member login

How To Set Realistic Expectations

Do you have trouble setting realistic expectations with your clients?

In the world of retirement planning, encountering clients with high expectations influenced by figures like Dave Ramsey is common.

However, navigating these expectations while managing annuity perceptions can be complex. In today’s digital landscape, simplistic financial advice is often the loudest, making it pivotal to strike a balance between setting realistic expectations and avoiding overselling.

That’s exactly what we cover in this short episode of our virtual advisor mastermind, Inner Circle.

How To Set Realistic Expectations


Book Your Discovery Call


In this episode of Inner Circle, we explore the art of setting the right expectations around what annuities can (and cannot) do without giving the client the impression that we are “selling” them on an inferior solution.

To do that, we believe in focusing on the “show, don’t tell” approach. Giving your clients what they perceive as bad news can be challenging, even if you give them very good reasons to trust you. Thankfully, there are several ways to broach the topic (and several interactive charts to help) without appearing to be “pushy, slimy, or salesy.”

Between competing advisors focused on a commission, figures like Dave Ramsey, or even simply good or bad market environments, any prospect will thank you for helping them understand what is possible in retirement. Understand a few helpful strategies to do that by watching this episode of Inner Circle.

If you received value from this training, then you’ll want to join one of our invitation-only Inner Circle mastermind calls…

Click here to request a “Guest Pass” to join us.

If you’re looking to partner with an FMO that can help you win more cases, keeps you on the cutting-edge of trends that are working and that provides world-class sales support to win more business…without ever having to meet with clients in person or host dinner seminars…

Then you will definitely want to learn more about our done-for-you digital marketing system.

Give us a call at (520) 639-9479 or…

Click here to book your 1:1 Discovery Call with our team

Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights.

He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

Leave a Reply

Your email address will not be published. Required fields are marked *

member login