May 1, 2025
Early in my career, I spent a lot of money on training and read a lot of books on the sales process to try to find the magical words that would get somebody to make a buying decision. There were plenty of struggles along the way, but over time, I discovered a method that I thought worked well. It’s basic and comes down to just one question, but it really is the most proper way to approach selling.
The answer reveals everything you need to know about whether a client worth taking on. I’ll break down the difference between “good” and “bad” answers, the dangers of onboarding someone who only cares about higher returns, and how this single question can save you from years of frustration. Plus, this question isn’t just for prospects but with current clients as well.
Here’s some of what we discuss in this episode:
🚫 Why “I want higher returns” is a red flag, not a reason
📉 How the wrong clients undermine your long-term success
🧠 Using the same question in client reviews to reset expectations
✅ Attracting clients who value peace of mind—not performance chasing
Schedule a meeting with Dan: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net