006: Simon Bowen - Using Visual Models to Simplify the Complexity of Finance

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

As a financial advisor, your clients don’t choose you because they want an average future; they choose you because they want to win the game of life.

The problem isn’t that you don’t know how to build a plan that will get them there.

The problem is that you have to convince them that you are the person who can help them do it.

So, how do you communicate to prospects that you’re the right person for the job?

Today’s guest, Simon Bowen, is here to help you with that answer.

Simon is Australia’s #1 authority on visual based thinking. In other words, he’s a master at using drawings to simplify complex ideas and information.

Through his proprietary process, The Models Method, he has helped Fortune 500 companies, heads of Government, the military, industry leaders, and countless organizations, to accelerate performance.

Whether it’s to convert more clients, distill complex topics into easy to communicate language for your team, or create higher levels of ownership across your organization so you can effectively scale, Simon’s visual models can help you get there.

3 of the biggest insights from Simon Bowen…

#1 The “compete & retreat” sales talk that’s pushing your prospects away—and what to do instead to create a collaborative communication experience that builds value and trust.

#2 Powerful whiteboarding techniques you can use during meetings, to simplify complex concepts and help your clients visualize a path to success.

#3 Why you can’t build a scalable or sellable business that relies on your sweat equity—and how to instead distill your genius into replicable frameworks that your team can easily model.

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SHOW NOTES

To get access to today's show notes, including links to all the resources mentioned, visit https://bradleyjohnson.com/6

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Any references to Triad Member experiences reflect their unique experience which may not be representative of all Triad Member experiences; results will vary.

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