The organic growth rate for investment advisors has taken a hit since 2019, with the average investment advisor firm growing at a slower pace.

But there is a way to turn things around.

In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while unveiling powerful strategies to unlock the potential of organic growth.

Marc discusses:

• Priority, perspective, and pressure as key components to cultivating fruitful client-advisor relationships
  
  
• The firm’s Other-Centered Selling® approach
  
  
• Why traditional selling techniques are becoming less effective and ways advisors (like you!) can build client receptivity 
  
  
• The concept of ‘permission for value’ 
  
  
• Ask questions: The value of providing meaningful solutions to client problems and pain points
  
  
• How to conduct discovery meetings that build trust and facilitate meaningful connections
  
  
• And more!
  

Connect with Marc Lamson:

• LinkedIn: Marc Lamson 
  
  
• ASLAN Training  
  

Connect with Jack Martin:

• InsurMark
  
  
• LinkedIn: Jack Martin 
  

About Our Guest:

As the President of ASLAN, Mar Lamson is responsible for all day-to-day operations including the firm’s sales and marketing efforts and growing success in helping clients be Other-Centered®