0. Index¶
title: Handling Objections (Q&A) description: [AFW P.6] The Question & Answer segment is where your prospects really decide whether to do to business with you (or
Index of Securties Objections
- 1. Why should I hire you? / Are you worth your fee? / What makes you different? / No-Load? / Robo-Advisor? / Artificial Intelligence?
- 2. I already have a financial advisor
- 3. Why do Stocks Go Up? Are they Consistent?
- 4. Are You A Fiduciary?
- 5. What if your broker/dealer, firm or company goes belly-up?
- 6. I don't like mutual funds
- 7. Would I better off in an index / no-load mutual funds?
- 8. Do you believe in investing in individual stocks? I pick my own stocks.
- 9. Market is too high/low/other to invest right now.
- 10. I Already Have Enough for Retirement.
- 11. Market has a Downturn / Crisis / Crash / Government & Politics
- 12. I'm afraid of the stock marketICA & 6 Predictions.
- 13. I don't want to take any risks. I don't want to lose my principle.
- 14. Should I invest my Home Equity?
- 15. I don't want to be locked into an IRA.
- 16. I have lost money in my retirement accountVariable annuity intro.
- 17. Variable Annuities are taxed at ordinary income.
- 18. Why Does the Variable Annuity have Surrender Charges?
- 19. Should I Save for My Retirement or My Child’s Education?
- 20. I'd like to invest in real estate.
- 21. I'd like to invest in gold or other precious metals.
- 22. Why not invest in Cryptocurrency?
- 23. I like target-date and/or tactical funds.
- 24. Shouldn't I be invested in some bonds?
- 25. I'd like to invest in socially-aware funds.
- 26. What about equity-indexed annuities? (and SPIAs)
- 27. How to Handle the "Holidays".
- 28. I'm retired already. I don't have time to wait for the market to come back.
- 29. You're too young/inexperienced to be an advisor.
- 30. Handling Troublesome Clients
- 31. Client wants to go against your advice
- 32. Client is withdrawing from retirement accounts at a higer rate than they should.
- 33. Both Spouses, or None
- 34. The Fine Art of Waking Away / Lost Client / Disengaging from Non-Cooperative Client
- 35. Client Wants You To Read Some ""Esoteric"" Research Paper
- 36. What About Alternatives?Hedge Funds, Private equity, opportunity funds etc. + Tax Harvesting