Thank clients for their business. Thank them for referrals. Remind them about their appointments. And do each of these…with a handwritten note. Find an excuse to send a note card to people you meet, people who provide services to you, and people who you serve. We have all become so accustomed to communicating by email, text,…
The GREAT Little Marketing Secret: Send a Note Card. Read More »
Mehdi Fakharzadeh is one of the most successful insurance sales agents in history. At 92, he is still taking on and servicing clients. Mehdi achieved his success despite starting out with a severely limited grasp of the English language and American customs. Now, at the top of his industry, he is famous throughout the world—with
Small Talk, BIG SALES: Lessons from a Master Moneymaker Read More »
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
Every week, I try to provide you with a message of value—either to keep you motivated, or to help you hone your skills to get more clients—or for whatever else you want in your life. Today’s message has an almost Shakespearian relevance: “To Do” or “NOT to Do”…That is the Question! During my workshops, when
With fewer than ten weeks to go in 2013, I’ve put together a list of the most effective ideas for my financial advisor friends to boost their holiday sales. Even if you’re not a financial or insurance professional, I know you’ll find at least some of these ideas useful. 1. Keep your schedule filled with
For most advisors, the Fourth Quarter means a year-end blitz to improve their production numbers, hours billed, and company or office standings. Realistically, there are only a few ways to do this: 1) Find more clients 2) Find more ways to serve existing clients 3) Make more sales 4) Make bigger sales The majority will
