New Breakthrough for
Find more "A"
clients with less effort...
Develop a loyal
following of people who will refer you to their friends and family!
Q: What's the most important part of Client Acquisition today?
A: To CONNECT with the potential client and establish a relationship of
TRUST. Everything after that is relatively
easy and it doesn't matter what system you use, they all work, if
there is trust.
My expertise is in two main areas: how to get appointments with
the right people and then how to establish trust so you end up with a
new client the majority of the time.
Thirty plus years of research and development as a coach to financial
advisors has proven to me you can be one of the "good guys" and be a top producer.
There is absolutely no need to be a pushy salesperson to be a huge
There are two basic approaches to selling financial services.
You are either a client controller (push the client to
buy the product you want to sell them) or a relationship builder (help the client discover what they want to do). Both approaches
produce sales but they are as different as night and day. Almost
all of us have been trained to be client controllers which never felt
right from the beginning, but we didn't know any better.
Actually, if you are a relationship-oriented advisor, it feels
more right to get to know people and help them discover what they want
to do rather than push them to buy a particular product. In
fact, if you are what I call a Relationship-Builder (RB) and you push
for a sale, it won't feel right to you or your client. Bottom line, you have to learn how to
make sales without pushing people. The good news, the
"low-key" approach is a lot easier than what we were all taught, and
it's three times more profitable.
You can make selling financial services the greatest job in the
world, if you do it in a way that fits your values. It really is that
simple! Almost no one has learned to sell this way from the
beginning. Some people have had the ability to figure out this secret
on their own and ignore the conventional wisdom. I'm sure you have
noticed there are people who seem to effortlessly find great success. You still have time to be one of those people if you
learn to dump the old baggage and learn a new, easier, way more fun
approach for both you and your client. Some of my coaching clients
have 40 plus years in the business! They all say that "letting go of
the controlling elements of their approach" was the best thing they
ever did for their career and their peace of mind!
I spend half of my time as a coach talking people out of all the junk
they've learned. Most sales cultures are still teaching the same old "lead and control" techniques that most of the
general public hates, especially people with money.
I was always told that the high failure rate in the financial services
business was because it is such a hard job that only a few can make
it. Interestingly, there is some truth to that statement. If you learn
to do a job in a way that does not fit your values, very few are going
to stick with it! The good news, I have proven almost anyone can
make it selling financial services if you get training that fits your
So what's the process? I help people identify their
strengths and their style in a way that fits their values. Everything
you do has to feel right. You won't do anything for very long if
it doesn't feel right so anything other than what feels right is a
waste of time. The first goal is build your confidence and make
some sales. It's easy to create the future you want from there.
This kind of personal development is challenging. The rewards are immediate an increase in income with
greater confidence, self-fulfillment, and peace of mind. Yes,
it takes a little time to get the pipeline filled up but you know what
it feels like when people are going to buy.
You can coach yourself with access to my extensive website
for relationship-oriented financial advisors (www.SellingWithoutWrestling.com),
or we can talk about the possibility of doing an individual
coaching project together.
to What Two Industry Leaders Have to Say About Sid:
~If file doesn't start to play after
clicking play button, click it again and it should begin to
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CLU, ChFC, CFP; Mass Mutual
New York, New York
"One of the things I learned from Sid was to dig deep
enough in the interviewing process to find out what
people really want. That has made all the difference for
CLU, CFP, AEP; NIMIS
"I was skeptical at first, but once I had the guts to
trust my intuitive instincts, things changed rapidly for
the better in all aspects of my life."
Testimonials: 21 Testimonials from
Typical Client Projects: What Sid Can Do for You.
I HAVE HELPED THOUSANDS OF
FINANCIAL ADVISORS BREAK THROUGH to new levels of production and self-fulfillment because I know the business and I know how to help people find the
approach that will work for them. My favorite success stories are my
clients who were ready to quit and now make over $1,000,000 per year.
I have helped a lot of advisors break the one million of income per year
milestone and they would all say that their new found ability to connect
with the client and establish trust is the key to their success.
INFORMATION ABOUT MY COACHING PROGRAM...
Send an email with your contact information to Sid@SidWalker.com and we will send you a Coaching Brochure. Or, call us anytime at 505-318-1055 (Mountain Time USA).
IF YOU ARE A DO-IT-YOURSELFER...
Go to SellingWithoutWrestling.com and sign up for the $10,000 Client Acquisition Website. You will have instant access
to over $10,000 worth of my material!
If you're ready to finally put your greatest strengths to use and
develop a style that is a perfect match for you, plus the added bonus of
having more fun with your work than you ever thought possible, I can help!
Sidney C. Walker
CLIENT ACQUISITION COACH "Champion of the