Make the case for whole life vs. term insurance
Prospects often think buying term insurance is sufficient. Why would they pay more to get the same coverage? Here’s an analogy that helps make the point. Rent-to-own is a concept within...
Tag Archives: sales ideas
1 reason why wealthy prospects won’t do business and 5 reasons why they will
While as a financial advisor you may want high-net-worth (HNW) clients, do you know why these desirable prospects would choose to work with you? And do you know one main...
How to position an unlimited demand for insurance
Everyone in the world is waiting to get the COVID-19 vaccine. It’s a product with unlimited demand. You know what happens next: Companies will increase production to satisfy demand. You might...
The secret of my most successful prospecting idea
When looking for new clients, don’t forget the ones who may be right in front of you the next time you’re standing in a car dealership or other business. All...
3 surefire ideas to connect with clients and staff
The ability to connect with clients and staff makes a difference in your effectiveness as a financial advisor. Read these three ideas from MDRT members worldwide for some inspiration on...
Smash through career limitations with these top 5 videos
Do you want clients who are interested in the solutions you offer? Would you like to qualify for MDRT, Court of the Table or Top of the Table every year?...
Visibility equals credibility and clients
You work in a competitive profession where there are many other financial advisors recommending similar products. Yet when people have concerns, they want to go to someone they know. They...
Discussing investing around holidays celebrating loved ones
Love. Most cultures have a day to celebrate it. It’s that special bond people feel for each other, which includes a desire to protect the ones you love. Since you...
A shocking statistic that motivates clients to take action
When I go and see someone to sell insurance, what answer will I get when I ask them, “Do you have life insurance?” The majority of the time they say,...
3 ideas to turn challenges into successes
While no two financial services businesses are exactly alike, there is common ground in the challenges overcome on the way to sustaining success. Following are a few favorite ideas that...
Top 5 Round the Table online articles
Good ideas, and certainly lists of ideas, caught your attention in 2020. Take a look at what online Round the Table articles you were reading most last year. Don’t miss...
How to be politely persistent and close more
A financial advisor got a call one day from an old college friend who said, “We’re ready to set up a retirement plan for our company. We want you to...
3 ways to build seamless client connections
Try these quick ideas to connect with clients and make a difference in your business today. What do you want? When meeting with a new client, before you write anything in the...
Seeing things from the prospect’s point of view leads to business
In sales training, we are often taught to treat objectives as obstacles to be knocked aside as we march toward getting the sale. That’s not the only approach, though. The logic...
5 persuasive questions about empowering education planning through insurance
One of the best gifts parents can give their children is a strong foundation through a good education. The parents’ income can play a vital role in making this possible....
