Blogs

Please find a range of blogs below:

What is in it for me?

​ Everyone knows this is the most important question to our prospects. But what answer do they want? What are they most interested in? Here’s a choice: Please tell me about the benefits you offer. I want more benefits in my life. I have a problem. Can you help me fix it? Prospects will stop everything in their lives to hear a solution to their problems. When we talk about prospects and their problems, our message is heard. So how do we know the most pressing problems of our prospects? Easy. We listen. And that is why Professionals who listen have... Read full article

Premature presentations

​ New Advisors are terrified of meeting new prospects. Why? Because they approach cold prospects with an agenda. Prospects can sense and feel when we have an agenda of selling what we have. It feels like this. We approach a prospect and say, “You need a Financial Review, want one?  you need life insurance as you can never get enough, let me sort it out?” Definitely not great opening statements. Instead, why can’t we just be normal? Here is a little formula for helping new Advisors expand their circle of acquaintances. Smile. Say... Read full article

Can you complete this sentence?

​ We should have this sentence memorized. Our answer that will create new prospects. When someone asks, “What do you do for a living”, how should we answer? An easy template that focuses on our benefits is this: “I show people how to _________.” Some examples. “I show people how to pay less tax “I show people how to retire earlier.” “I show people how to have peace of mind if they lose their job “I show people how to make sure the their family inherit all your wealth and not the... Read full article