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1. 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
2. Spotlight Interview with John Lauer, Financial Consultant - FIC, CLTC: (Spotlight Interview_Thrivent); ... want my help, want insurance or retirement planning unfortunately we are not always high on their priority list. I overcome that by just being persistent. I think if people called as much as I call som ...; Created on 15 January 2015
3. Cross-selling Business is as Easy as 1, 2, 3: (Sales Blog 101); ... For example, it may have been a life insurance policy, an annuity or a mutual fund. Even though you have many other products and planning services to offer their minds won’t be open to working with you ...; Created on 25 September 2014
4. How can You Secure More Referrals, Recommendations & Introductions?: (Sales Blog 101); ... there anything about our planning process that you particularly like or dislike? 3) Please tell me the primary reasons you choose to do business with me? Summarize important benefits your client has ...; Created on 30 July 2014
5. Identifying Faithful Delegators and Generous Planners: (eCAPS_Thrivent); ... a long drive but when we retire in a few years we plan to drive more often and take some time to see more of the country.” FR: “In addition to visiting the grandchildren, what else are you planning to ...; Created on 27 June 2014
6. 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
7. Easy Way to Attract New Clients: (Sales Blog 101); ... from his estate.” (slight pause) Jacks slightly nods his head so you decide to continue your Transition by saying, “Estate liquidity planning is one of the services I provide my clients so they can ...; Created on 25 April 2014
8. Producer Spotlight Interview with Luke Ficken CFP®, FIC – Lead Financial Consultant: (Spotlight Interview_Thrivent); ... you focus on in particular, some financial advisors are drawn to risk management others to planning and investments, what is your balance like between those parts of the business? A: The balance is quite ...; Created on 25 April 2014
9. 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
10. Open Conversations to Discuss Creating a Plan: (Sales Blog 101); ... similar to this. “I’m planning to retire before I’m eligible for Medicare because I want to retire when my spouse does.” Advisor: You could Probe to gather more information. For example you might say, ...; Created on 31 March 2014
11. 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
12. Interview with Susan Lovejoy, Financial Associate: (Spotlight Interview_Thrivent); ... what topics need to go into your week. Like lead generations, brain storming on who you might know and actually planning calls you’re going to make. Also there’s a certain amount of administration, you ...; Created on 31 March 2014
13. Turning Obstacles into Selling Opportunities: (Sales Blog 101); ... oncern, i.e. becomes responsible for college debt, or experiences the birth of a child, or begins serious retirement planning, or retires, etc) they decide to meet with a financial advisor to discuss the ...; Created on 28 February 2014
14. Turning Obstacles into Selling Opportunities: (Sales Blog 101); ... onsible for college debt, or experiences the birth of a child, or begins serious retirement planning, or retires, etc) they decide to meet with a financial advisor to discuss their needs for life insurance. ...; Created on 26 February 2014
15. Interview with Marc Porcello, Financial Associate: (Spotlight Interview_Thrivent); ... I've also done some of my own 401K planning throughout the years. When I was transitioning from one job to the other, I was actually downsized and Mary Jo Boswell was my FR at Thrivent at the time. ...; Created on 26 February 2014
16. Interview with Justin Espenson, Financial Consultant: (Spotlight Interview_Thrivent); ... t five years. So, our clients are significantly high net worth, in many cases not a ton of investable access but doing a lot of estate planning, that type of thing and tying to help those clients mana ...; Created on 29 January 2014
17. 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
18. Six Things Financial Advisors Must Know: (Sales Blog 101); ... to an extensive study at the College of Financial Planning, conducted by Dr. Larry Skurnick a Measurement Research Specialist, there are 6 things financial advisors must know: Communication skills ...; Created on 05 November 2011
19. Risk Management Insights™: (RMI); Risk Management Insights is a client centered process that is proven to increase the sales of additional lines of business in the multi-line insurance and financial planning community. It fully integrates ...; Created on 26 May 2009
20. David A. Thesing CLU®, ChFC®, CFP®, CAP: (BLS Content); ... d Financial Advisors (NAIFA), - Society of Financial Services Professionals (FSP), - Financial Planning Association (FPA) Family Life He enjoys spending time with family and friends, especial ...; Created on 27 March 2009

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