Senior on Fixed Income

Likes

Guarantees, no risk, clear terms, respect

Dislikes

Pressure, complexity, long commitment

Recommended sales approaches

• The Analogy It's like X for Y.
• The Ben Franklin List pros and cons; guide to pros.
• The Bot Fast, automated response.
• The Busy Person Respect their time: 'I know you're busy—here's the one thing...'
• The Comparison Side-by-side: us vs. them or before vs. after.
• The Dave Approach and say 'Hey Dave! I haven't seen you in years!' and segue into your pitch.
• The Early Access Early access to new features.
• The Game Changer This changes everything.
• The Hybrid Support Bot plus human when needed.
• The Insider Tip What insiders use.
• The Last Piece The last piece of the puzzle.
• The Local Local business or sourcing.
• The Moment Right message at the right moment.
• The Objection Handler Address objections proactively with proof and empathy.
• The Onboarding Great onboarding as part of the sale.
• The Price Anchoring Show high option first so target price feels reasonable.
• The Rent Rent when you need it.
• The Safe Choice We're the safe, proven choice.
• The Secret Share a 'secret' or insider angle.
• The Trial Close Test readiness: 'How does that sound so far?'
• The Webinar Educate via webinar; offer at the end.