You WEREN’T Too Direct, YOU JUST DIDN’T SERVE

“I think I ought to go back to the way I was doing it before,” Tony, an advisor in Nevada, asserted to me in his weekly coaching check-in email.  He had just taken advantage of an opportunity to teach a one-session evening class on financial concepts for a local college’s adult education program.

One of Tony’s challenges was that he rarely asked directly for an appointment.  Instead, he would passively talk around offering to sit down with someone, hoping they’d get the hint—something that just wasn’t working.

In anticipation of this event, I had coached him to announce to his attendees that he had already set aside two days the following week during which he could meet with any of them who wanted to explore their situations.  He would instruct them to approach him right at the end of his program in order to schedule their appointments.

Tony continued his report to me:

“I tried being more direct with everyone about setting an appointment with me afterwards, but nobody did.”
And, he concluded, People don’t want me to be so direct.”
A few hours later, Ron received this email from one of his attendees:

Tony,

I wish you had given us more valuable information, and not spent so much time promoting your business.  I would have liked to get some beneficial information along with stories and facts to illustrate your subject.  Then, you could have asked for questions before letting people know you were available to make appointments.

Disappointedly,

Betty

Tony sent this email to me as his proof that the direct approach isn’t a good one for him.

But Betty wasn’t complaining about his “direct approach” at all; she was upset that there wasn’t enough substance to the program and that Tony was selling his services instead of giving the attendees value.  If you read her last sentence, you see that she concluded that had Tony provided the service the attendees had expected, it would have been okay to be direct about appointments.

What Tony couldn’t see was that his direct approach to appointments wasn’t the issue.  He needed to have given extraordinary value first.  And from the tone of Betty’s email, he clearly did not do that—at least, not for her.

Tony wants to build his business through seminars and programs like this one.  If he does go back to his coy little dance around his invitations and he continues to give too little value, his results will be even more disappointing.

On the bright side, there are two clear lessons here for professionals who do presentations:

(1) Give extraordinary value and don’t spend all your time trying to sell attendees on using your services, and

(2) Only then—but alwaysbe direct about the next step you want your attendees to take.

Every seminar should end with a clear “Call to Action”.  But you can’t ask for your prospects’ action if your seminar did not move anyone to take action.  Deliver value, and then tell your attendees, “Here’s what I want you to do next.”

Don’t choose to go backward before taking a direct leap forward.  Contact me, and let me help you make your presentations—and your results—extraordinarily more powerful.  In the meantime, keep REACHING…

Sandy

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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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