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Casual Articles - How Professionals Deliver a Part of the Client's Financial Program: Three Rules
As an international centre of business, the City of London hosts countless business events and conventions at any given time of the year. Moreover, many UK and worldwide business’ headquarters are based in London, prompting routine and special business meetings to take place in the city. Consequently, the city of London is well practiced at catering to the business industry and providing its fleeting business commuters with the b
Rule Number Three (#3) – Remind the client that the decision they have made is a good one. Positive reinforcement of the money they just spent (and will continue to spend) is a motivator to do more business with you in the future. Make sure the client knows to call you if another agent or investment rep tries to tell them what they have is “not enough,” “
In ‘Article Marketing – 5 Winning Tips You Cannot Miss!’, my previous article, I promised to reveal more winning tips to increase your sales and traffic using article marketing. If you want to know why you should market with articles, please read the mentioned article. Otherwise, these are the few reasons why every online marketer and author should seize this powerful technique. Article marketing is absolutely free, drives laser-
If you are in the business of selling investment plans, annuity products, life insurance or other supplemental products, you can take a lesson from other industries (like auto sales) and implement a system of your own “personalized delivery” of the newest part of your client’s financial program. Follow these three (3) rules.
Rule Number One (#1) – Deliver the new policy or “first investment statement” IN PERSON. So many agents call themselves professionals and deliver a new policy in the mail. That is the worst mistake anyone can make. It makes your customer even more aware that the product they just bought from you is a commodity. The fact: It is. So how can you dress up the sale? Deliver the commodity in person. If you sell investment products, go by and educate the client on the statement they will receive once a quarter. If it is any type of insurance product (life, disability, long-term care), take the policy out of the company envelope and put it in a “delivery kit.” Maybe you have some folders printed with your name and logo on the front. Perhaps even a binder to help keep other financial documents organized. Do something to dress up the delivery.
Rule Number Two (#2) – Tell the client about what they have just purchased and how to use it. Most successful financial service professionals have a mental checklist of the topics they want to cover in a delivery appointment. Take that idea to the next level. Use an “AGENDA” to review ALL the important features of the product. Make sure they know to keep the material or policy in a safe place. Tell them to show family members where things are located in the event something should happen. If the company requires a delivery receipt, maybe you should too. After all, you are running a business, right?
Rule Number Three (#3) – Remind the client that the decision they have made is a good one. Positive reinforcement of the money they just spent (and will continue to spend) is a motivator to do more business with you in the future. Make sure the client knows to call you if another agent or investment rep tries to tell them what they have is “not enough,” “u
Ever wonder if the latest greatest technology can help you? Do you wonder what would happen if you step back and took a look at your business process workflow in an end to end manner? Would you learn how to be more efficient and more profitable? When you hear business process improvement (BPI) and business process management (BPM), do you know the difference between the two? If you do know, then are you like most business owners,
Rule Number One (#1) – Deliver the new policy or “first investment statement” IN PERSON. So many agents call themselves professionals and deliver a new policy in the mail. That is the worst mistake anyone can make. It makes your customer even more aware that the product they just bought from you is a commodity. The fact: It is. So how can you dress up the sale? Deliver the commodity in person. If you sell investment products, go by and educate the client on the statement they will receive once a quarter. If it is any type of insurance product (life, disability, long-term care), take the policy out of the company envelope and put it in a “delivery kit.” Maybe you have some folders printed with your name and logo on the front. Perhaps even a binder to help keep other financial documents organized. Do something to dress up the delivery.
Rule Number Two (#2) – Tell the client about what they have just purchased and how to use it. Most successful financial service professionals have a mental checklist of the topics they want to cover in a delivery appointment. Take that idea to the next level. Use an “AGENDA” to review ALL the important features of the product. Make sure they know to keep the material or policy in a safe place. Tell them to show family members where things are located in the event something should happen. If the company requires a delivery receipt, maybe you should too. After all, you are running a business, right?
Rule Number Three (#3) – Remind the client that the decision they have made is a good one. Positive reinforcement of the money they just spent (and will continue to spend) is a motivator to do more business with you in the future. Make sure the client knows to call you if another agent or investment rep tries to tell them what they have is “not enough,” “
Through the eyes of the uninitiated the world of Formula 1 motor racing can look like yet another glitzy, male oriented, machismo sport demonstrating yet again that ultimate success is down to how deep your pockets are, enabling only the elite teams to take front row positions on the starting line.But underneath the gloss, glamour and financial budgets that no developing business would shake a stick at are some fundamental
Rule Number Two (#2) – Tell the client about what they have just purchased and how to use it. Most successful financial service professionals have a mental checklist of the topics they want to cover in a delivery appointment. Take that idea to the next level. Use an “AGENDA” to review ALL the important features of the product. Make sure they know to keep the material or policy in a safe place. Tell them to show family members where things are located in the event something should happen. If the company requires a delivery receipt, maybe you should too. After all, you are running a business, right?
Rule Number Three (#3) – Remind the client that the decision they have made is a good one. Positive reinforcement of the money they just spent (and will continue to spend) is a motivator to do more business with you in the future. Make sure the client knows to call you if another agent or investment rep tries to tell them what they have is “not enough,” “
Did you know that 85% of Non Profit Fundraising every year is acquired from direct individual donations?That 85% consists of large and small donations but it is the steady stream of small donations that keep most nonprofits afloat.One should plan and forward his or her steps careful if the organization is new and they are not sure about the process of Non Profit Fundraising.Ideally, first step should be to cu
Rule Number Two (#2) – Tell the client about what they have just purchased and how to use it. Most successful financial service professionals have a mental checklist of the topics they want to cover in a delivery appointment. Take that idea to the next level. Use an “AGENDA” to review ALL the important features of the product. Make sure they know to keep the material or policy in a safe place. Tell them to show family members where things are located in the event something should happen. If the company requires a delivery receipt, maybe you should too. After all, you are running a business, right?
Rule Number Three (#3) – Remind the client that the decision they have made is a good one. Positive reinforcement of the money they just spent (and will continue to spend) is a motivator to do more business with you in the future. Make sure the client knows to call you if another agent or investment rep tries to tell them what they have is “not enough,” “
Careers in modelling – how to look good In modelling, your body is your most important asset. If you don’t look after your health and your looks, the telltale signs will be obvious to prospective agencies and employers and you’ll find it difficult breaking into the industry or progressing in your modelling career. Here are some tips on how to look after your health and your body and how to present yourself well to get
Rule Number Three (#3) – Remind the client that the decision they have made is a good one. Positive reinforcement of the money they just spent (and will continue to spend) is a motivator to do more business with you in the future. Make sure the client knows to call you if another agent or investment rep tries to tell them what they have is “not enough,” “unsuitable,” or “too expensive.” It happens. So educate the client on the front end – tell them it will happen and that you have no problem discussing their financial picture with a dissenting opinion. This is loss prevention maintenance. It works!
Just follow these three (3) SIMPLE RULES for delivery and your client will remember you. You have taken a commodity they could purchase from another professional, and personalized it, packaged it and made it your own. Folks, that’s just good business and it will reap rewards for you in the future – especially when you are ready to ask for referrals from that client.
Delivering a part of the client’s financial program: How Professionals do it.
(This Sales Jive idea was submitted by Warren Shirley of Letohatchee, AL. Thanks Warren!)
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