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Virtual Advisor Sales Secrets

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Below you can access our most popular podcast episodes to help you grow your practice in the Digital Age. These Episodes have been downloaded over 5,000 times.

Also included, are two training videos that can walk you through how we’re able to sell millions of dollars in annuities — 100% over the phone, without having to meet clients in-person.

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Virtual Sales Mastery Training Videos

 
How To Use Annuities As Part Of Your Client’s Overall Retirement Plan

Part One

 
How To Use Annuities As Part Of Your Client’s Overall Retirement Plan

Part Two

 
How To Use Advanced Withdrawal Strategies With Annuities

Part One

 
How To Use Advanced Withdrawal Strategies With Annuities

Part Two

Download Our Most Popular Podcasts

Digital Marketing Secrets: Confessions Of A Marketing Guru, Real World Lessons Learned In Field
(1,445 Downloads)

In this episode I address the warnings you should heed before you hire any marketing consultant or “guru”. See how to verify if a marketing service provider is the real deal…

Click the media player above to stream this episode or download as an MP3 by right-clicking here and choosing “Save Link As”

5 Inconvenient Truths About Our Industry And How You Can Prosper In
The Digital Age
(1,312 Downloads)

In this 2-part episode I break down current trends happening in our industry and how financial advisors can gain an unfair advantage over their competition.

Click the media player above to stream this episode or download as an MP3 by right-clicking here and choosing “Save Link As”

Virtual Sales Secrets: How To Close Large Annuity Cases Over The Phone And Build A Highly Profitable Practice
(2,494 Downloads)

In this episode we break down how to effortlessly close large annuity cases 100% over the phone and how adapting a virtual sales process has been a gamechanger for advisors.

Click the media player above to stream this episode or download as an MP3 by right-clicking here and choosing “Save Link As”

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