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