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21. Overview of the MDRT Multigenerational Financial Confidence Study ...
(Sales Blog 101)
Is it a priority to have a financial plan? This is what prospect’s think:          -         Silent Generation (Born 1929 – 45) 87%                -         Baby Boomers (Born 1946 – 64)     85% ...
Created on 31 March 2014
22. 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
23. Interview with Susan Lovejoy, Financial Associate  ...
(Spotlight Interview_Thrivent)
Susan Lovejoy, Financial Associate  ___________________________________________________________________________________________________________________  Q: Can you tell us about your background and ...
Created on 31 March 2014
24. Turning Obstacles into Selling Opportunities
(Sales Blog 101)
... engage in a productive conversation with a skilled financial advisor like you, they will remain uninsured or under-insured.      1) 55% of consumers prefer to learn about life insurance through a financial ...
Created on 28 February 2014
25. Turning Obstacles into Selling Opportunities
(Sales Blog 101)
... engage in a productive conversation with a skilled financial advisor like you, they will remain uninsured or underinsured.      1) 55% of consumers prefer to learn about life insurance through a financial ...
Created on 26 February 2014
26. Interview with Marc Porcello, Financial Associate ...
(Spotlight Interview_Thrivent)
    Marcellino Porcello, Financial Associate      ________________________________________________________________________________________________________________________________ Q: What is ...
Created on 26 February 2014
27. Interview with Justin Espenson, Financial Consultant ...
(Spotlight Interview_Thrivent)
  Justin Espenson, Financial Consultant & Conference Qualifier, shares insights into his career and how attending a CAPS™ skills workshop is making a difference.     Q: What is your current ...
Created on 29 January 2014
28. Participant's SCOPE Listening Questions
(Sales Coaching)
  Situation:     Past:   What has been your experience with financial planning or a finance plan? What’s your experience with financial planning?  Tell me how you met? ...
Created on 21 January 2014
29. Faithful Delegators and Generous Planners
(Sales Blog 101)
... e asking it. Here are three examples of how you can position your character and the Thrivent's Financial Strength as potential reasons to do business with you: Example 1: CAPS(tm) Transition:  In tod ...
Created on 22 November 2013
30. 1st Time Your "My Page"-NSM
(Thrivent NSM 2014)
...  add us to your address book to receive future messages from us.   To Redeem Your Gift Certificate Financial Representatives, Financial Advisors or Wealth Managers Your $50 gift certificate cod ...
Created on 25 October 2013
31. Thrivent Financial 2013 National Sales Meeting ...
(Thrivent NSM 2014)
Created on 24 October 2013
32. Try this approach to connect with Dads
(Sales Blog 101)
... _____________, with Thrivent Financial. If I’m reaching you at an inconvenient time, please tell me now. (Transition Statement to quickly get to the purpose of your call) The reason for my call is ...
Created on 19 June 2013
33. Try one of these approaches to connect with Moms
(Sales Blog 101)
Try one of these approaches to connect with Moms   When Referred My name is _____________, with ABC Financial. I was referred to you by __________________. If I’m reaching you at an inconvenient ...
Created on 22 May 2013
34. New to the Area
(Scripts)
In this example, let’s say you are calling a referral from an existing client. You know the client recently moved to the area and they work for the same company as the referral source. The Financial representative ...
Created on 06 May 2013
35. 6 months from Retirement
(Scripts)
... g with another financial advisor. In a case like this you may want to use a CAPS Transition statement that addresses a concern shared by many people who are a few short months away from retirement: " ...
Created on 06 May 2013
36. Closer Look at CAPS
(Live/Telephone Training)
... h session attendees will be selling insurance products. These products are used because almost all financial advisors are familiar with insurance.   These products also require the Advisor to use Ethic ...
Created on 28 March 2013
37. Money on the Table
(Sales Blog 101)
... cts that you have been listening to their remarks... that you understand them and know what they want to accomplish, and that you are offering what they need to help them achieve their financial goal.  ...
Created on 26 February 2013
38. Business Leadership Report
(Sales Executive Main Page Content )
... Aim and business mission. They organize     primary business activities and decide how much time, talent and financial resources it will take to get the results they want. They establish key metrics and ...
Created on 20 January 2013
39. Ethical Persuasion
(Sales Blog 101)
Ethical persuasion applies to more than selling products in the financial services industry. Wikipedia defines ethical persuasion as “a human being's internal ability to treat others with respect, understanding ...
Created on 29 August 2012
40. What are the Three Things Clients Want Most?
(Sales Blog 101)
... their interests ahead of your own.     Clients Want to Achieve Their Goals Clients expect a financial services professional to help them:  live comfortably on the money they earn  retire ...
Created on 18 November 2011