients requires all of the skills you need for active listening, but adds the requirement that you let go of the need to ready a response.  Listen to their words, listen for the emotions behind their words, and observe their body language.  Step outside of yourself, and pay attention without standing at attention, ready to pounce in and solve problems.  Take in what your clients are saying, but also, absorb what they aren’t saying.

Professionals who are totally focused on their clients and prospects are always more likely to win—or keep—the loyal advocates who give them business.  But cultivating this level of focus takes practice.  Contact me if you think you want some help in becoming the best listener you can possibly be.

Next week, I’ll shift focus to the third skill you’ll need to build your client base: the ability to relate to your clients through powerful words and compelling stories.  In the meantime, stay active, let go, and keep REACHING…

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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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