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Agents often struggle to find the best product for their client's situation and therefore have difficultly gaining their trust. In this episode, Chad talks about how he gains his clients' trust by studying and researching available products, finding the best solution to their situation.
Retirement is a big decision in a person's life. Sometimes the client is not ready to move their money, and that's okay. It's their decision. In this episode, Chad shares how he focuses on skill set and quality versus quantity, always doing his best to make sure the client is taken care of with the right product.
When you're retiring, you need to find something you can't lose your money in. Remember this is your money, your retirement. In this episode, Chad talks about how agents can often over-complicate the process causing the client to get confused. He also discusses how agents seem to be using the same products for years and aren't utilizing better available products.
Choosing to put your money at risk in the market affects your retirement way more than it does mine! The question is, is that something you're willing to risk? Do you want to lose any more money? In this episode, Chad shares how to talk to clients about market risk and secure alternatives.
There is plenty of information floating around during these unusual times, but we must make sure we're finding the facts. In this episode, Chad discusses the differences between facts and speculations as well as being careful about the sources of those facts.
It's time to help your clients put the stock market in the corner for a time out! No one knows where the market will be in 5, 10, or 15 years because it is emotionally driven and throws temper tantrums. In this episode, Chad exposes the volatility that the market brings and shares ways to bring peace of mind to clients with safety and security.
Getting in front of your client is vital to continue to write business in this industry. The question that remains is "how is that possible with what's going on?" In this episode, Chad uncovers the process he is using to go digital and get in front of clients.
As an agent in this industry, the ultimate goal is to help bring peace of mind to every client. Now more than ever, with fear and confusion on the rise, it's crucial to bring this peace of mind. In this episode, Chad shares how a confused mind will always say no and reveals the steps he's taking to steer clients in the right direction.
In this industry, it can be easy to get sucked into the idea that you're just an agent. It's time for agents to embrace the role of the client and see from their perspective. In this episode, Chad shares his thoughts about getting on the client's level and emphasizes how agents should follow the same advice they're giving.
Navigating this pandemic can be interesting, but could lead to breakthrough in yourself and your business. As an agent, it's time to get creative and find ways to keep business growing and invest in yourself. In this episode, Chad shares some recommendations for this time and ways to take advantage of your downtime.
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