Total: 50 results found.

Search for:
Search Only:

Page 2 of 3

21. Breathe New Life into Stalled Opportunities
(Sales Blog 101)
... with qualified prospects empowers you to reboot the opportunity by taking corrective action. Answering the following questions will help you discover the cause of the stall.  No interest – Was your transition ...
Created on 29 October 2014
22. Cross-selling Business is as Easy as 1, 2, 3
(Sales Blog 101)
... will help you identify and avoid the obstacles that are holding your back. How do your clients view your company?  Most clients started their relationship with you with the purchase of one product.  ...
Created on 25 September 2014
23. Spotlight Interview with Larry Burton, Financial Advisor - FIC, CLTC
(Spotlight Interview_Thrivent)
... I had not been in sales, however, being a long term Thrivent member I knew about the generosity of the company which lead me into learning more about this career and ways that I could fit in and help people ...
Created on 25 September 2014
24. Spotlight Interview with Derek Dierks, Financial Consultant - FIC
(Spotlight Interview_Thrivent)
... I just asked for his guidance and help. The next day I got a call from Thrivent and the first question out of the recruiter’s mouth was asking if I was a Lutheran. I told him I was but curious as to what ...
Created on 25 September 2014
25. CAPS Workshop Details
(Live/Telephone Training)
... g ideas of their own, but those who are most successful are always willing to consider other proven ways to help them make the most effective use of their time with prospects and clients. CAPS™ is an ide ...
Created on 10 September 2014
26. Hire Top Sales People with This Proven 7 Step Process
(Sales Blog 101)
... you can help them be successful quickly. You can survive a tough economy; in fact, with top salespeople, you can gain market share and thrive. Imagine your organization with top sales people: You now ...
Created on 27 August 2014
27. Producer Spotlight Interview with Andrew Brandt - Financial Consultant - FIC, CLTC
(eCAPS_Thrivent)
... your education and internships before you joined Thrivent, was Thrivent your first full time employment after you completed college? A: Yes, it was. I knew I wanted to help people in finance and I wanted ...
Created on 27 August 2014
28. Success is the Result of More than Hard Work
(Sales Blog 101)
... newsletter. Here’s the story.  I was consulting with a representative of another company to help his small business client lower their health insurance costs.  They decided to move the employees of their ...
Created on 27 August 2014
29. How can You Secure More Referrals, Recommendations & Introductions?
(Sales Blog 101)
... clients to help develop leads Success begins with your mindset. Do you believe that helping enough other people get what they want… helps to assure that you will get what you want? Whenever you ask someone ...
Created on 30 July 2014
30. 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
31. Producer Spotlight Interview with Ron VanSteenacker - Financial Associate, Conference Qualifier
(Spotlight Interview_Thrivent)
... course work was presented, I think really honed in on the skills that you need and help define where those opportunities are for improvement. The follow-up coaching calls that we had were nice to be able ...
Created on 27 June 2014
32. Identifying Faithful Delegators and Generous Planners
(eCAPS_Thrivent)
...  If not, you might find the strategy described in this month’s newsletter a simple and reliable way to help you identify and qualify these preferred prospects. The strategy is founded on the FTD principle. ...
Created on 27 June 2014
33. Producer Spotlight Interview with Dixie Hall CFP®, FIC - Financial Associate
(Spotlight Interview_Thrivent)
... that business is humming along, I am now able to take a half day off or a day off to do something with my husband or go somewhere. Q: Do you rely on any staff to help run your practice? A: Yes, as ...
Created on 28 May 2014
34. Easy Way to Attract New Clients
(Sales Blog 101)
... done so you can make prudent decisions.  By the way, this is one of the way’s we help our clients make the most of their social security and retirement savings.  Is there any reason you and Bill wouldn’t ...
Created on 25 April 2014
35. Producer Spotlight Interview with Luke Ficken CFP®, FIC – Lead Financial Consultant
(Spotlight Interview_Thrivent)
... which I enjoy because I grew up on a small farm and I like the rural life. I’ve been with Thrivent almost five years. Part of my responsibility now is helping new advisors launch their career. Q: What’s ...
Created on 25 April 2014
36. The Value of Coaching
(Sales Blog 101)
... they go in all the way.  The Embracers not only read or listen to audios on their own, they also recruit a ring of trusted advisors for help.   I have had the opportunity to work with and observe many ...
Created on 07 April 2014
37. 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
38. Open Conversations to Discuss Creating a Plan
(Sales Blog 101)
... plan.  (slight pause to listen and evaluate the prospect)  We help our client manage and invest their finances so they have the money they need to pay these expenses without reducing their retirement income. ...
Created on 31 March 2014
39. Helping Clients Build Bridges to Retirement ...
(Sales Blog 101)
... percentage of your clients have a financial plan?  Would developing plans with those who want them help you build trust?  Do you have a reliable way to open a conversation with clients and prospects ...
Created on 31 March 2014
40. Interview with Susan Lovejoy, Financial Associate
(Spotlight Interview_Thrivent)
... financial advisor? A: I enjoyed helping people, I enjoyed learning about the insurance field and I definitely enjoyed learning more about investments. I knew there was time when I didn’t know much about ...
Created on 31 March 2014