You call the lead, set the appointment, run an illustration, and the client doesn’t show up. A no-show can be challenging, but your time is precious, and the way you convey that to your clients is vital. In this episode, Chad and Caleb dive into how Chad responds to a client not showing up to the appointment.
One of the best ways to expedite success is to know exactly what NOT to do. In this series, you’ll hear Chad and Caleb talk about 25 things that agents commonly do that can be detrimental to their business and ultimately lead them to failure in the industry. Avoid these 25 things, and you’ll set yourself up for long-lasting success.
One of the best ways to expedite success is to know exactly what NOT to do. In this series, you’ll hear Chad and Caleb talk about 25 things that agents commonly do that can be detrimental to their business and ultimately lead them to failure in the industry. Avoid these 25 things, and you’ll set yourself up for long-lasting success.
One of the best ways to expedite success is to know exactly what NOT to do. In this series, you’ll hear Chad and Caleb talk about 25 things that agents commonly do that can be detrimental to their business and ultimately lead them to failure in the industry. Avoid these 25 things, and you'll set yourself up for long-lasting success.
Does your appointment process need refinement? Chances are, it does. One tweak in your process can make a huge difference in your production. In this episode, Caleb and Chad discuss the appointment process and how to build one that leads to a higher closing rate.
Most agents agree that making sales calls can be less than exciting and isn’t always a walk in the park. But, what if you had a sales script that helped you push past those mindsets and see the value in calling clients for the sake of helping them? In this episode, Chad and Caleb share valuable tips on building a phone script that books appointments in 15 minutes or less.
When going through a fact-finder with your clients, it’s not just about the questions you ask but how you ask them. Too many agents try to sell first rather than find the solution to the problem. In this episode, Chad and Caleb talk about fact-finding and how to build an effective fact-finder that gets all the information you need in one page or less!
Writing the annuity policy is only the first half of being an annuity agent the other half is, being available to your clients when a spouse dies, needs long-term care, or has a major life change. Selling an annuity isn’t a one-and-done. Your clients may need your help, even after the sale is final. In this episode, Chad and Caleb discuss the importance of the second half of the annuity sales process.
Selling FIAs shouldn’t be complicated or hard to do. In this episode, Chad and Caleb talk about some practical steps you can take today to start selling annuities and even sell your first million in one year.
If you could have something that would do the selling for you when you leave the appointment would you use it? Of course, you would. In this episode, Chad and Caleb discuss the importance of a leave-behind kit and how it can easily take your business to the next level.
Many of the clients you work with have legitimate concerns, but how do you talk about their pain points without conjuring fear? In this episode, Chad and Caleb talk about three major pain points and how you can address them in a way that points them in the best direction for their situation without creating more fear.
Don’t "throw it all to the wall and see what sticks," find the solution to your client's problem, and show them the best option for their situation. In this episode, Chad and Caleb discuss fact-finding and how fact-finding enables you to solution sell rather than product push.
How much business are you losing because you aren't presenting yourself as the expert? Is it time to reevaluate your approach? In this episode, Chad and Caleb discuss the necessity of establishing an internet presence as well as the importance of having branding that presents you as the expert to your clients.
When it comes to explaining annuities, it's easy to complicate things and create analysis paralysis in your clients. In this episode, Chad and Caleb give a third take on how to explain annuities more simply. Simple always wins!
We can all agree that every agent will run into client objections, but how do you prevent them from coming up in the first place? In this episode, Chad and Caleb discuss the keys to overcoming objections before they ever arise and the importance of constantly refining your appointment process.
When the market is high, clients can have a lot of hesitation moving into safety and security because they think it will continue to go up. In this episode, Chad and Caleb discuss the ways that you can address the market conditions without conjuring fear in your clients.
Have you ever met with a client about life insurance, medicare, final expense, or an annuity and felt like they could benefit from a policy in another area? If so, you've been inclined to "cross-sell." In this episode, Chad and Caleb discuss the benefits of cross-selling, and some things you can start doing today that will help you cross-sell effectively.
Setting yourself apart and becoming the expert in annuity sales doesn’t happen overnight. It takes some dedication and an investment of time to get where you want to be, but it is certainly attainable and well worth the effort. In this episode, Chad and Caleb talk about how being an industry expert practically benefits you and what it takes to get there.
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