Sales objections v2 Flashcards
Objection: I already have a financial advisor.
Technique: Value Comparison
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?
Technique: Gatekeeper Positioning
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.
Technique: Time Sensitivity & Brief Commitment
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.
Technique: Future Optimization
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.
Technique: Soft Close & Open Door
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.
Technique: Complimentary Expertise
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.
Technique: Personalization & Trust Rebuild
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.
Technique: No-Pressure Framing
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.
Technique: Inclusivity Approach
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.
Technique: Differentiation & Trust Building
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.
Technique: Relating & Simplifying
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 just don’t like talking about finances with people.
Technique: Low-Pressure Approach
I completely understand! That’s why I focus on making conversations comfortable and informative, without any pressure. Even a quick 15-minute call could provide insights you might find valuable. Would Tuesday or Thursday work better?
Objection: I’ve already looked into all my options.
Technique: Insight Refresh
That’s great! The market and opportunities are always evolving, and my role is to bring my clients the most up-to-date insights. A quick 15-minute call could give you a fresh perspective. Would next Tuesday or Thursday work?
Objection: I don’t have enough assets to invest.
Technique: Long-Term Relationship Building
That’s a common concern, but financial planning isn’t just about investing—it’s about building a strategy for your future. I work with clients at all levels to create a plan that grows with them. Would you be open to a quick 15-minute call next week?
Objection: I don’t want to pay for financial advice.
Technique: Value Proposition
I completely understand, and the good news is that our initial conversations are entirely complimentary. My goal is to offer valuable insights upfront so you can make informed decisions. Would Tuesday or Thursday work better for a quick chat?
Objection: I don’t want to be locked into anything.
Technique: No-Commitment Framing
That makes sense! My role is to provide guidance and information—there’s absolutely no obligation. If nothing else, you’ll walk away with useful insights. How does a quick 15-minute call next Tuesday or Thursday sound?
Objection: I’m comfortable with where I am financially.
Technique: Optimization & Future Planning
That’s great! My conversations aren’t about major changes—they’re about fine-tuning your strategy to make sure you’re maximizing every opportunity. Would you be open to a brief 15-minute call next week?
Objection: I don’t want to be sold anything.
Technique: Educational Approach
I completely get that, and my goal isn’t to sell—it’s to educate. I work with my clients to explore strategies that align with their goals. A quick 15-minute call could give you insights you might find valuable. Would next Tuesday or Thursday work?
Objection: I have a family member or friend who handles my finances.
Technique: Complementary Expertise
That’s great! Many of my clients have someone they trust, but they still find value in additional insights from a JPMorgan perspective. A quick 15-minute call could be a good way to compare strategies. Would next Tuesday or Thursday work?
Objection: I’m not in the market for financial advice right now.
Technique: Future Positioning
I completely understand. My role is to be a resource whenever the timing is right. Would you be open to a brief conversation now, or should I check in down the road?
