🤔Are You Reaching Out to Serve or Just to Sell? 🤔

Your Prospects Know Instantly.

Most financial advisors and insurance agents believe they are serving their clients. But here’s the truth—your intent isn’t defined by what you think. It’s defined by how your prospects feel when you reach out.

💡 Sales sociology teaches us that perceived intent shapes every interaction.

Before you even introduce your solution, your prospects have already placed you in one of two categories:

🚨 Just Another Salesperson:

❌ Responses are short and skeptical.

❌ They say, “Just send me something to review.”

❌ They vanish after a brief chat.

✅ Trusted Advisor:

💬 They open up about their situation—without you prying.

💡 They ask questions and lean into your expertise.

🤝 They see you as a guide, not a product pusher.

So, what makes the difference?

Your positioning. How you frame conversations determines their perception of your intent.

The best financial professionals don’t sell—they facilitate discovery. They help prospects uncover hidden risks, overlooked opportunities, and smarter ways to secure their future—without pressure.

Before your next conversation, ask yourself:

🔹 Am I making them feel heard and understood?

🔹 Am I leading with curiosity rather than assumptions?

🔹 Am I offering real insights—or just pitching?

Your prospects are already answering these questions in their minds. The key? Make sure their answers work in your favor.

👇 What’s your take? Have you ever noticed prospects judging your intent instantly? How did you handle it? Let’s discuss in the comments!

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