Tag: financial sales
How Many Sales Do These Perceptions Cost You?
My wife has a pain in her shoulder. She’s had it for months. She complains about it. I tell her to go to the...
Top Financial Advisors Give Clients A Better Answer
Top Financial Advisors Give Clients A Better Answer Than “Just Be Patient.”
The bear market has taken its toll on many portfolios. And every day...
How to Schedule More Sales Appointments
Scheduling More Sales Appointments
It’s best to think about success in its components. Your sales success is made up of these 3 components:
the quality of...
Self Promotion II for Financial Advisors
Self Promotion II for Financial Advisors
Chris was having lunch with her assistant, Mike, at their local coffee shop when an elderly couple approached her.
“Excuse...
Facts About Seniors on the Internet
If you are in financial sales as a financial adviser or insurance agent selling to seniors, these facts are essential to your best marketing...
Referrals - Why You Don’t Get as Many as You Need
There are way too may financial sales professionals relying on referrals to grow their business. The result is a lot of people struggling....