Message Mapping

Effective communication is the driver of your success

At its most basic level, the job of a financial professional is to sell clients products that help them achieve the retirement they want. But as you well know, it’s more complicated than that. You have to have a communication strategy that resonates with your clients and clearly conveys the ins and outs of each product. To put a finer point on it: 88% of clients would consider their financial professionals’ frequency and style of communication when deciding whether to retain their services.¹  

The Message Mapping workshop is designed to help you communicate better with your prospects and clients. The workshop built upon an extensive, proprietary study that looks at what words, phrases, and tools financial professionals should add to their vocabulary and which ones they should lose. 

The blueprint for better conversations

With the Message Mapping workshop, we’ve developed four distinct maps for you to follow based on where you are in the selling process.

They are: 

• Listen and learn: Get to know your customer and establish relationship preferences.
• Inform and educate: Consider introducing strategies for broader financial goals. 
• Identify opportunities: Gauge interest in strategies based on your knowledge of the customer.
• Propose the strategy: Position strategies as a response to their goals and desires.

Each map provides a series of checkpoints, so you know you’re headed in the right direction. Throughout the workshop, we’ll dive deep into each checkpoint, so you leave with a firm understanding not just of what tactics and words to use, but why they work. 

Get started with the Message Mapping workshop

To learn more about this workshop, start by filling out the form below. Global Atlantic representative will email you the program materials and set up some time to discuss your needs. All programs are customizable and available online or in-person.