Advance Team

When conversing and presenting to your clients, it is important to have a road map of where you're going, as well as to check in to make sure they stay with you. Top producers Jeremy and Ben go into depth about maintaining control, timing, and pace of your appointments with solid transitions. But that by itself isn't enough - the guys define and break down the concept of tie downs, which are necessary for ensuring that your clients are with you every step of the way.

Everyone in our group follows a similar presentation that we share with clients, but everyone adds their own flair and personal touches to make it effective in reaching our clients on any level. Experts Carol and Tim provide insights into what each aspect of the presentation is intended to accomplish, as well as how to make it all flow together into an easy close. This episode is 100% essential to long-term success in selling!

Because we split CORE into two segments, this episode is exclusively about highlighting the emotion (or the why) behind our clients' needs. Because this is a heart-sale and not a transactional one, we need to be adept at digging below the surface and establishing how life insurance will protect the people who matter most to each and every client. Experts Zach and Jeremy break it down for us!

Arguably the most essential part of insurance sales is connecting and building trust with your clients. For this extremely important topic, we brought in Josh and Patti, both masters in this area, Their strategies and approaches are shared here liberally to help us all rise to any occasion as we get to know our clients. There is much to discover and room for all of us to grow in this skill set!

Getting in the door is what opens the gateway to everything in the sales process. This episode features Zach and Dameron give us an inside peek at their process of doorknocking, and how to stack the odds in your favor of getting in the home. Learn how to make a good first impression, handle objections, set later appointments, and more in this fundamental aspect of insurance sales!

For the third segment of our series, we enlist the expertise of Jason Ball and Carol Wesley to talk about our leads. There are different types and different approaches, but ultimately we know that lead represents opportunity. We spent some time going over some tactical ideas regarding our leads, but also focused heavily on the mindset with which we view our leads. "Whatever you believe about the leads is true!"

We had a fun time discussing the many little things that add up to big differences when it comes to preparing for your week! Thinking ahead, formulating habits, and establishing processes of efficiency were the focus of today's episode as we strive to maximize our revenue-generating activity hours and help more families to get protected.

To launch our reboot of Back 2 Basics 2.0 for 2019, Tim Wright and Dameron help us get started on the right foot with mental preparation. We discuss the intentional aspects of getting your head right long before you go see your clients, and go into detail about how to pave the way towards a successful week.

Probably the most down-to-earth, relatable episode we've ever done, we gather and share perspectives from agents who have various experience levels but who all have lived through some long drive-times on a workday. Those hours spent in isolation can be a breeding ground for fears, doubts, and negativity inside our minds, so Jeremy and Haydon and Josh help us break down the patterns of what is really happening in those moments, and how to fight those mental battles on a daily basis.

One of the most challenging and inspiring episodes we've ever done! Host Tim Wright asks Dameron Batson about his fast start here at Advance Team and how others can emulate his process. They cover everything from activity, reading, goals, momentum, accountability, and mindset - a fully comprehensive approach to maximizing potential in life insurance sales and becoming a true Difference Maker.