trusted advisor

Articles tagged with trusted advisor


Life Settlements: Think Outside The Box

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CMEditor
Your clients rely on you as their trusted adviser for innovative insurance and financial planning options. Due to recently enacted laws, financial professionals have the opportunity to add a new product to their client services: Life Settlements. Jolene Fullerton explains how this powerful resource can allow you to help your clients maximize the full potential of their Life insurance policies.

Put Sales Last To Succeed

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CMEditor
PUT SALES LAST TO SUCCEED by Michael Jans Agents dream about having their 'phones ring off the hook,' having swarms of sizzling hot prospects knock on their door insisting on ...

Sales Lessons Learned From A Stomach Ache.

1 Verified Reviews - 5 of 5.0

BrianNate
In order to properly serve our clients and prospects we must first diagnose their problem and pain. The way we do this is to ask questions. Find out where they are hurting and why. If we jump right into quoting or fixing without diagnosing the problem how do we know they best way to treat their pain? WE DON'T.

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