Sales professionals help clients make better decisions

Posted: August 7, 2020 | Categories: Sales

Have you ever made a decision and later looked back and regretted it?  Most of us have.  Why did we make that decision?  It was likely because we missed something in the beginning.  There was valuable information or input available, and we didn’t know it.  Now we know it, but look at all the suffering it took.  As sales professionals we can be proud that we help people make better decisions.

I have a friend who is a financial planner.  A few months ago he received an unsettling phone call.  A long-time client informed Dave that he was changing to another advisor.  He got a better deal.  Dave was surprised.  He had done well for his client, and been in there with him side-by-side all the way.  Dave was a good sport and accepted the decision.  With gentle persistence he also found out who his client was switching to.

The next day Dave decided to do some research on this person his client was moving to. He found that he had only been in the business two years and had worked for three different firms in that time.  That concerned Dave, and he called his departing client.  First Dave affirmed the clients decision.  He then said, “If you are like me, when you make a decision, you want to get all the relevant information you can.  I took a few moments to research the person you are moving your account to.  Here is some information I thought you would want to know as you move forward….”

Dave shared this information.  His client thanked him.  Later that afternoon, the client called, and said he had changed his mind, and wanted to stay with Dave.

The most important point to note is that the intent of Dave’s call was pure.  He wasn’t trying to get him to change his mind.  He was being a good friend, and sharing information he thought would help his client.   Let’s remember Dave’s story and the message:  As sales professionals, we help people make better decisions.

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