Getting New Clients is a Simple 3-Step Process

By Sandy Schussel / April 19, 2019

If contacting the people you already know to talk to them about their financial or insurance situation is uncomfortable, watch Sandy’s latest Vlog video.

Whatever you do, keep REACHING...

16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved.

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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I am all about service. I will never sell or rent your info to anyone else, and I will not annoy you with a ton of marketing messages or cheesy affiliate offers. All service.

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16 Disciplines for Financial and Insurance Professionals

16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved.

The knowledge here is not mine; it’s based on my observations of prospecting and selling by top producers and advisors. These certainly aren’t the only disciplines, but if you practice all 16 I can almost guarantee your business will improve.

You have Successfully Subscribed!

16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved.

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

You have Successfully Subscribed!

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Not Ready to Talk? Ask Me A Question Instead...

Reaching... (Blog)

Power Minutes Audios

16 Disciplines for Financial and Insurance Professionals

16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved.

The knowledge here is not mine; it’s based on my observations of prospecting and selling by top producers and advisors. These certainly aren’t the only disciplines, but if you practice all 16 I can almost guarantee your business will improve.

You have Successfully Subscribed!

16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved.

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

You have Successfully Subscribed!