After two visits—a total of six hours—advisor Marianne had gotten an enthusiastic “thumbs up” from her new “almost clients”—a young professional couple with small children—to prepare a financial plan for them. The plan would specifically include some much-needed life insurance. There was no doubt the mission was going forward! But a few days later, just…
Client Retention: They Changed Their Minds!!! Read More »
COME TO PRINCETON IN OCTOBER AND BECOME A REFERRAL MASTER If you’re a financial or insurance professional, join me on Saturday, October 19th for an all-day Mastering Client Referrals Workshop. Boost your year-end sales and start 2014 on a roll. For details, take a look at https://sandyschussel.com/mcr-workshop Register by Friday to take advantage of the Early Registration Discount. Or call me at (609)
If You Really Want It, Don’t Back Away Read More »
“It seems like you’ve already got nearly as many clients as you can handle,” I declared to Victoria, a CPA and CFP who had just started working with me. “So, how can I help you?” “Well, the truth is, Sandy, that none of them have any money,” she confided. Victoria is 27 years old and
Learn This “Secret” from Victoria Read More »
A few years ago, Karen became a “Top Ten” representative out of the several hundred agents at her financial services firm. She received a certificate, a $15,000 bonus, and a great deal of attention from her peers. A year later, she barely made it into the Top Thirty… In January, Karen called me for help.
Focus on the SERVICE, NOT the STANDINGS. Read More »
Bill is a financial services representative in the Southwest U.S. who told me that one of the greatest challenges for him was his fear of reaching out to the already “successful” people in his community who he thought he could help. “I have a list of these people I never call,” he told me. “The
Chasing Whales? (Start with JUST ONE.) Read More »
While most people think that the biggest fear we face in our professional lives is the fear of failure, the fear of success is actually much more insidious and damaging. Lisa, age 28, had been earning $40,000 a year at her corporate job and switched to a straight commission financial job working for one of
