Tag Archives: sales opportunities

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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Five Things You Can Do to Produce Sales Activity NOW

As a financial advisor, broker, rep, associate, planner, or other type of sales producer, it’s important to keep activity, well, active! Other than making a billion cold calls, here are five things you can do right now from the comfort of your office or car to produce sales. And I mean right now!

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Professional Associations

In this round, Michael discusses not only what a professional association is, but also why you would want to join one. Some of the benefits of joining one just might knock you out! )

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5 Things Advisors Don’t Say to Their Clients – But Should

Heck, most advisors don’t even talk to their clients unless they have to! Unless it’s time to renew something, or up-sell something, or be referred to someone for something. It’s always something! It’s no wonder the number one reason clients jump from one advisor to another is because they don’t hear from their advisor enough. […]

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Out of Sight is Out of Mind!

Believe it! If you don’t have deliberate (and creative) ways of staying in touch and reminding prospects and clients that you’re a valued resource, they won’t call you. Well, they may not call you. Odds are they won’t call you. Everybody is busy and rarely does it occur to your prospects that they should be […]

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Why So Funny?

Sales people are funny. Real funny. Especially those in the financial services industry. (Financial advisors are particularly hysterical.) Why? Because even after taking my program and being primed on the rules of networking, many forget (or somehow haven’t yet realized) that networking and selling are two completely different things. Then again, maybe it’s me. Here […]

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