What Your Clients Want to Talk to You About: Survey

7 Oct

Clients’ trust in and satisfaction with their financial professional increases when both parties willingly broaden their conversations and engage in a more transparent, holistic approach to financial and future planning, according to a new study from AIG Life & Retirement and the MIT AgeLab. More>>

The Ultimate Guide to Sales Tips for Each Generation

15 Jul
Every fifteen to twenty or so years, a new generation emerges, and as the kids that compose it come of age, they generally catch some flak from their older counterparts. It’s almost like a rite of passage to take heat from your elders and give it right back to them — only to do the exact same thing they did once you’re their age. More >>

9 Steps to Take When Your Prospecting Strategy Isn’t Working

1 May

Ever wake up in the morning, look in the mirror and say: “I have no business?” Ouch. Actually, you should look in the mirror and say: “The day is a blank canvas. How am I going to make the most of it?” Yet the reason you have no business is simple: Your prospecting pipeline in empty. What now? More >>

The Art of Asking Open-Ended Questions

10 Apr

When qualifying, you bring value to your prospects, clients, and yourself through the questions you ask — but only if they’re good questions. Allow me to introduce you to a concept I call “high-value questions.” Simply stated, a high-value question for sales is one that creates a learning experience for either the questioner (you), the person being questioned (your prospect or client), or both. Naturally, the best high-value questions provide insight for all parties concerned. More >>

5 Tricks That Will Magically Get Prospects Interested in You

3 Apr

It’s easy to sell to prospects who are already interested in your product. They’ve done some preliminary research and decided you’re a potential solution. Now all you need to do is answer some questions, get in front of the right people, and make sure they opt for you over the competition. More >>

15 Effective Responses to A Prospect Who Chooses Your Competitor

27 Mar

Sales objections are part of the job. And salespeople commonly come up against the competitor objection when talking to new prospects. As soon as the buyer realizes the nature or function of your product, she says something along the lines of, “We already work with Competitor X,” or “We already have a supplier for that.” More >>

How to Write a Professional LinkedIn Headline (With Examples)

20 Mar

When it comes to icebreakers, “describe yourself in three words” is by far one of the toughest. You’re a complex person, with unique ambitions, experiences, preferences, and traits – how are you possibly supposed to distill yourself down to three mere words? More >>