Sell Insurance With Great Client Service

Sell Insurance With Great Client Service

There’s no doubt that consistently providing the highest level of service and being responsive pays off in referrals and opportunities. A woman on the Board of Directors of a condominium association was responsible for handling the association’s building insurance. From the first time she spoke with the insurance agent, and thereafter, she consistently received superb service. What this agent didn’t know is that this woman was the author of six business books, a conference speaker, and a customer service expert. [Read more…]

Tips for Selling Financial Services For New Advisors

 
By Guest Writer Emma Crosby
Tips for Financial Advisors

While there are many factors that are universal when it comes to achieving success in sales, there are some that are specific to selling financial services. Some are simply because of the nature of those services, and others are because they are services rather than products or commodities.

There’s a big difference between selling financial products and selling financial services, and it’s important to understand that even before getting into the business. Every client is different, and they have different needs, and that means they each require different solutions. It’s crucial to treat every client as an individual, and making a personal connection with each client you work with is a good way to help achieve this. Making a personal connection is increasingly important in all areas of sales, whether it’s in retail, customer service, or financial services. Also important is understanding that most clients don’t want to buy your services and then just walk away—they want your advice, too. For the most part, everyone who sells financial services is selling the same products; the difference you provide is you, and how you tailor those products to your clients’ needs. [Read more…]

Tips for Financial Advisors Success at a Client Event

TipsforFinancialAdvisors

Financial Advisors and Financial Service Professionals and Wealth Management Firms-

Do You Know How to Connect at an Event and Avoid Missing New Client Opportunities?

It’s amazing how few insurance and financial services professionals have no clue how to make connections at an event.  I’ve seen too many pros attend networking events in hopes of making connections that will result in new clients, but they don’t know how to maximize the opportunities these events provide. I’ve been at numerous financial advisor and wealth management client events. These cost a great deal of time and money. The people work hard to promote the event to ensure a good turnout, then fail to connect at the event in the right way. [Read more…]

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