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21. Interview with Marc Porcello, Financial Associate
(Spotlight Interview_Thrivent)
... background working in heavy manufacturing and the steel industry in various positions such as manager of quality assurance, manager of technical services, I’ve been a plant manager and also outside sales, ...
Created on 26 February 2014
22. Bridgeway Learning Systems Solutions
(general)
... relationship. Other clients want a primary or supplemental coaching relationship to develop their full potential and we provide this service to help them form productive habits.      ...
Created on 07 November 2013
23. Try one of these approaches to connect with Moms
(Sales Blog 101)
...  or services. Then your approach might resemble this one: I really enjoy hearing about your children. (Transition Statement to quickly get to the purpose) As a financial advisor I have noticed man ...
Created on 22 May 2013
24. New to the Area
(Scripts)
... adequate retirement income. Since you are new to the area Lisa wanted you to know this is a service where I specialize (slight pause She thought it would make sense if you and I got together for a cup ...
Created on 06 May 2013
25. Business Leadership Report
(Sales Executive Main Page Content )
... services that are complementary to yours. They want you to add value to your client relationships and they want you help them add value to their client relationships. They help build the business. Strategic ...
Created on 20 January 2013
26. 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
27. How One Company Hooked Me into More Fishing
(Sales Blog 101)
... y, so I drove over to see what they could do for me.  When I arrived at the customer service desk one of the two guys behind the counter asked to take a look a the unit and if I had about 10 minutes and t ...
Created on 22 February 2012
28. 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
29. Six Things Financial Advisors Must Know
(Sales Blog 101)
... advisor is to provide advice only in those areas where you maintain the necessary knowledge and skill to do so. Did you know the Preamble of the Society of Financial Services Professional’s Code of Professional ...
Created on 05 November 2011
30. Service ...
(Sales Blog 101)
... or introductions you'd like from your clients?  If not, does it have anything to do with the level of service they experience doing  business with you? Do you resist the urge to provide only the solutions you ...
Created on 26 October 2011
31. Our Values
(general)
... provides consulting, training and coaching solutions to financial services organizations and professionals so they can achieve more of the outcomes they want. Our Mission To help our clients profitably ...
Created on 19 October 2011
32. Privacy
(general)
...  our website offerings based on the information and feedback we receive from you) • To improve customer service (your information helps us to more effectively respond to your customer service request ...
Created on 01 September 2009
33. RMI - Financial Services Firms ...
(RMI)
...  risk of losing control of where they want their legacy dollars to go. By managing these risks, your services help to assure that your clients have the cash flow they need to live the life they want durin ...
Created on 27 May 2009
34. The Risk Management Insights™ Forms
(RMI)
... with you and what's most important to them about their insurance program. Scope of the Engagement Kit - Identify and agree on the Risk Management services you will provide and those needs ma ...
Created on 27 May 2009
35. Why Risk Management Insights™?
(RMI)
When Agencies and Advisors begin cross-marketing their products and services, they often fall short of their sales objectives because they expect new outcomes using old tools. Advisors who focus on products, ...
Created on 27 May 2009
36. Our Founders
(general)
Our Founders David and Ray are co-founder's of Bridgeway Learning Systems and have been involved in the financial services industry since 1980. They have specializes in helping financial advisors an ...
Created on 27 March 2009
37. About Bridgeway Learning Systems
(general)
... that provides consulting, training and coaching solutions to financial services organizations and professionals so they can achieve more of the outcomes they want. Our Mission To help our clients profitably ...
Created on 27 March 2009
38. David A. Thesing CLU®, ChFC®, CFP®, CAP
(BLS Content)
David A. Theisng, CLU®, ChFC®, CFP®, CAP E-Mail: This email address is being protected from spambots. You need JavaScript enabled to view it.  David Thesing is President and co-founder of Bridgeway Learning Systems, Inc. Involved in the financial services industry ...
Created on 27 March 2009