Do you ever have a first appointment with a new prospect only to realize later that it was also a last appointment? The prospect didn’t want to meet again to hear your recommendations. Instead, they said they needed to speak to their spouse first or check their calendar. In reality, they didn’t see the value in meeting again, and when you followed up, they never returned your calls. Can you relate to this? If so, know that you are not alone!

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a systematic way of connecting with a prospect during the first appointment! They don’t take the time to understand each of the possible challenges that can clog the first appointment section of the pipeline, nor the solutions to tackle those obstacles. As a result, they go into the first appointment telling prospects about themselves rather than taking time to ask about the prospect.

This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline with the First Appointment. These are not just theoretical concepts but actionable steps you can implement in your practice.

Do you ever wonder why some people seem to grow their business year after year while others might be stuck on a production plateau? It could be as simple as them knowing one thing you don’t know: how to unclog the pipeline.

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a systematic way to unclog their sales pipeline. They don’t take the time to understand each of the possible challenges that can clog the pipeline or the solutions that exist. As a result, they slow down or stop prospecting altogether, hoping they get an occasional referral or have an occasional client add additional assets.

This episode shares practical strategies that successful advisors and agents have used to unclog the pipeline in Stage #1: The Initial Contact. These are not just theoretical concepts but actionable steps you can implement in your practice.

Have you ever sat down, grabbed the phone to start prospecting, and hesitated to dial because you were unsure of how individuals might respond or even worried about what to say? Or maybe, you've thought about all the potential objections a prospect could throw at you and wondered if reaching out is even worth the risk. In either case, know that you are not alone.

Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers, at some point in their careers, face the biggest challenge when it comes to making calls, which is called reluctance!

The secret to conquering call reluctance is to know that it is common but entirely conquerable. You just need a proven process!

This episode shares practical strategies successful advisors and agents have used to overcome call reluctance. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.