Conversion
How do I handle objections in a financial consultation?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I handle objections in a financial consultation?
Most objections are about trust, cost transparency and control. Lead with fee clarity, verifiable credentials, references, and a low-commitment next step (cashflow review).
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Top 4 objections + responses
- "Too expensive" - show ongoing fee vs DIY cost, frame LTV
- "Can I trust you" - FCA reference, PI cover, Chartered status
- "Let me think" - book a specific follow-up, send case study
- "I already have an adviser" - offer second opinion / no-obligation cashflow review
Close
Always end with a dated, committed next step.
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