Financial Planning Professional Unlearned Lessons

A decade or two ago, those who sold financial products and services realized that consumers did not want to be sold stuff. Around the...

Insurance Prospecting is Not for Insurance Professionals

This article on prospecting applies to any type of financial sale. Your first boss told you that insurance prospecting is the life blood of your...

Two Steps to Eliminate Rejection From Your Sales Process

Do you feel rejected when people don’t want what you are offering?  Actually, when people do not want what you offer, they usually say...

Financial Services Marketing vs Sales Pitches - Industry Still Confused

Can't Such a Profitable Industry Do Better? The financial services industry is unfortunately addicted to a product-focused orientation such that sales are minimized.  It may...

Qualifed Insurance Leads

Not finding enough qualified insurance leads.  Perhaps the reason is here. Some insurance agents use lead generation techniques that create unqualified insurance leads (i.e. poor...

Fixing Abysmal Sales Skills Part 2

Life Insurance Companies and Their Agents Don’t Know How to Sell Insurance (and most sales professionals don't really know the definition of sales) The problem of...

Insurance Lead Generation Success with Google

A lot of insurance agents are unfamiliar with Internet marketing and don't understand how to do it.  One of the easiest ways to to...

New Financial Advisor – Don't Network for Clients

As a new financial advisor, you are desperate to get clients and should be. The failure rate of new advisors / insurance agents...

To Sell More, Stop Talking About Your Products

Do you like to be sold? Notice that when you see a sales pitch coming, your muscles tense up a bit and you put...

Don't Spend More Than 5 Minutes With a Prospect

Too many sales professionals spend their time with prospective customers who do not buy. That's a very expensive usage of time. If you're in...