Paul Kingsman explains that when clients ask HOW YOU'RE DOING, it's best to describe WHAT YOU'VE BEEN DOING to equip them with words to easily refer you to others.

MAXIMIZING CLIENT OPPORTUNITIES WITHIN THE BRANCH – A concept we hear often with Huddle Sessions, and certainly as important as ever.

Sometimes looking beyond the “typical” opportunities like Large Deposits, CD Ownership, Bank IRAs, etc., can also create some great conversations.

Pulling ideas from recent Huddles we’ve been a part of in the field, we wanted to share (3) areas of interest.  Each comes from a place of truly helping to be a resource for clients.

Listen and then get together with your Branch Team about these opportunities at your location!

You most likely know there is a HUGE transfer of wealth taking place right now in America. 

But what are you doing to ensure you're retaining or attracting that money when it moves from one generation to the next?

Listen as Paul G gives some insights on how you can help your clients when they need you most. 

Have you ever had to return a gift someone gave you, either it was the wrong size or wrong style?

Wouldn’t it have been nice to have some input?

The same is true in selecting a solution for your client.

Nick Bond explains how Involving your client in the decision making process goes a long way in accomplishing two things…

Listen and prevent your client from returning what you picked out for them.

Natalie Kropuenske shares how understanding this concept is key to getting your clients where they want to be. 

In your client's story, THEY ARE THE HERO. And they should be. 

They don't need you to save them, they need you to guide them. 

They can't do it on their own. 

Remember...

They need you to show them the way. 

Paul Gauger dives into 4 common objections that Financial Advisors hear from their clients regarding annuities.

IF INCOME IS YOUR OUTCOME...

Then you (and your client) have some decisions to make. 

Fortunately you have options, and a team ready to help decide which is the best. 

Whether your client needs Income Now, or Income Later, solutions are available. 

Imagine you’re on the 10 yard line, 🏈

You have your FIRST MEETING coming up with a client. 

You should know the 3 things you can do before and during that will make this meeting a success.

Nick Bond shares 3 SIMPLE TACTICS that will help your client feel understood, and want to do business with you sooner. 

"This idea is too simple, every advisor must be doing it, RIGHT?"

Wrong.

Paul Kingsman shares two easy ideas to help you stay front of mind with clients this summer, and help them look smart at the same time.

Let us know if you want more help connecting and impressing potential clients. 

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