Financial Advisors Want to Know: The Power of Invisible Scripts - Ep. 57, Dr. Donald Moine

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Dr. Donald Moine is one of the founders of the field of Sales and Marketing Psychology. He has been working with financial advisors and top insurance agents for more than 35 years, specializing in helping them build their businesses more quickly.

Podcast takeaways:
Objections Are Predictable
Most client concerns, objections, and resistances follow predictable patterns. Identifying and preparing for them is key to success.

Personalized Responses Matter
Tailor responses to align with client personalities. What works for one may not resonate with another.

Stories Over Stats
Clients remember compelling stories far more than technical jargon. Use storytelling to connect emotionally and convey value.

The Power of Scripting
Having multiple, authentic, and adaptable scripts for common objections builds confidence and drives better outcomes.

Awareness is the First Step
To improve, advisors must first identify their own weaknesses and the roadblocks preventing them from achieving their potential.

Connect with Dr. Moine:
https://www.linkedin.com/in/drdonaldmoine/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

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