Tag Archives: grow your business

Turn Social Situations into Business Relationships

Business happens at the speed of trust and, if there is no trust, no value, no genuine connection, or no synergy, all the dinners, ball games, and golf outings in the world aren’t going to change those relationships.

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How to Help Advisors Succeed and Generate More Business

What if there was more of an effort to recruit the right candidates and have more experienced sales producers available to help them generate more business? Many more would succeed and the team (agency, branch, or whatever) would have much higher retention and production.

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Hit Your Numbers And Produce Sales

As an advisor, your firm has figured out how many phone calls you need to make, how many face-to-face connections you should create, how much engagement you should create through social media, how many fact finds you need to post, how many seminars you need to deliver, how many relationships you need to build, how many “natural market” conversations you need to have, how many sales appointments you need to make and, ultimately, how many cases you need to write to produce sales

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