As we all know, financial managers also have performance appraisal. They are also sellers while helping customers manage their wealth. How do they sell the products they need to recommend efficiently? Good service is very important!

Imagine that if the financial manager didn't communicate with you well, he would recommend products to you as soon as he came up. Would you be disgusted? He doesn't understand your situation and demands, and the products recommended to you are definitely not suitable for you. Therefore, if you want to sell your products effectively, intimate service is very important. Through the necessary services, customers will feel that you are a professional and trustworthy financial manager, which is far better than selling with a purpose.

Screen out a batch of fine products

In the wealth management market, there are many kinds of wealth management products, whether they are funds, insurance or other categories. For financial planners, it is necessary to have certain sensitivity and select a number of fine products from many products.

For financial planners, financial institutions will filter out most products themselves. When financial planners come, the products they need to screen are actually much less than those faced by financial institutions. However, in the process of category screening, financial planners still need to have a strong ability to simplify the complex and choose three to five products in each category.

Create your own explosion

In fact, this can be similar to the above-mentioned boutique. Among many products, choose the product type that you may be more familiar with or interested in; For example, if you are interested in fund products, you can strengthen your familiarity and understanding of these products through peer sharing, predecessors' explanations, books and other aspects, turn these products into your explosive products, and at the same time put your own labels on them, so that users can see these products and think of you first, effectively improving your customer acquisition ability.

Enhance user stickiness through professionalism.

As we all know, non-net-worth products are simple products. Over time, customers will have the illusion that only high returns are the only measure. For financial planners, such users are not sticky. Over time, such users will slowly leave you if they don't see high returns on your side.

So how can we effectively do user stickiness? First of all, through communication with users, understand their real situation and actual demands, and make reasonable product recommendation and wealth planning according to their demands to help users obtain long-term benefits rather than short-term benefits, thus strengthening users' trust and goodwill towards you.