Are Bronze medalists happier than Silver medalists?

Study after study shows they are, and Paul Gauger explains how this affects your clients perception of Risk and Loss.

Are Bronze medalists happier than Silver medalists?

Study after study shows they are, and Paul Gauger explains how this affects your clients perception of Risk and Loss.

Have Referrals been light at your branch recently?

Then you'll want to listen to this.

How many of you have heard this question?

"What's your best rate?"

"What's your top rate?"

"Six months, 12 months, 18 months?"

They're calling other institutions as well.

Nick Bond shares how other Financial Professionals are answering this question, and winning the business.

Effectively involving your Clients in the decision making

You empower you clients by presenting multiple solutions, letting them decide what looks, feel, sounds the best for them.

Nick Bond shares what this looks like.

Did you know, over the last 67 years, 85% of the time when the S&P500 was positive it was up over 7%.

No one knows what the market will do tomorrow, next month or next year.

Paul Gauger explains how understanding market cycles can help you set expectations with your client considering an index annuity.

Where can you look in your book of business for client who need and want Guaranteed Income?

Paul Gauger details a recent client meeting where we were able to guarantee the client 30% more income for life with a Fixed Index Annuity versus their current Variable Annuity.

Let us know if you have any of these opportunities in your book of business.

So many times our clients and prospects come to us with "surface problems" or "surface needs". 

But there's more below the surface, a deeper problem or greater need. 

They aren't hiding it from you, they just might not even know what the real problem is. 

So, how can you help them recognize a problem they might not even know exists?

Paul Gauger shares 3 techniques to help you dig deeper, build trust, and win the business. 

First meeting with a prospect... YOU WANT TO IMPRESS THEM RIGHT?

So you start the conversation talking about the number of years you've been in the business, and all the great products and services you have to offer.

I'm sorry... but if you're doing that, you sound just like every other financial professional vying for their business.

Potential clients aren't interested until they know one thing about you... HOW YOU'VE HELPED OTHER PEOPLE LIKE THEM.

Jason Smith describes a simple, surefire way put the focus on them and ensure you separate yourself from the competition.

Why is it that it's easier to buy a Big Mac, than it is to secure your financial future?

Walk into any fast food restaurant and within 30 seconds you know everything that establishment has to offer. 

They make it easy to buy. They make it simple. They put a menu right up on the wall. 

Contrast that with any bank, big or small. 

Have you ever seen a menu on the wall of a bank, detailing every product or service they have to offer?

In this episode of Between Branches, Paul Gauger thoughtfully explains why you need to BE THE MENU.