2023 Playbook Series #3, Session #2: Personal Presence: Using Charisma and Gravitas to Engage and Connect-Recording - 2023 Playbook Series #3, Session #2

Recording - 2023 Playbook Series #3, Session #2 - Personal Presence

Video Transcription

Video Summary

In this panel discussion, the participants discuss the topic of selling as a fiduciary and the importance of presence and authenticity in building relationships with clients. They emphasize the need to be relatable and personal in order to establish trust and make clients feel comfortable. They also discuss the importance of being genuinely interested in the client and their needs, rather than just focusing on selling a product or service. They suggest that the best way to sell is to listen actively, show empathy, and provide value without expecting anything in return. The panelists also touch on the idea of charisma and explain that it is not about being flashy or dramatic, but about being confident, knowledgeable, and genuine. Overall, they argue that selling as a fiduciary is a noble cause because it involves providing valuable advice and building relationships based on trust and authenticity.

Keywords

selling as a fiduciary

importance of presence

importance of authenticity

building relationships with clients

relatable and personal approach

establishing trust

making clients feel comfortable

active listening

showing empathy