"I already have an advisor" · Client Acquisition Academy

"I already have an advisor"

𝐎𝐛𝐣𝐞𝐜𝐭𝐢𝐨𝐧: "I already have an advisor"

𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: Take the objection off the table (2 options 👇 )

You: "Yes. I expected you to have an Advisor.

That’s exactly why I’m calling/emailing.

I specialize in working with Realtors just like you and this strategy is overlooked by most advisors.

Are you familiar with (insert strategy)?

It helps Realtors because (insert problem)

"You: "It's great that you're already working with a financial advisor.

My intention is not to replace them.

My approach revolves around [distinctive feature], a game-changer for Realtors dealing with [insert problem].

This isn't about replacing what's working; it’s about making what you already have better"

Overcoming objections creates friction and places you on the opposite side of the table from your prospect.

Agreeing with them removes friction and places you on the same side of the table.

🛑 Stop arguing. ✅ Start agreeing.

"𝐈 𝐡𝐚𝐯𝐞 𝐚𝐧 𝐚𝐝𝐯𝐢𝐬𝐨𝐫" 𝐢𝐬 𝐧𝐨𝐭 𝐚𝐧 𝐨𝐛𝐣𝐞𝐜𝐭𝐢𝐨𝐧. 𝐈𝐭'𝐬 𝐚 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐨𝐟 𝐟𝐚𝐜𝐭.

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