Case Study

Eliminate the prospects who will never buy
Identify serious buyers immediately

A highly successful mutual fund company needed to improve their sales closing ratio to make better use of their time. That meant finding out the difference between those clients who were just “kicking their tires” versus those who were seriously looking for a new financial advisor.
It turned out that there were significant differences in the below-conscious Motivation Triggers™ in their high value clients and in the “tire kicking” group of prospects.
As a result of understanding these critical differences, we were able to design their sales process to match how the customers decide, helped with branding, slogan development and website design. They reported dramatically increased closing rates and overall sales.