Faithful Delegators & Generous Planners

Recently Thrivent has identified two "types" of ideal clients.  Faithful Delegators and Generous Planners.  Research shows these prospects and clients prefer a different kind of experience as they interact with you to achieve the results they want.

I'll share three questions you can ask to discover if the prospect values your strengths.  They will also help you begin to discern if the prospect is either a Faithful Delegator or Generous Planner.

Want to make your questions more powerful?   Use a CAPS(tm) transitions statement to frame your question before asking it.

Here are three examples of how you can position your character and the Thrivent's Financial Strength as potential reasons to do business with you:

Example 1:

CAPS(tm) Transition:  In today'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 Thrivent Financial is because of it's A++ Financial Rating by AM Best. This is the highest rating they give to any insurance company.  The benefit is you can be sure your money is safe and that it will be there when you need it.

(pause to listen, because  the follow up question may not be needed)

How important is the financial strength of the insurance companies you do business with?

Example 2:

CAPS(tm) Transition:  Most people nearing retirement are concerned about having guaranteed retirement income.   

(slight pause)  

One of the reasons I choose to represent Thrivent Financial is because the financial rating agencies have consistently given us high marks for our financial strength.  This means we have the ability to securely provide you the lifelong retirement income you want.

(pause to listen, because  the follow up question may not be needed)

How important is it to you to invest your retirement assets with a company that consistently receives high financial ratings?

Example 3:

CAPS(tm) Transition:  Many of my clients are concerned about what would happen to the financial well-being of their loved ones if they were to die prematurely.  

(slight pause)  

I help my clients develop a plan and back it up with over 82 billion dollars of Thrivent Financial assets  to guarantee the success of the plan.  

This means I can help you create and implement a plan that will provide your the money they need to live securely and with dignity.

(pause to listen, because  the follow up question may not be needed)

How do you feel about providing for the financial security of your family?

As always these transition statements and questions are coming from me in my voice.  

I encourage you to use them as models but always be sure to modify them as needed to make them authentically your own.  

This makes your communication more powerful and effective.