7 MDRT Tips to Stay On Top of Your Game

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The financial services business is made up of a variety of advisors. Many who started left the business in the first few years, some are struggling to make a steady income and others have achieved a significant level of success. The definition of success varies for each of us and comes from both business and personal activities and accomplishments. Everyone has the opportunity to reach their full potential in every area, but few feel they actually made it. During my 34-year membership of … [Read more...]

Mastering The Art of Follow-Up

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It's a known fact that salespeople who consistently follow up generate higher sales than their colleagues who don't. However, mastering the art of effective sales follow up is challenging. We have all encountered prospects who expressed interest in our product, service or offering. But after that initial conversation that person has gone AWOL. We leave a few voice mail messages and send a couple of emails but get no response. We don't want to be perceived as a pest so we give up and move … [Read more...]

Four Sales Crimes You Must Avoid in Today’s Economy

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Times are tough for sales professionals everywhere. Clients are slashing budgets, shuffling business priorities, reorganizing internal responsibilities and avoiding almost every unnecessary risk. Today's climate has many prospects running scared and spending time with a salesperson is not exactly at the top of anyone's list. So what can you do to increase your chances of sales success in this turbulent economy? Hint: The answer is right there in your mirror. That's right. . . it's YOU! It's … [Read more...]

Financial Advisor Seminars, Best Practices

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For many Financial Advisors, putting on a seminar is daunting yet presenting a seminar should be easy. Attendees should sense a relaxed atmosphere; be surrounded by a comfortable, interested audience; and see a confident speaker delivering an informative presentation. Creating a successful seminar experience, in which the participants are not distracted from the important information they came to hear, takes preparation, practice, and plenty of fine-tuning. One way to help create a winning … [Read more...]

Avoiding Awkward Beginnings

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When you meet someone for the first time in business, your goal is three-fold. You want to get them to: Like you; Trust you; and Want to listen to you. Those three elements are absolutely necessary in order for them to make a buying decision based on the information you share with them. If they came in to your business after calling and speaking with you, it’s likely you said the right things on the phone to get them to at least come in and see what you have available. … [Read more...]

Five Ways to Get a Commitment on the First Call


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What kind of a commitment do you get from your prospect at the end of your prospecting call?  If you’re like most sales reps, the answer is, ah, none.  Or, it’s an undefined, “Well, I’ll follow up with you next week…”  If this sounds familiar – or if you’re a manager and it sounds like your whole team! – then you’re not alone.  You see, many sales reps haven’t been taught how to properly qualify prospects and they especially haven’t been taught how to ask for and … [Read more...]