S1:E15 – The Three Levels of Commitment

In this episode of Advisor Skinny, Mike explores the three different levels of commitment: verbal, written, and monetary. These levels are a foundational element when transitioning an individual from a prospect into a client. People often need time to be able to digest the process in smaller pieces, so it is unrealistic to expect that they will sign their portfolio over to you after a single meeting. By understanding and utilizing the three levels of commitment in your process, you can help individuals to leave the first appointment with the proper frame of mind and create the need to return with solutions.


Show Notes & References

The Chain-of-Secrets® Fast Track series takes the business building concepts and strategies of the live COS event and delivers them in a virtual format. Affiliated advisors are afforded the opportunity to learn from a distance and revisit specific concepts on their own time. As a part of our ongoing coaching and consulting with advisors, USA Financial uses this series as another business building educational resource to help communicate and train advisors on a variety of entrepreneurial topics.


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