Read somewhere that creating a "pre-call" routine can help with success, especially before big closing calls.
Anyone have any routines they'd recommend?
Best Pre-Call Routines?
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I've had people at prior jobs listen to the Wolf of Wall Street - I think that sends a wrong message because let's be real, we aren't about to be multimillionaires wearing $10,000 watches.ย
I take a minute to think about what I would like to do with that money (pay off a chunk of student loans, maybe upgrade my apartment someday, maybe retire prior to turning 80) then I go over notes and what I know of the client and what solutions I would like to pitch. This way I'm ready for a curveball so going into the call I know a) what it means to me and my family and b) I know plans A-F.
I take a minute to think about what I would like to do with that money (pay off a chunk of student loans, maybe upgrade my apartment someday, maybe retire prior to turning 80) then I go over notes and what I know of the client and what solutions I would like to pitch. This way I'm ready for a curveball so going into the call I know a) what it means to me and my family and b) I know plans A-F.
Have the facts straight - go with the flow of conversation
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