Today, immediately, I want to give you 6 specific tips to help in the process of thinking of YOUR distinct and effective sales process name!

Step 1 – Be Positive. Stay away from negative connotations about the market, Wall street, the government or anything that could be considered disparaging

Step 2 – Make it memorable. This is SUPER important. Aim for words that stir emotion and sound fresh.

Step 3 – Strive for meaning. The decision to trust a financial professional (or anyone really) is a big one. Show you understand prospects’ concerns.

Step 4 – Avoid too many specifics. It’s good to be precise, but don’t pigeonhole yourself.

Step 5 – Stay compliant. Avoid words or statements that would likely be considered “overly promissory” or require disclosures.

Step 6 – The final one. Keep it simple. Use words that are easy to pronounce and spell.