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41. Try this approach to connect with Dads
(Sales Blog 101)
Try this approach to connect with Dads Cost of Care Tool Before getting to the CAPS Transition for this phone call I want to introduce a tool that I came across in my research. It is a Cost of Long-Term ...
Created on 19 June 2013
42. Try one of these approaches to connect with Moms
(Sales Blog 101)
... the risks that could derail your financial security. You’ll benefit because we can quickly show you ways to prudently manage your earnings so you can provide your family the life you want for them both ...
Created on 22 May 2013
43. 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
44. 6 months from Retirement
(Scripts)
... g with another financial advisor. In a case like this you may want to use a CAPS Transition statement that addresses a concern shared by many people who are a few short months away from retirement: " ...
Created on 06 May 2013
45. Closer Look at CAPS
(Live/Telephone Training)
... benefit because they will achieve more of the results they want.  You benefit because your organization will experience better retention and the improved productivity you expect.    The CAPS™ Workshop ...
Created on 28 March 2013
46. Money on the Table
(Sales Blog 101)
... d to reach your retirement goals. Is there any reason you wouldn’t want to consolidate your accounts today? To process the rollover I’ll need you to indicate your approval right here.. Why Summarizi ...
Created on 26 February 2013
47. Five Buying Commitments
(Sales Blog 101)
... during a connect conversation you logically want to gain their commitment to provide you with enough in-depth information so you can make a suitable recommendation that meets their needs. It’s frustrating ...
Created on 18 February 2013
48. Business Leadership Report
(Sales Executive Main Page Content )
... Aim and business mission. They organize     primary business activities and decide how much time, talent and financial resources it will take to get the results they want. They establish key metrics and ...
Created on 20 January 2013
49. Referral Landing Page
(general)
Referrals for Bridgeway Learning Dave, we value your work so much that we want to introduce you one of our colleagues.   First Name: Assistant:  ...
Created on 24 October 2012
50. 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