Insights on the activities that drive the process of collaborating with and managing the decisions of qualified leads to purchase products and services. These are great articles for Financial Advisors, Sales Associates, and Service Associates. Examples: Prospecting, Cold Calling, Your Sales Process, Sales Techniques, etc.
Prospecting is vital to the success of a financial services agency. Finding and nurturing potential clients is a continuous journey that requires creativity and adaptability. If you're a financial service professional looking to revamp your prospecting efforts, here are five ideas to consider: 1. Leverage Your Existing Network Do you...
When it comes to life insurance, one common element tends to keep financial services professionals from reaching their goal. And that one common element is their own comfort zone. Talking about life insurance isn’t exactly comfortable for most people. In order to talk about death benefits you have to approach...
Everyone knows the benefits of cross-selling. It increases revenue. It creates customers that are less likely to leave. It protects clients. Your employees might even see it as a way to earn additional commission. Yet, many agencies still struggle to get their team on board with cross-selling. In fact, we...
What do you do if a sales appointment is cancelled? Or even if you don’t have the number of ideal sales appointments on your schedule for this week? If you’re like most people in the financial services industry the answer is probably something similar to, “Well, I always have work...
We hear from many Financial Services agents that they tend to “wing” life insurance sales. Sure, there are tools like fact finders, personal needs assessments, and agendas that can be used, but many agents seem to prefer a more natural conversation when it comes to selling life insurance. They feel...
Objections are a lot like curveballs. It’s a lot easier to hit a curveball if you know that is what is going to be thrown. It’s the surprise element that makes it more difficult to hit. Objections are similar. If you know they are coming, you know what they might...
