More often than not, good will prevail in business. If advisors operate their practices honestly and ethically, their business will grow and enjoy years of success. Unethically-operated practices do not have longevity, especially because clients can easily share information that influences prospects. Ethical advisors prioritize kindness and client relationships rather than commitments and sales. They act in their clients’ best interests to build an ethical foundation for their practice. Advisors … [Read more...]
3 Customer Service Secrets
How would you rate your cell phone company’s customer service? To get the answers to these questions, we conducted a survey and here are some of the words consumers used most often: Dread Frustrated Angry Hopeful I’ll bet you can add some of your own words to that list, but the end result would probably be more negative ones than positive. Customer service basics are a part of all inside sales positions. How are you at these crucial skills? Take the following quiz yourself and … [Read more...]
Stories That Sell & The 7 Simple Steps
Here is a life insurance and annuity sales training webinar by Tom Hegna that you don't want to miss and it is free. In this webinar, Tom will share with you the powerful words, language, questions and stories that he uses to explain to retirees why they MUST use protection products in their portfolios. This is based on math and science - not opinons! He will also show how this will allow your clients to be happier in retirement and even live longer. This webinar is FREE and you can check … [Read more...]
Everything You Need to Know about Long-Term Care Insurance
The article is critical for those: That are age 55 or older With parents or grandparents ages 55-75 Note: You could end up being a caregiver, so read on. If you have not dedicated your career in the caregiving field, many people find being a caregiver to be extremely challenging. Please understand the caregiver I am referring to is the “informal caregiver” - someone who is not compensated for the work they do, but rather forced to frequently provide care for a loved one - alongside … [Read more...]
The Technique that Avoids Rejection
Prospecting by phone can be hard—gatekeepers screening you out, decision-makers don’t want to talk to you, etc.—but it doesn’t have to be. I’m going to give you one proven sales technique to use that will allow you to overcome many of the sales objections you’re getting now. In fact, if you just take a few days to memorize this scripted sales technique, and then use it on each and every call for a week, you’ll be amazed by how much easier prospecting (or cold calling) becomes. Before I … [Read more...]
Using Your Social Connections (Part 2)
At the risk of being redundant (not to mention repeating myself ), these pieces that you write, allow you to reach out to people leading with value; they establish your relevant credibility – moving people to action; and they provide your clients and centers of influence with tools that will help them feel comfortable introducing you to others. “She/He wrote the book on ___________.” Speaking to Groups As with writing, speaking to groups of prospects or influencers can be a powerful dose of … [Read more...]
The Million Dollar Round Table Announces 2018 Executive Leadership Team
PARK RIDGE, Ill. (Sept. 1, 2017) — The Million Dollar Round Table (MDRT) announces the appointment of James D. Pittman, CLU, CFP, to President and Ian Green, Dip PFS, to Secretary of the organization’s Executive Committee. Pittman, from Portland, Ore., will be the 92nd President of MDRT and will succeed 29-year member Mark Hanna, CLU, ChFC, of Concord, Calif., who will become the Immediate Past President. Ross Vanderwolf, CFP, a 30-year member from Fortitude Valley, Australia, will serve as … [Read more...]