Would you like to quickly build rapport and create profitable relationships with prospects without having to meet with them in-person?
Well, yesterday we released a brand new video that walks you through how one of our advisors consistently closes millions of dollars in annuity business and gathers AUM 100% over the phone.
This advisor takes a unique approach that doesn’t come across as “salesy” and works really well to help people with their retirement income plan.
This advisor had previously used direct mail, dinner seminars, and a number of other costly forms of marketing to generate leads and appointments, but he was still only getting average results.
Here’s what we cover in part 2 of this on-demand video:
- The 2 types of annuity prospects and how to treat them differently in your sales process.
- How to overcome the fear of prospects losing control of their money with annuities.
- How to work with engineer prospects and those who manage their own money.
- The best way to explain annuity bonuses to prospects.
- When it makes sense to split up annuities and stagger lifetime income streams at different times.
- How to revive cold prospects and engage them to schedule a virtual meeting on your calendar (see the exact language to revive prospects that go dark without coming across as silly).
There’s no email opt-in required and there’s nothing for sale — let me know what you think:
On-Demand Virtual Sales Training Video
If you would like to learn more about our hands-free, turnkey approach to generate leads and appointments along with our virtual sales coaching, here’s a couple of steps you can take: