How To Handle Accountant's Objections To Working With You

October 11, 2019 | By Elite Resource Team
Financial Advisors

Advisors and agents often find it difficult to effectively, yet genuinely, navigate the key objections that accountants express when considering working with them. Objections such as, “It’s not a good time / I’m just too busy.” Or “Can you send me something to review like a website or brochure?” Overcoming objections isn’t about a slick comeback line or stronger sales pitch. It’s about understanding first and foremost where the accountant is coming from, and then responding to their objection in a way that helps address the core issue.