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This week, we go over the standards to win the account. There are numerous steps you should take before that final meeting to seal the deal. Tune in this week to find out how you should prepare for that last meeting to ensure you sign the account and add another client to your book of business.
This week, we continue discussing the importance of getting out of the office and meeting with your most important clients and prospects. Stay away from the desk typing emails all day. Show your clients and prospects why you're the right person to handle their accounts. Tune in this week to hear more!
This week, we go over a topic you probably don't think about when you schedule your calendar. Three things to always include in your weekly schedule. Do you drop in to visit prospects or high-impact clients? Are your records in order? With the hustle and bustle, it can be hard to remember that face-to-face meetings win more accounts. Tune in to this week's Words of Wisdom!
This week, we look at the changing times and the importance of adapting your skillset to fit the needs of the future. So much has changed over the past 20 years and will continue to do so in the next 20 years. Are you preparing for a future that will change how your agency does business? Tune in this week to learn more!
This week, we continue discussing objections and the next steps to take when you have overcome buyer objections. The follow-up is critical to ensure your new client doesn't have buyer's remorse. Show them why they made the right choice choosing you as their new agent. Tune in to this week's Pearls of Wisdom!
Welcome to the latest episode of Pearls of Wisdom! This week, we discuss objections. How do you handle objections? Are you prepared in the moment for what might come your way? There's always an objection, and if you keep track over time, you can be prepared for any objections that potential buyers might throw your way. Learn more on this week's episode. Tune in now!
This week we make a list and check it twice to find out which client advisor has been naughty or nice. Preston channels the greatest salesman of all time, Santa! Tune in now!
This week we explore the art of retaining clients for the long term. We talk about the crucial steps you should take in order to take charge of their accounts for a lifetime, adopting a business owner's mindset rather than that of a client advisor.
Welcome to the latest episode of Pearls of Wisdom! This week, we're diving into the importance of transparency in client relationships. Are you effectively communicating with your clients about expected results? Don't let year-end outcomes catch them off guard. We'll discuss the significance of keeping your clients informed throughout the year and suggest setting up regular check-ins to align expectations. Join us for this insightful conversation on this week's Pearls of Wisdom. Tune in now!
This week's Wisdom looks to past successes and clients that have helped you grow along the way. Do you keep a list of current clients to show your prospects the companies that trust you with their business? Grow your market by highlighting the clients that have grown your book of business and the strategies and challenges you've helped your current clients overcome. We hope you enjoy this dose of Wisdom!
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