Do You Ask these Critical Questions in Your Prospect’s First Visit?
Curt Whipple shares the questions financial advisors need to ask when meeting with prospects.
Your First Meeting with a Prospect is Where You Make the Sale
“For 34 years, I have been in the financial services industry. In those 34 years, countless advisors I have coached or known as friends complain that they need to get better at closing the sale. When faced with this question today, I am quick to tell all of these individuals the following: the sale is made in the Fact Finder/Initial Interview.” Curt Whipple explores the roots of a successful sale.
Memories of The Masters: What Arnold Palmer Taught Me About Life
Well, it’s finally April, and for millions of earnest believers, that means one thing: Easter. It’s a time of tradition. Kids excitedly rifle through their Easter baskets and search for prize-filled eggs hidden all over the local park. Parents will get the family ready in their Sunday best, and the masses will file into churches…
3 Big Tips on Telling Your Employees about Higher Health Care Costs
By Dr. Josh Luke I’m going to lay out a scenario. By the time we get to the end of it, you tell me, does it sound familiar? Your health plan needed to change, it was just getting too expensive. Your new plan is still more expensive, but not as expensive. You don’t have any…
Mastering Your Body Language on Stage
By Deborah Torres-Patel Your body speaks before you do. Your posture and your body language telegraph how you feel about yourself and set the tone for your presentation. Your audience may not remember exactly what you say, but they will remember the feeling that your presence created. You convey immediately how you feel about yourself—as…
The Four Pillars of Effective Public Speaking
By Deborah Torres-Patel When you admire an outstanding communicator, you might wonder, “What makes this person so special?” An outstanding communicator has established four essential pillars; you need each one to become a superstar speaker. Credibility Confidence Charisma Connection 1. Credibility What makes a speaker credible? Apart from your track record, how…