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21. How can You Secure More Referrals, Recommendations & Introductions?
(Sales Blog 101)
Perhaps you will agree the only thing that feels better than receiving a warm introduction from one of your clients to their friend, relative or business associate is when they buy a product or service ...
Created on 30 July 2014
22. Producer Spotlight Interview with Michael Smith - Wealth Advisor
(Spotlight Interview_Thrivent)
... investing myself into these degrees, I actually view it more as investing in my clients. You’ll notice the the degrees and designations that I have pursued surround the areas that I would say benefit my ...
Created on 30 July 2014
23. Producer Spotlight Interview with Ron VanSteenacker - Financial Associate, Conference Qualifier
(Spotlight Interview_Thrivent)
... the skills in conversations with your prospects and clients? A: I’ve had a lot of success with connecting with individuals. One of the main points that we discussed as a sales individuals or for someone ...
Created on 27 June 2014
24. Listening with Your Eyes and Heart
(Sales Blog 101)
... topic under discussion.  Using this approach improves your ability to better understand prospects, clients and co-workers, Two keys to reading body language are 1) being able to understand a person’s ...
Created on 28 May 2014
25. Producer Spotlight Interview with Dixie Hall CFP®, FIC - Financial Associate
(Spotlight Interview_Thrivent)
... It was towards the end of summer that my supervisor informed me of a part time position starting up in the fall where I would be talking to clients about investing. Of course I didn’t know anything about ...
Created on 28 May 2014
26. Easy Way to Attract New Clients ...
(Sales Blog 101)
Easy Way to Attract New Clients Click below access all your training solutions. Attracting the attention of enough prospects is tough.  For some financial advisors, especially those who are new, ...
Created on 25 April 2014
27. Producer Spotlight Interview with Luke Ficken CFP®, FIC – Lead Financial Consultant
(Spotlight Interview_Thrivent)
... a different career the first thing that pops back into my mind, is my clients and being away from those relationships… and it’s not a good thought. Q: What surprised you as far as your expectations were ...
Created on 25 April 2014
28. The Value of Coaching
(Sales Blog 101)
... not a problem for you and business is up. The Main Thing You spend so much of your time taking care of your clients.  Now it is time to take care of you. When you are offered the chance to join up ...
Created on 07 April 2014
29. Sample Transitions Statements for Clients with Existing Plan ...
(Sales Blog 101)
... plan consider getting a second opinion periodically to make sure they aren’t missing out on new planning or investment strategies.  (slight pause to listen and evaluate the prospect)  We help our clients ...
Created on 31 March 2014
30. Open Conversations to Discuss Creating a Plan
(Sales Blog 101)
...  That’s why we help our clients identify the bills that would be left unpaid so they can make plans to pay them without derailing their retirement income stream.   Boomer Generation:  Sample Transition ...
Created on 31 March 2014
31. Helping Clients Build Bridges to Retirement ...
(Sales Blog 101)
Are you on the same page when it comes to building trust and planning with your clients?   Try taking this short quiz.  How important do you think it is for people from each generation to have a financial ...
Created on 31 March 2014
32. Interview with Susan Lovejoy, Financial Associate
(Spotlight Interview_Thrivent)
... been your experience with the change in the outcomes of conversation when you are using the CAPS™ skills with prospects and clients? A: I think what improved most with me was my closing skill. Off all ...
Created on 31 March 2014
33. Website Terms & Conditions of Use
(general)
... om is a Blog, Forum/Online discussion, Social Networking, E-commerce, and Survey and Community Building. Site The purpose of our website is to attract, serve and keep ideal clients. Information is provi ...
Created on 18 March 2014
34. Turning Obstacles into Selling Opportunities
(Sales Blog 101)
...  from the people you meet and your current clients to quickly identify those who will openly talk to you about their needs for life insurance. 1)  Direct Approach using an Open Probe:  How do yo ...
Created on 28 February 2014
35. Turning Obstacles into Selling Opportunities
(Sales Blog 101)
... light pause to listen and evaluate the person's attitude) That's why many of my clients periodically have a short conversation with me so I can help them figure out what kinds and amounts of life insura ...
Created on 26 February 2014
36. Why are you Listening?
(Sales Blog 101)
... e story of their: Past Present Future C – Concerns and Consequences – Whenever you hear and understand your prospect's or client's concerns... and their understanding of the conse ...
Created on 29 January 2014
37. Interview with Justin Espenson, Financial Consultant
(Spotlight Interview_Thrivent)
... a conference qualifier the last three years. Production wise, I’m doing fairly well. I have a pretty decent mix of investment clients as well as insurance. Q: What can you tell me about your family? ...
Created on 29 January 2014
38. Faithful Delegators and Generous Planners
(Sales Blog 101)
Faithful Delegators & Generous Planners Recently Thrivent has identified two "types" of ideal clients.  Faithful Delegators and Generous Planners.  Research shows these prospects and clients prefer  ...
Created on 22 November 2013
39. Bridgeway Learning Systems Solutions
(general)
... because coaching is proven to help individuals implement what they have learned. Some of our clients already enjoy a productive coaching relationship and they use our resources as tools to enhance this ...
Created on 07 November 2013
40. Window Cleaning for Better Communication
(Sales Blog 101)
"Clean Windows" Allow Advisors to Communicate Better with Clients and Prospects To hold your communication window up to the light and look for areas that might need cleaning, try thoughtfully answerin ...
Created on 31 October 2013