I Always Follow Through (Posted November 6, 2018)
|
Golf pros will tell you following through with your swing is critical. The key is to do it consistently so your game can be more dependable.
|
Optimal Outcome Insights - Page 19
Since 2006, Benchmark Business Group has worked extensively with insurance agents, financial advisors, field leaders and professionals in the financial services industry. Our newsletter Optimal Outcome Insights provides additional value to financial services professionals in short and thought-provoking articles with practical insights. Delivered to your inbox on the 1st and 3rd Tuesday of each month, these insights will challenge you to design your Agency to achieve optimal results. You can sign up here or read published Optimal Outcome Insights below.
What you say may hurt your business (Posted October 16, 2018)
|
As a baby, we learn how to say words, form sentences, and start to learn how grammar works. As we mature, we begin to understand how to use words to motivate and persuade others.
|
The Right People Holding the Right Meetings - Consistently! (Posted October 2, 2018)
|
Financial Services Professionals are not having the right conversations, with the right team members, at the right times. In fact, most Financial Services Professionals don't hold regular meetings of any kind with their team.
|
Keep the Momentum Going All Year (Posted September 18, 2018)
|
Do most of your sales happen in the 4th quarter? If so, you are not alone. In fact, most financial services professionals have their biggest revenue-generating months in the last quarter. And, several agents and advisors have the majority of their annual revenue generated in these last months.
|
Promise-Based Selling (Posted September 4, 2018)
|
Before a prospect becomes a client your business makes a promise to them. In some businesses that promise is implied in the sales process. Preferably, it's clearly stated and used as part of the sales process.
|
The Flow of Money (Posted August 21, 2018)
|
In the financial services industry, the focus is often on where the next sale is coming from without taking a step back to look at the big picture.
|
Are you Asking for it? The Close That is. (Posted August 7, 2018)
|
When it comes to the closing appointment with a prospect, asking for the sale is a key element. This may seem obvious; however, too often asking for the sale doesn't happen.
|
Agen-duhs (Posted July 17, 2018)
|
There's a secret tool that many successful financial services professionals use with every step of their sales process.
|
How independent is your team? (Posted July 3, 2018)
|
Take a moment and think what would happen if, for some reason, you weren't able to work for the next three weeks.
|
When Systems Work (Posted June 19, 2018)
|
Most small businesses pride themselves on customer service. In fact, when we talk to most financial services professionals they note that exceptional customer service is one element that sets their business apart from the competition.
|
