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The Profitable Advisor Podcast


Every month, million dollar fee-based financial advisor Dan Cuprill shares ideas and strategies on how build profit-driven planning practices. For more information, visit https://www.advisorarchitect.com.

Dec 1, 2022

As financial advisors, a lot of us don’t like to think of ourselves as someone who works in sales. But if you own any business, then you are in sales because without customers, you don’t get to do what you do.

What we’ve learned through the years about sales is that what makes it work well is having a system, and we’ve tried many different types. Maybe the simplest system we’ve come across is the one by Dan Solin. Today we’re going to share a conversation we had with Dan which focused on his book Ask: How to Relate to Anyone. This interview is one we feel is mind-altering and can provide you with a great perspective on what it takes to be successful selling your business to clients.

Here’s some of what we’ll discuss on this episode:

  • What’s the easiest way to get somebody to like you? (3:57)
  • The distinctions between introverts and extroverts and how it affects sales. (5:47)
  • What’s the best way to approach introverts and not waste time? (6:07)
  • Why it’s important to understand attention spans during the sales process. (17:03)
  • Why you need to move away from being the most interesting person in the room to becoming the most interested person in the room. (24:14)

 

Learn more about our guest: https://danielsolin.com/ 

Get Dan's Book: https://www.amazon.com/Ask-Relate-Daniel-R-Solin/dp/0974876321 

 

Schedule a meeting with Dan Cuprill: http://bookachatwithdan.com 

Read more and get additional financial resources here: http://renegadeadvisor.net