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21. Interview with Justin Espenson, Financial Consultant
(Spotlight Interview_Thrivent)
... it a little simpler for them and also being able to share my beliefs and Thrivent’s beliefs (not that should ever be used as a selling point) but it helps people to relax and be able to trust us, as an o ...
Created on 29 January 2014
22. Faithful Delegators and Generous Planners
(Sales Blog 101)
... y's uncertain economic client many people are concerned about the financial strength of the companies where they entrust their money. (slight pause)   One of the reasons I choose to represent Thri ...
Created on 22 November 2013
23. Why are you listening?
(Sales Professional Main Page Content)
... t communication skill we use when building relationships because it helps us to choose the kind of responses that build trust and relationships. Why not reduce your chances of making an unsuitable recommendatio ...
Created on 16 July 2013
24. Thrivent Testimonials
(Testimonials )
... e the interview process. The CAPS System will help me get more appointments to the Close, as well as help me establish trust with my members and prospects.    --Josh Pratt, FPS, Chicago, IL Dave Thesi ...
Created on 25 October 2012
25. What are the Three Things Clients Want Most?
(Sales Blog 101)
Trust. Above all your clients want to trust someone.  When you first sit down at the table they want to trust you.  I work every day to help advisors build skills that lead to trust.  In this post I reveal ...
Created on 18 November 2011
26. Six Things Financial Advisors Must Know
(Sales Blog 101)
... Workshop.   It is a proven way to sharpen your skills. You'll benefit because it can help you to build trust and ethically attract, serve and keep more the ideal clients you want.  ...
Created on 05 November 2011
27. Privacy
(general)
...  to outside parties? We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating ou ...
Created on 01 September 2009
28. Benefits of Using RMI
(RMI)
... and Omissions exposure is reduced because there is a reliable way to document expectations. Advisors build trust and create a foundation for future sales. Clients appreciate the Advisor and make more ...
Created on 27 May 2009