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1. Training: (BLS Content); ... Seller (FEP) High trust relationships are the most fulfilling, fun and financially rewarding. However, in the wake of recent financial scandals prospects and clients are more wary than ever. This ...; Created on 18 March 2015
2. Financial Planner Study ...: (Testimonials ); ... did a great piece of work for the College of Financial Planning. He defined eight things that every advisor must do no matter in which discipline he or she works. Here are the top 3: Evaluate clien ...; Created on 23 February 2015
3. Sales Professional/Financial Advisor ...: (Sales Professional Main Page Content); Sales Professionals & Financial Advisors Make progress at every step in your sales career. We understand that there are many ups and downs in a sales career. When launching or rebooting your ...; Created on 16 January 2015
4. Spotlight Interview with John Lauer, Financial Consultant - FIC, CLTC ...: (Spotlight Interview_Thrivent); ... the decision to become a financial representative, what has been your biggest surprise after three years? Just how hard it is to get people who what to do business, actually call you back. A lot of peopl ...; Created on 15 January 2015
5. Cross-selling Business is as Easy as 1, 2, 3: (Sales Blog 101); ... to fulfil their other financial needs until you bring your capabilities to their attention. How much do you value your solutions? Many financial reps are naturally drawn to one class of products more ...; Created on 25 September 2014
6. Spotlight Interview with Larry Burton, Financial Advisor - FIC, CLTC ...: (Spotlight Interview_Thrivent); Q: What was it that initially attracted you to become a financial representative? A: The first thing that attracted me to become a Thrivent Representative verses other services, is that I was ...; Created on 25 September 2014
7. Spotlight Interview with Derek Dierks, Financial Consultant - FIC ...: (Spotlight Interview_Thrivent); ... that we weren’t given back then. Q: Could you share with the audience a bit of your background before you became a financial representative for Thrivent? A: My background prior to Thrivent was typical. ...; Created on 25 September 2014
8. Producer Spotlight Interview with Andrew Brandt - Financial Consultant - FIC, CLTC ...: (eCAPS_Thrivent); Q: Could you share with the audience a little bit of your background before you became a financial representative? A: I went to Pacific Lutheran University in Tacoma, WA where I earned my degrees in ...; Created on 27 August 2014
9. Success is the Result of More than Hard Work: (Sales Blog 101); ... This representative is living proof of a lesson I learned from a short story told by one of my early mentors and it seems appropriate to share it with you. A group of financial representatives were ...; Created on 27 August 2014
10. How can You Secure More Referrals, Recommendations & Introductions?: (Sales Blog 101); ... leads improves your odds of success. Start your process by Probing. Try using questions similar to these: 1) How do you feel about the progress I’m helping you make toward your financial goals? 2) Is ...; Created on 30 July 2014
11. Producer Spotlight Interview with Michael Smith - Wealth Advisor: (Spotlight Interview_Thrivent); Michael P. Smith - MBA, CFP®, CAP, FIC, CLTC – Wealth Advisor Q: What was it that attracted you the financial services business? A: For me the ability to help people prepare to have ...; Created on 30 July 2014
12. Producer Spotlight Interview with Ron VanSteenacker - Financial Associate, Conference Qualifier ...: (Spotlight Interview_Thrivent); Q: Can you share a little about your background before you became a Financial Representative? A: I did not come from nor is my educational background in financial services. I was a retail man for my ...; Created on 27 June 2014
13. Identifying Faithful Delegators and Generous Planners: (eCAPS_Thrivent); ... Tom in this short conversation. Even though you’ve not directly talked about financial topics or even mentioned what you do for a living you’ve already learned some valuable information when you consider ...; Created on 27 June 2014
14. Listening with Your Eyes and Heart: (Sales Blog 101); ... which can change the meaning of their sentence. They might be stressing a specific need or desire that they want to address in the financial plan you are creating for them. Volume & Pace should be used ...; Created on 28 May 2014
15. Producer Spotlight Interview with Dixie Hall CFP®, FIC - Financial Associate ...: (Spotlight Interview_Thrivent); ... of positions, but the last one was a financial advisor. Q: What was it that attracted you to the business in the first place? A: Long story short, I was actually teaching music at a college as a ...; Created on 28 May 2014
16. 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
17. Producer Spotlight Interview with Luke Ficken CFP®, FIC – Lead Financial Consultant ...: (Spotlight Interview_Thrivent); Producer Spotlight Interview with Luke Ficken, CFP®, FIC – Lead Financial Consultant Q: Can you start off by telling me about your background and what it was that you were doing ...; Created on 25 April 2014
18. The Value of Coaching: (Sales Blog 101); I am fascinated by financial advisors. The field has a tough start-up curve, yet it consistently ranks in the top 25 careers year after year. The business affords huge luxuries to people who establish ...; Created on 07 April 2014
19. Sample Transitions Statements for Clients with Existing Plan: (Sales Blog 101); Silent Generation: Many people who have financial plans are concerned about their the lack of provisions to guarantee lifetime income. (slight pause to listen and evaluate the prospect) We help our ...; Created on 31 March 2014
20. Open Conversations to Discuss Creating a Plan: (Sales Blog 101); ... sample financial plans that anticipate uncovered medical bills and other types of risk that could prevent financial security. This process is based on your goals and provides you useful information so ...; Created on 31 March 2014

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