Sales Objections Flashcards
Objection: I already have a financial advisor.
That’s great! Many clients I work with do too, but they find value in a second opinion—especially with JPMorgan’s exclusive insights. A quick 15-minute call might add value to your current strategy. Would Tuesday or Thursday work better?
Objection: I need to do more research. Can you send me an email?
Happy to send some materials, but that’s actually why I reached out. Rather than general info, I’d prefer to walk you through key insights tailored to you. Let’s do a quick 15-minute call next week—Tuesday or Thursday?
Objection: I’m too busy right now.
I get it! That’s why I keep these meetings brief—just 15 minutes to share key insights my top clients are using. If now isn’t ideal, let’s find a time that fits your schedule. Next Tuesday or Thursday?
Objection: I don’t see a need to make changes.
Totally fair! Many clients aren’t looking for major changes either—they just want to ensure they’re positioned optimally for 2025. A quick conversation could help. Would Tuesday or Thursday work better?
Objection: I’ll reach out if I need anything.
I appreciate that! If anything changes or you ever want to review options, I’d be happy to be a resource. I’ll check in later, but feel free to reach out anytime. Thanks again for your time!
Objection: I handle my own investments.
That’s great! Many of my clients do too, but they still find value in getting insights from JPMorgan’s strategies. A 15-minute call could provide additional perspectives. Tuesday or Thursday?
Objection: I don’t trust big banks.
I understand! That’s why I focus on a personalized approach—it’s about working with the right advisor, not just the institution. Let’s have a quick chat to see if we’re a good fit. Next Tuesday or Thursday?
Objection: I don’t make financial decisions quickly.
That’s actually a great quality! This isn’t about making immediate changes—just exploring strategies for the future. Let’s do a 15-minute call, and you can take your time from there. Tuesday or Thursday?
Objection: I don’t think I qualify for JPMorgan’s services.
That’s a common misconception! JPMorgan works with professionals at all levels, and I tailor my approach to your needs. Let’s do a quick call to explore relevant strategies. Tuesday or Thursday?
Objection: I’ve had a bad experience with financial advisors.
I understand—that’s why I take a transparent, client-first approach. My role is to provide customized financial strategies aligned with your goals. Let’s do a quick chat to see how my approach differs. Would Tuesday or Thursday work?
Objection: I just moved and have a lot going on.
Makes sense—moving can be hectic! Many clients in transition find it helpful to review their finances to ensure alignment with their new situation. A quick 15-minute call could help. Tuesday or Thursday?
Objection: I only work with fee-only advisors.
That’s great! JPMorgan offers various advisory models, including fee-based services. More importantly, my role is to provide objective, high-quality advice. Let’s do a quick 15-minute call. Tuesday or Thursday?
Objection: I’m just not interested.
I respect that, and I appreciate your honesty. If your situation changes, I’d be happy to be a resource. I’ll check in down the line, but in the meantime, feel free to reach out anytime. Thanks again!
