What Makes SPIN Different
Traditional sales talks open with features and benefits, hoping something lands.
SPIN flips the script: four questions—Situation, Problem, Implication, Need‑Payoff—get prospects to name their pain and picture the payoff. One of our top producers used this flow to turn fence‑sitters into clients, and we’ve boiled his framework down to a checklist you can glance at during any call.
The 4‑Step SPIN Framework in Action
Situational Questions
1-Get the facts
Asses client’s current situation. The goal here is to gather information.
Poblem Questions
2-Get the facts
Identify the problem/worry your client is dealing with that you can solve.
Implication Questions
3-Magnify the cost
Unveil consequences and impacts of the problem coming to fruition (visualize the pain).
Need-payoff Questions
4-Show the upside
Ask what it would mean to them if you could solve their problem at hand.
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I continue to work with cfd Investments because they are leading edge. The officers attend several conferences every year. They not only know what is currently working and the trends this year…they know what the trends will be in 5 years. The goal of cfd Investments is to grow with the adviser.
Leaving a major wirehouse to join cfd was the best decision of my career and my only regret is not doing it sooner! This organization is truly special for many reasons, but it all starts with the people who work here; The cfd team is filled with incredibly kind, talented, and knowledgeable people who consistently go above and beyond to serve their advisers while cultivating a familial environment. To anyone looking for a new opportunity to work with a broker dealer that truly values their advisers; There is no place I’d rather be...
When looking for a new broker-dealer, my search targeted small, non-corporate, independent institutions. I came from the large corporate environment, and it drove me insane. I was a number. Service, the advisors, and the clients were secondary to corporate policy and the bottom line. With CFD, the advisors and the clients come first, and that is proven every day. It’s been two years now that I selected CFD to assist me in serving my clients. They have helped me put the past behind me, and continue to show me the future is bright in their organization. I am a member of the family, and they demonstrate so at every turn.