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1. The Keys to Unlocking Success on the Telephone
(Live/Telephone Training)
... with greater empathy and your sincerity will generally 'come through' as you begin using the CAPS™ Telephone Skills to help the prospect relax and take appropriate action now. What is the one questio ...
Created on 11 January 2016
2. Launch or Reboot Your Sales Career
(Sales Professional Main Page Content)
...  are launch or rebooting your sales career. Your greatest guarantee of success in selling or advising others is honest intelligent effort. As a sales professional or advisor cultivating the habits o ...
Created on 25 March 2015
3. 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
4. Proception2
(Assessments)
... o they give you the general breakdown, but then they go more in depth on each topic. What a great way to make the working environment an enjoyable experience for all.   - Naomi Buie     Click He ...
Created on 23 January 2015
5. Sales Max
(Assessments)
...   -  Validated to select top performers   -  Easy to use in the field Hire Top Sales Talent SalesMax Selection Reports help you identify and hire applicants with greater sales potential and provide ...
Created on 22 January 2015
6. Breathe New Life into Stalled Opportunities
(Sales Blog 101)
... is asked to buy.  You may have heard, “I’ll need to think about it”, or “thanks for the great presentation, we’ll let you know what we decide”. Determine the cause Taking responsibility for stalls ...
Created on 29 October 2014
7. Cross-selling Business is as Easy as 1, 2, 3
(Sales Blog 101)
Cross-selling additional lines of business is one of your greatest opportunities.  These types of sales are generally easier because you have already built a trusted relationship with the member.  Unfortunately ...
Created on 25 September 2014
8. Spotlight Interview with Larry Burton, Financial Advisor - FIC, CLTC
(Spotlight Interview_Thrivent)
... Are you finding that once you get a relationship with people that they are a lot more likely to call you back? A: Yes, that is correct.  I develop a great relationships with the people I do business ...
Created on 25 September 2014
9. Spotlight Interview with Derek Dierks, Financial Consultant - FIC
(Spotlight Interview_Thrivent)
... talking about what a wonderful experience it was. It was a great refresher for us. We went into the CAPS™ training with our minds closed and little enthusiasm but came out happy that we ended up participating ...
Created on 25 September 2014
10. Producer Spotlight Interview with Andrew Brandt - Financial Consultant - FIC, CLTC
(eCAPS_Thrivent)
... of great ideas, learn a bunch of new things then I get back to my office, put the course work on a self and stuff it away. My concern was implementing it, revisiting it and keeping it fresh. Reminding ...
Created on 27 August 2014
11. Success is the Result of More than Hard Work
(Sales Blog 101)
Success is The Result of More than Hard Work 5 Keys to Success - Make Goal Setting a Priority in 2017 Like many of you, I’ve been blessed with great field managers, mentors and home office ...
Created on 27 August 2014
12. Producer Spotlight Interview with Ron VanSteenacker - Financial Associate, Conference Qualifier
(Spotlight Interview_Thrivent)
... away. Q: Great, which leads into my next question, after you went through the workshop and had a chance to practice the skills and some of the role plays, what’s been happening once you’ve been implementing ...
Created on 27 June 2014
13. Identifying Faithful Delegators and Generous Planners
(eCAPS_Thrivent)
...  enough to ask for a Connect appointment, you could use a CAPS™ Transition like this one before asking for agreement from Susan. “Susan it’s been great to meet you and to begin getting acquainted.  Ver ...
Created on 27 June 2014
14. Listening with Your Eyes and Heart
(Sales Blog 101)
... like this make it seem that great listening skills are just a moment away, those of us who have actively tried to make Effective Listening and the CAPS™ Skills a core part of their business, know that ...
Created on 28 May 2014
15. Producer Spotlight Interview with Dixie Hall CFP®, FIC - Financial Associate
(Spotlight Interview_Thrivent)
... 50’s who haven’t done a very good job planning financially its almost heroic efforts to get them to where they need to be. I really delight in working with the younger person because we can see such great ...
Created on 28 May 2014
16. Easy Way to Attract New Clients
(Sales Blog 101)
... at a lunch-n-learn, you might suggest a meeting that includes the person who invited them.  In either scenario, meeting for a meal or stopping by your office for a cup of coffee are great ways to launch ...
Created on 25 April 2014
17. Producer Spotlight Interview with Luke Ficken CFP®, FIC – Lead Financial Consultant
(Spotlight Interview_Thrivent)
... as you describe that story, first of all, is the genuine sense that you care about people and the other thing that is conveying to me is that it is two great examples of how many needs are out there that ...
Created on 25 April 2014
18. The Value of Coaching
(Sales Blog 101)
... their practices.  Many advisors report great pay and a very flexible work schedule. With so much to be gained by having a viable practice, it is a wonder that more people don’t invest in something as ...
Created on 07 April 2014
19. Sample Transitions Statements for Clients with Existing Plan
(Sales Blog 101)
... being at the top of the list for Silent and Boomer generations.  Also living longer than expected and out living their money is a greater concern for older generations.  Lack of personal savings and the ...
Created on 31 March 2014
20. Open Conversations to Discuss Creating a Plan
(Sales Blog 101)
... their money is a greater concern for older generations.  Lack of personal savings and the uncertainty of social security are greater concerns for the majority of Gen X and Y.   Boomers and Generation ...
Created on 31 March 2014