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Well said. If you can't motivate yourself in sales the lights go off and the tow truck shows up. That's all the motivation you should need.
My thoughts exactly!
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Well said. If you can't motivate yourself in sales the lights go off and the tow truck shows up. That's all the motivation you should need.
I find that if I'm down, making 100 calls seems to solve everything.
I would make a presentation that is very generic that will make the audience really wonder if their planning is on target. I have done many of these types of meetings over the year, one can talk about some of the common mistakes families make and give examples. One thing I have used recently that goes back to my "free insurance audit" is giving an example of shopping my home and auto insurance, I saved 4000. Now to me that is real money, through in potential savings on other insurance and you make folks start to squirm. I developed a relationship with a P&C guy and send him that business to "audit" and I do everything else. You can talk about the danger of counting on group health, disability and life. I could go on and on. I haven't started on the necessity of naming guardians and wills and trusts and the pitfalls to be carefull about.
Thanks for all of the positive input from the forum, on my topics. I will be incorporating some of the ideas like you guys suggested in the presentation. I've never done one for a group quite like this before, so I have another related question. What should I wear? I know it seems a little off topic, but I was planning on dressing very professionally, like a black suit, with a gray shirt and a gray tie, or is that too formal?
Dave