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®

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