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Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals

Building Trust, Not Just Transactions - The Case for Stewardship Over Salesmanship When it comes to client acquisition and business development, the most enlightened philosophy is that of stewardship, not salesmanship. Salesmanship asks a client to buy something, chasing them with closing techniques and trying to convince them to take action. It often over- promises and under-delivers. Stewardship asks a client to buy into something, attracting them with a process- driven, win-win approach, and letting them come to their own conclusions – convincing themselves with reason and self-motivation… Read the full article below 👇 #businessdevelopment #financialadvisors #thenextlevel

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