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21. Producer Spotlight Interview with Andrew Brandt - Financial Consultant - FIC, CLTC
(eCAPS_Thrivent)
... market is, the pre-retiree and retired market, ages 50-70 and helping people figure out how to make the switch from working and earning a pay check to not earning a pay check. While recreating that income ...
Created on 27 August 2014
22. 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
23. How can You Secure More Referrals, Recommendations & Introductions?
(Sales Blog 101)
... to make a decision they have an unspoken question going through their mind, “What’s in it for me?” That’s why asking them to tell you what they value about you and your solutions before discussing potential ...
Created on 30 July 2014
24. Producer Spotlight Interview with Michael Smith - Wealth Advisor
(Spotlight Interview_Thrivent)
... a valiant future and to make sure their families are taken care of. That to me is the primary reason that I entered this field. From a personal side, the ability to run your own office and from my perspective ...
Created on 30 July 2014
25. Producer Spotlight Interview with Ron VanSteenacker - Financial Associate, Conference Qualifier
(Spotlight Interview_Thrivent)
... some folks on their 401K plan, mainly if they were investing and taking advantage of the matching. Furthermore, if they understood all the different tools that were available to them to make the right ...
Created on 27 June 2014
26. Identifying Faithful Delegators and Generous Planners
(eCAPS_Thrivent)
... getting some ideas from friends who have done it before to help us make a decision. FR: So you think it makes sense to talk to someone with experience when you are deciding to do something new like an ...
Created on 27 June 2014
27. 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
28. Producer Spotlight Interview with Dixie Hall CFP®, FIC - Financial Associate
(Spotlight Interview_Thrivent)
... love to work with young people or young families because it takes so little to change the direction they’re going financially to make a huge difference down the road. Where as if I have folks in their ...
Created on 28 May 2014
29. Easy Way to Attract New Clients
(Sales Blog 101)
... health related or relationship circumstances that would make it a poor time for you to approach this individual as a prospect.  Regardless of the reason, move on and spend your limited prospecting time ...
Created on 25 April 2014
30. Producer Spotlight Interview with Luke Ficken CFP®, FIC – Lead Financial Consultant
(Spotlight Interview_Thrivent)
... and I decided that we needed to set the limit of evening appointments to Mondays, Tuesday’s and Wednesdays, to make sure that the other evenings I am home and it’s been a huge blessing. We have somewhat ...
Created on 25 April 2014
31. The Value of Coaching
(Sales Blog 101)
... CEO forum group that meets here in Charlotte.  I’ve noticed that entrepreneurs tend to Fight the idea of joining a CEO forum, they pull away from joining, they hesitate, and they make excuses. The fortunate ...
Created on 07 April 2014
32. 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
33. Open Conversations to Discuss Creating a Plan
(Sales Blog 101)
...  Prospect: Yes Advisor: This is an opportunity to Support.  You could say, “That makes sense because Medicare coverage can leave many medical bills unpaid.  Unfortunately so do many supplemental plans.  ...
Created on 31 March 2014
34. Helping Clients Build Bridges to Retirement
(Sales Blog 101)
... Transitions, Probing questions, Support and Closing statements builds trust in you and confidence in their plan.  Keep clients longer - Guide clients by helping them make prudent decisions that are aligned ...
Created on 31 March 2014
35. Interview with Susan Lovejoy, Financial Associate
(Spotlight Interview_Thrivent)
... you sure if you were going to make the move it would be with Thrivent? A: I was absolutely positive I would do it with Thrivent because of its Christian background and the experience I had with my representative, ...
Created on 31 March 2014
36. Website Terms & Conditions of Use
(general)
... rs we offer a variety of solutions to increase sales, profits and leadership capacity. We offer selection and developmental assessments to help decision makers hire the "right" type of person for a partic ...
Created on 18 March 2014
37. Turning Obstacles into Selling Opportunities
(Sales Blog 101)
... t pause to listen and evaluate the person's attitude) Part my services include helping (insert the name of the market) like you determine if you should make any adjustments in the kinds and amount of l ...
Created on 28 February 2014
38. Turning Obstacles into Selling Opportunities
(Sales Blog 101)
... e the person's attitude) Part my services include helping (insert the name of the market) like you determine if you should make any adjustments in the kinds and amount of life insurance you own. You'll ben ...
Created on 26 February 2014
39. Interview with Marc Porcello, Financial Associate
(Spotlight Interview_Thrivent)
... g successful and the money will come. My goal is to make conference every year until I walk away from the business.  Q: When you think about your personal relationships with your spouse, your kids or grandchildre ...
Created on 26 February 2014
40. Why are you Listening?
(Sales Blog 101)
...  to you? How does it make you feel about yourself? How does it make you feel about the other person? Do you feel like the other person doesn't value what you have to say?  When you sense they don't rea ...
Created on 29 January 2014