Selling Financial Services Is Different
By Brian K. McNeill

You can’t sell insurance, investments, or financial planning the same way you sell shoes or software. The stakes are higher. The objections are deeper. And the trust required is greater.

That’s why selling financial services is different—and that’s exactly what this book tackles head-on.

I wrote this for professionals like you: advisors, brokers, bankers, agents, planners—the ones out here trying to close real deals with real people who are cautious, confused, or just plain skeptical.

In this book, I don’t teach theory. I show you how to tell the kind of stories that open doors, build trust fast, and make people say “yes” without pressure. You’ll discover how to:

• Turn complex products into simple, relatable solutions
• Position yourself as a trusted advisor—not just another rep
• Handle objections without begging or bulldozing
• Get more referrals by being unforgettable
• And close confidently—without ever feeling like you’re pitching

Whether you’re new to the game or you’ve been selling for decades, this book will give you powerful, practical strategies that work—because they’re built for the financial world.

If you sell financial services, you need this book.
Because what you sell is different.
And how you sell it should be too.