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20 Financial Professional Sales Ideas in 30 Minutes

Yes, you read that title correctly, this live Google Hangout recording with the legendary Bill Harris brings the thunder with 20 different financial professional sales ideas in 30 minutes.  If you aren’t familiar with Bill Harris, this man has single handedly done more for the annuity and life insurance industry than almost anyone else living today.  Over his career (which is still going), he broke numerous records from annuity sales, to exclusively teaching his secrets to other agents and advisors where they broke records, to selling multiple marketing companies to large carriers.

After selling one of his marketing companies to Sun America, Bill started combining his sales and marketing secrets that had served him so well and put them into formats that he could spread his amazing ideas far and wide such as CD’s, DVD’s, VHS (back in the day), and of course cassette tapes.  He licensed out thousands of his branded content to FMO’s, IMO’s, insurance carriers, and small agencies.

Said another way, Bill has had a huge impact on the financial services industry!

In this live event (recording above), I get the chance to interview Bill and go over things such as:

  • Client Appreciation Events
  • How inflation is impacting annuity sales
  • How Bill created over 3,000 LinkedIn connections
  • The 3 legged retirement stool
  • Why you should care about your prospect more than yourself
  • How to really measure your success
  • Why 2014 should be a huge year for annuities and life insurance
  • How to be a good storyteller
  • The effects of longevity
  • How to close
  • How to get referrals
  • Why tax-deferral
  • And many more

If you are in the financial services industry, you don’t want to miss this replay above.  Bill’s sales and marketing ideas are timeless classics that work better today than they did at any point in the past because most agents and advisors have forgotten.

In this live event, Bill goes over the ultimate strategy for a huge 2014!

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Fernando Godinez

Fernando Godinez is the CEO of Advisor Internet Marketing. He’s been the architect behind some of the top financial advisors online presence in the country and help them triple their practice through online lead generation. Over the past few years he has been responsible for generating over 500k leads through online marketing and lead generation campaigns for independent financial advisors.

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