by Sean Dailey | Feb 4, 2023 | Client Marketing Ideas, Sales Ideas
Asking good questions in a sales meeting helps advisors and agents in several ways: Provides better understanding of the prospect’s needs, wants, and pain points. This information is crucial in developing a solution that meets the prospect’s requirements....
by Sean Dailey | Feb 4, 2023 | Sales Ideas
Have you actually written down your sales process? It may seem like tedious work, but I highly recommend it. Why? Because after we wrote out our sales process, it helped us to visually see what we could change to improve it. It also helped us get on the same page with...
by Sean Dailey | Feb 3, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
Too many advisors and agents rely on only referrals to grow their business. I get it, referrals are awesome. They have the highest close rate and don’t cost a fortune for the leads. We even have a few campaigns designed to help generate more referrals. However, I...
by Sean Dailey | Feb 3, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
Personalization in marketing goes a long way. We live in a world surrounded with technology and social media that allows us to do practically anything: interact personally with others, brand ourselves, and put our face and our opinions out there through image and...
by Sean Dailey | Feb 2, 2023 | Marketing to Prospects Ideas, Sales Ideas
I’ve talked to advisors almost every day for almost 10 years. When I first start working with an advisor, one activity I always take them through is helping them know their numbers. Before we begin the exercise, they usually tell me they close 70-80% of their...
by Sean Dailey | Feb 2, 2023 | Sales Ideas
Accumulation annuites are a great product, but they don’t just sell themselves. Watch this brief video to hear our annuity expert Anthony highlight the benefts to you and your clients and the best way to present an extraordinary opportunity, including: No...
