Using ‘Divergent’ movie as an example to explain D.I.S.C personalities. Identifying your clients’ personality type and ways to be more D or I in your characteristic traits. Adapting other characteristic … Continue reading Identifying Various Personality Traits

Kicking The Habit of Making Assumptions What to expect in the podcast: Being straightforward and direct to clients and understanding the clients in their entirety. Being able to crystallize your … Continue reading Kicking The Habit of Making Assumptions

Having a Certain Kind of Structure to Achieve Your Production Goals What to expect in the podcast: How to consistently achieve your goals/desire. The number of people you need to see … Continue reading Having a Certain Kind of Structure to Achieve Your Production Goals

Building Trust and Credibility What to expect in the podcast: The 3 things to form the circle of trust. Building rapport by identifying a common interest. How to become a … Continue reading Building Trust and Credibility

Managing Expectations in the Warm Market What to expect in the podcast: Demand vs Request. Clients need to recognize the value you add to them. Having the right to ask … Continue reading Managing Expectations in the Warm Market

Techniques In Accomplishing a Strong Closing Appointment Things to expect in the podcast: Having the conviction as a financial consultant. Importance of identifying a problem. How to fully understand the … Continue reading Techniques In Accomplishing a Strong Closing Appointment

Being Equipped to Give Strategic Solutions as Consultants What to expect in the podcast: How to identify clients’ problems, whether or not they realize it. Techniques on getting the information … Continue reading Being Equipped to Give Strategic Solutions as Consultants

How to Execute A Strong Opening Presentation What to expect in the podcast: Role Play on handling objections. An example of a good opening presentation. Breaking down the techniques needed … Continue reading How to Execute A Strong Opening Presentation

Putting Yourself in the Shoes of Clients What to expect in the podcast: Making yourself client centric and providing them with the best buying experience. Magnifying small problems, is it … Continue reading Putting Yourself in the Shoes of Clients

Knowing the Intrinsic Value of the Work You Do What to expect in the podcast: Handling skepticism. Knowing what you bring to the table as a financial consultant. Importance of … Continue reading Understanding the Intrinsic Value of the Work You Do