Sep 7 in General discussion
Mysteries of women revealed
How this mistake costs advisors so many lost deals
You had an absolutely AMAZING meeting with your ideal prospects
Then you find out they aren't moving ahead with you
So, what happened?
Men want to look smart in meetings
Women want to feel understood(I'm generalizing based on my own experiences)
Men tend to engage and ask more questions
↳ They talk to make themselves look smart (or dumb)
Naturally, the advisor pays more attention to the man
By the end of the meeting, the advisor is convinced they hit it off great
- great conversation (with the husband)
- answered all questions (from the husband)
- showed off his CFP logo 🙄 (don't even pretend you've never done this)
But this is the conversation in the car
Husband: "James is great, he seems very knowledgeable, we should work with him"
Wife: "I don't know. It just didn't feel right"
Husband: "But James is a CFP with 20 years experience"
Wife: "I'm sure he's very smart, but something was off"
Husband: "Should we keep looking?"
Wife: "Yes, there are lots of advisors to choose from"
If the advisor simply turned to the wife on occasion and asked
↳ "what do you think?", they would have become great clients.
The spouse that talks the least often has veto power over the final decision
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Mysteries of women revealed
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