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Advisor Videos
MY SALES PROCESS
I am often asked about my sales process, and I thought it might just make my life and yours much easier to just share videos of each showing each step. I hope these videos help you increase your success. Let me know what you think. Any improvements or suggestions?
SALES PROCESS
Before the Meeting
What is a good practice prior to your meeting? Using a Website and LinkedIn are great tools. Be sure to prep your client 2 min in advance.
Opening Dialog
How you start a conversation is VITAL to your success. If you do this part wrong, you may build sales reluctance and not recover.
HOOK and VALUE #1
Learn how to create a HOOK and VALUE method to get the client engaged and onto the process you want them to follow.
HOOK and VALUE #2
Learn how to create a HOOK and VALUE method to get the client engaged and onto the process you want them to follow.
Connect the Value
After you have the HOOK and VALUE established, it is VITAL to connect this back to the type of services you want to offer.
Asking Questions
Learn how to gather information through conversation, not interrogation. Watch how I gather the details we need without alarm.
CPA Conversation
Every business owner should have a CPA, but we do not want this to be an objection, so we need to address it first in an effective way.
CPA and Advisors
Here is a great method for WHY the client needs your Tax Team where everyone is connected and working as a team.
Schedule the Call
Learn how to schedule a call with the client in a way that is simple and very effective, so you eliminate a NO-SHOW on your next meeting.
RETIREMENT ANALYZER SOFTWARE
If you would like to get this software for free, let me know.
Initial Meeting
Here is a video about how I use the Retirement Analyzer software with the client. This is a great way to build value.
ROTH Conversion
For the right client a ROTH conversion can save them thousands of dollars if not millions. Here is how you show this value.
COMMING SOON
Selling Annuities
Using the Volatility Buffer or Bond Alternative for selling Fixed Index Annujties is a simple way for the client to see the value.
COMMING SOON
LinkedIN Training
How to set it up
COMMING SOON
How to post FREE content
COMMING SOON
How to post messages
COMMING SOON
Strategy Training
Premium Finance
How to increase the odds of closing on Premium Finance with our clients.
COMMING SOON
COMMING SOON
COMMING SOON
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All details found on our website are for educational purposes only. For legal or tax advice, you should contact your qualified attorney or tax professional. We are not acting in the role of either a legal or tax authority.
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