Hey everyone, Booker Brown here. 23 years in education before I made the jump into financial services. I help people 50+ — teachers, nurses, corporate folks, federal workers — move their retirement money from tax-deferred to tax-free, using what I call the ERFT Framework: Eliminate Risk, Fees & Taxes. The gap that’s costing me money: My discovery calls and presentations land clean — prospects nod, get it, even say “this makes sense.” Then I hit the finish line and the ball just sits at home plate. “Let me think about it.” “I need to talk to my spouse.” I built the front of my process well (education, framing, humanizing) — it’s the close, collapsing the decision in the room instead of letting it drift, where I bleed deals. My question for you: When a financially literate, analytical prospect gives you a polite stall after a strong presentation, what’s your go-to frame to get them off the fence in that same conversation — without sounding pushy?

@Matthew Galpin thank you me too