Feb 21, 2022

3 Tips to Make Your Power Close More Powerful

The purpose of a workshop Power Close is to get your audience excited to book an appointment with you.

Rebecca Steffens

What good is hosting a workshop if you can’t convert attendees to appointments? White Glove was founded on running successful workshops, and part of that success relies heavily on the Power Close.

You want your audience to leave feeling great about themselves, thinking about their future and how YOU can make it more lucrative for them. Do this and you will maximize the number of appointments booked from your workshop.

So what makes a Power Close more powerful? After years of perfecting the process, we have developed a few tips to help you out!

Tip 1: Ask questions that your audience can relate to.

Use the Power Close to put real-world, likely scenarios front and center with your audience. By doing so, your audience will picture themselves and their families in that circumstance, and they are going to want to meet with an expert to plan for that situation. You can be that expert that they are looking for.

Example: What plans have you and your children made for dealing with rising healthcare costs and long-term care?

 

Tip 2: Talk about the appointment experience

Walk your audience through the entire experience of working with you. From the paperwork they need to bring, to where the appointment will be held, to who they will be meeting when they walk through the door. Don’t let them leave the workshop with these types of questions lingering. The more they know, the more likely they are to book.

 

Tip 3: Give your audience something to look forward to

The goal is that by this point, your audience will already be looking forward to their appointment with you. You can increase that excitement by adding a freebie to the booking process. It doesn’t have to be big- just a little icing on the cake by booking an appointment. You can offer them a free report or tax analysis with their financial planning. The freebie can even be as simple as “learn some new ideas about estate planning.” Everybody loves a gift, and sometimes that can be just the thing to compel someone to decide to book an appointment with you.

 

Of course, there is much more to the Power Close than just these three tips. When you work with White Glove, you can gain full access to White Glove University which includes advisor roundtables, guides, training, sample presentations, and even 1:1 consultations with practice management mastermind Frank Maselli. When you sign up for White Glove ONE, you get access to White Glove University FOR FREE! Reach out to one of our Executive Marketing Consultants to find out how.

Rebecca Steffens

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3 Tips to Make Your Power Close More Powerful

Successful financial advisor smiling

What good is hosting a workshop if you can’t convert attendees to appointments? White Glove was founded on running successful workshops, and part of that success relies heavily on the Power Close.

You want your audience to leave feeling great about themselves, thinking about their future and how YOU can make it more lucrative for them. Do this and you will maximize the number of appointments booked from your workshop.

So what makes a Power Close more powerful? After years of perfecting the process, we have developed a few tips to help you out!

Tip 1: Ask questions that your audience can relate to.

Use the Power Close to put real-world, likely scenarios front and center with your audience. By doing so, your audience will picture themselves and their families in that circumstance, and they are going to want to meet with an expert to plan for that situation. You can be that expert that they are looking for.

Example: What plans have you and your children made for dealing with rising healthcare costs and long-term care?

 

Tip 2: Talk about the appointment experience

Walk your audience through the entire experience of working with you. From the paperwork they need to bring, to where the appointment will be held, to who they will be meeting when they walk through the door. Don’t let them leave the workshop with these types of questions lingering. The more they know, the more likely they are to book.

 

Tip 3: Give your audience something to look forward to

The goal is that by this point, your audience will already be looking forward to their appointment with you. You can increase that excitement by adding a freebie to the booking process. It doesn’t have to be big- just a little icing on the cake by booking an appointment. You can offer them a free report or tax analysis with their financial planning. The freebie can even be as simple as “learn some new ideas about estate planning.” Everybody loves a gift, and sometimes that can be just the thing to compel someone to decide to book an appointment with you.

 

Of course, there is much more to the Power Close than just these three tips. When you work with White Glove, you can gain full access to White Glove University which includes advisor roundtables, guides, training, sample presentations, and even 1:1 consultations with practice management mastermind Frank Maselli. When you sign up for White Glove ONE, you get access to White Glove University FOR FREE! Reach out to one of our Executive Marketing Consultants to find out how.