Please see the "blog roll" in the left hand column of this blog as we have distributed several free resources for financial advisors and life insurance agents among several blogs.
These resources include free downloads and tips on various issues on marketing and sales, everything form how to have appointments arranged for you with CPAs and Attorneys to how to pack your next seminar to how to use the Internet to promote your business.
In our observation, the arena where financial advisors and insurance agents most need help is with their sales skills. The sad thing is most think they are really good at selling and they are not. Our main blog focuses on this issue. While prospecting and marketing can be delegated, for example to an outside telemarketing firm or a lead service, the one thing you cannot delegate is the sales conversation. We have found that only 15% of financial sales professional have ever taken professional sales training. They think they know how to sell but are basing their opinion on the fact that they have been at it for 20 years.
Unfortunately, many advisors make the same mistakes over and over again for 20 years and hopefully, our articles on sales will help tune up your presentation. While you may think you have a n 80% close ratio, if you track it scientifically, you will be surprised to find it's under 50%.
Friday, June 5, 2009
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