Weekly Huddle - Week 4 - 09/06/22 - Money Hurdles Part I

In this week's discussion, we explored what many people struggle with. 

Picture this, you build a rapport, you are having a great discussion, and you know that you have so much value to add to your prospective client - now is the time to ask for money - it's time to close the sale. 

What typically happens? 

Watch recap: 

This week we invited Sam (Shmully) Goldberg as our Guest Expert on the topic of Money Mindsets - Sam is a Financial Advisor and helps people navigate their finances through strategic tax planning and long term investments. 

Simulation:

Let's explore what that actually looks like. 

Boruch met Terrance and they are now at the point where Boruch is introducing his program to Terrance - let's see how that plays out... 

Recap:

How did Boruch and Terrance do? 

Here's what the group had to say: 

Rick: 

• Boruch built upon previous rapport
• Built upon Terrance's desire for growth
• Boruch was able to smoothly transition and offer the 3 packages 

Terrence: 

• Liked that Boruch highlighted Terrence's life, story, and accomplishment
• Felt reinforced 
• Good connection and felt relaxed 
• Felt a little long in the beginning - could have been a little shortened down
• Would have liked to learn more about payment plans

Boruch: 

• Felt he did better in the beginning - because rapport is his comfort zone
• Sales part was challenging and rushed - because of time constraints 
• Would normally send out an email and packages 
• Cut down on the comfort zones 
• Be straight up with the sales call - slow down - present information - and give options. 

Recap:

Shmully and Yermi gave their feedback based on their observations and expertise: 

Recap:

Discussion: 

Discussion: Fine Line Between Rapport and Sales:

There is a fine line between building enough rapport and getting straight to the sale. We hope that you have built enough of a rapport to get to this part of the sale. It is good to "remind" the person of the good feelings they were left off in the last conversation - but don't spend too much time on rebuilding the rapport - you also don't want to rush right into the sale.

Discussion: Fail Big or Fail Small:

What does it really mean to fail? Do you fail big or fail small?

The most important part is to go and aim for a goal - be strategic about it - don't focus on the failure.

Discussion: Power of the Pause:

There is huge power in pausing and allowing for some silence. It's not the most important feeling, but it's important to learn this skill. It allows for time to think and for the other person to formulate their thoughts. We do encourage objections because it's what helps to clarify the sale.

Discussion: The Money Mindset:

Having a healthy money mindset is an exercise and muscle we need to build. Once we get comfortable with this healthy mindset and we know the value that we are providing it is easier to ask for the money.

What are the lessons and takeaways that you got from this session? 

If you would like to book a session with Yermi email [email protected] 

Come join one of our FREE Becoming Exceptionally Irresistible Workshops to learn more on how to become MORE Exceptionally Irresistible in your personal, professional life, and/or work environment - click this link to register