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Life Cycle Selling
How To Make A Good First Impression
You must create trust with potential customers, before you
can convince them that you’re someone that they can leave
one of their biggest financial commitments, mortgage, in your
hand.
A good first impression from peoples gives you the
opportunity to establish your credentials and experience with
people, and the trust, eventually.
Otherwise people will simply shut off to what you say.
Why First Impression Matters
• Education level
• Economic level
• Perceived credibility and believability
• Competence and honesty
• Trustworthiness
• Level of sophistication
According to a study, people make eleven decisions about people in the first
seven seconds of contact (“7/11 Rule”), and the rest of their time is spent
finding evidence to prove their original impression, no matter that impression is
true or not:
• Level of success
• Political background
• Religious background
• Ethnic background and
• Social/professional/sexual desirability
YOU DON’T HAVE
A SECOND CHANCE
TO MAKE
A GOOD FIRST IMPRESSION
Tips on making good first impression
In order to leave a good first impression when meeting customer face to face,
here are some useful tips:
• Dress professionally
• On-time
• Smile
• Introduction: “Great to meet you, Susan, I am
John”
• The right handshake
• Speak clearly and calmly
• Make eye contact
• Use body language
• Turn off your phone during the meeting
Listen 10x more than you talk
Ask questions, maintain eye contact, smile, nod and respond, verbally and
nonverbally. That’s all it takes to show the other person he or she is important.
Don’t offer advice unless you’re asked, because when you offer advice, you make
the conversation about you.
Only speak when you have something important to say and always define
important as what matters to the other people, not to you.
Don’t be ego-driven.
Shift the spotlight
No one receives enough praise. Whenever possible, start the conversation
by telling the other person what they did well.
Not only will people appreciate your praise, they’ll also appreciate the fact
you care enough to pay attention to what they do.
And they’ll then feel a little more accomplished and a lot more important…
and they’ll love you for making them feel that way.
Example:
“You’ve made $60,000 savings over this short 3 years, it’s great. In fact I found that
saving up enough deposit is the biggest hurdle for first home buyers. You’re way ahead
of the most people. Well done!”
Give before you receive (and assume you will never receive)
Never think about you can sign up and convert that particular customer.
Focus on what you can provide. Giving is the only way to establish a real
connection and a real relationship.
Focus, even in part and even for a moment, on what you can get out of the
other person… and you show that the only person who really matters is you.
It will make whatever you say and offer is genuine.
Put everything else away
Don’t check your phone, don’t glance at your watch. Don’t focus on anything
else, even for a moment.
You can never connect with others if you’re busy connecting with your own
stuff, too.
Give the gift of your full attention. That’s the gift few people give. That gift
alone will make others want to do business with you and remember you.
Don’t be self-important
The only person who are impressed by your stuffy, pretentious, self-
important self are other stuffy, pretentious, self-important people.
You’re not to show off how important, how successful you are in front of the
potential customer.
They can’t care less. They’re irritated, put off and uncomfortable with it.
Keep positive
People only want to be around with those who make them feel good.
Even though they can’t achieve what they want to achieve at the moment,
such as low income, insufficient deposit etc, you should always point out the
bright side of the situation.
Nothing works better than providing people with the right direction to achieve
their goals, when you want to establish a long-term relationship with them.
If they eventually succeed based on your suggestion, they will never forget
you.
Resources: Michael Solomon NYU, Jeff Haden @jeff_haden

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Make A Good First Impression

  • 1. Life Cycle Selling How To Make A Good First Impression
  • 2. You must create trust with potential customers, before you can convince them that you’re someone that they can leave one of their biggest financial commitments, mortgage, in your hand. A good first impression from peoples gives you the opportunity to establish your credentials and experience with people, and the trust, eventually. Otherwise people will simply shut off to what you say.
  • 3. Why First Impression Matters • Education level • Economic level • Perceived credibility and believability • Competence and honesty • Trustworthiness • Level of sophistication According to a study, people make eleven decisions about people in the first seven seconds of contact (“7/11 Rule”), and the rest of their time is spent finding evidence to prove their original impression, no matter that impression is true or not: • Level of success • Political background • Religious background • Ethnic background and • Social/professional/sexual desirability
  • 4. YOU DON’T HAVE A SECOND CHANCE TO MAKE A GOOD FIRST IMPRESSION
  • 5. Tips on making good first impression In order to leave a good first impression when meeting customer face to face, here are some useful tips: • Dress professionally • On-time • Smile • Introduction: “Great to meet you, Susan, I am John” • The right handshake • Speak clearly and calmly • Make eye contact • Use body language • Turn off your phone during the meeting
  • 6. Listen 10x more than you talk Ask questions, maintain eye contact, smile, nod and respond, verbally and nonverbally. That’s all it takes to show the other person he or she is important. Don’t offer advice unless you’re asked, because when you offer advice, you make the conversation about you. Only speak when you have something important to say and always define important as what matters to the other people, not to you. Don’t be ego-driven.
  • 7. Shift the spotlight No one receives enough praise. Whenever possible, start the conversation by telling the other person what they did well. Not only will people appreciate your praise, they’ll also appreciate the fact you care enough to pay attention to what they do. And they’ll then feel a little more accomplished and a lot more important… and they’ll love you for making them feel that way. Example: “You’ve made $60,000 savings over this short 3 years, it’s great. In fact I found that saving up enough deposit is the biggest hurdle for first home buyers. You’re way ahead of the most people. Well done!”
  • 8. Give before you receive (and assume you will never receive) Never think about you can sign up and convert that particular customer. Focus on what you can provide. Giving is the only way to establish a real connection and a real relationship. Focus, even in part and even for a moment, on what you can get out of the other person… and you show that the only person who really matters is you. It will make whatever you say and offer is genuine.
  • 9. Put everything else away Don’t check your phone, don’t glance at your watch. Don’t focus on anything else, even for a moment. You can never connect with others if you’re busy connecting with your own stuff, too. Give the gift of your full attention. That’s the gift few people give. That gift alone will make others want to do business with you and remember you.
  • 10. Don’t be self-important The only person who are impressed by your stuffy, pretentious, self- important self are other stuffy, pretentious, self-important people. You’re not to show off how important, how successful you are in front of the potential customer. They can’t care less. They’re irritated, put off and uncomfortable with it.
  • 11. Keep positive People only want to be around with those who make them feel good. Even though they can’t achieve what they want to achieve at the moment, such as low income, insufficient deposit etc, you should always point out the bright side of the situation. Nothing works better than providing people with the right direction to achieve their goals, when you want to establish a long-term relationship with them. If they eventually succeed based on your suggestion, they will never forget you. Resources: Michael Solomon NYU, Jeff Haden @jeff_haden