Building Rapport With Clients

Feb 4, 2019

  1. DHK
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    DHK Guru

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    Cheapest initially... or long-term?
     
    DHK, Feb 5, 2019
    #21
  2. Life Hawk
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    Life Hawk Guru

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    As a servicing agent who plans to do so for the long haul... I want to service with good companies that I work well with, even if they are priced a bit above... I cannot always place with the companies I like most, but I will when I can.:yes:
     
  3. goillini52
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    goillini52 KeepAmericaGreat...Eat Bacon & BUILD THAT WALL!!!

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    I'm frugal, but I won't buy cheap toilet paper for several reasons. :confused:
     
  4. DHK
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    Not to disagree with you, but a convertible term's value is in the permanent plans it can be converted to... which is how whole life insurance can be cheapest long-term as premiums will equal cash values at about year 10.

    Ben Feldman is far more eloquent than I am: Start at 12:04



     
    DHK, Feb 5, 2019
    #24
  5. WinoBlues
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    WinoBlues Guru

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    >> End of 10th year - worth $80k? Shows a difference of $20k. $20k / 10 years = $2,000 per year of cost at year 10.


    I used to do a one page proposal that showed that v Term.

    Worked so well I stopped doing.
     
  6. SOCMAN
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    SOCMAN New Member

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    It is all about building relationships. Find out what they like to do and let them talk all about it. Then, keep in touch with them. You need many touches before you get the business.

    I have found that using an online tool that can personalize real greeting cards and gifts and mail them out for you is a great way. Birthdays and holidays are two obvious times to send out cards. You can also spice it up with just "thinking about you" touches.

    Everyone loves receiving a surprise in the mail that isn't a bill! Here is the link to the tool that I use. Use invitation code TRUSTEE to check it out for free.

    BannerSeason™ - Win The Moment

    No CC required to check it out.
     
    SOCMAN, Feb 7, 2019
    #26
  7. Markthebroker
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    Markthebroker Guru

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    I learned to properly ask for referrals a long time ago. Not just ask for referrals, but PROPERLY ask for referrals. All my clients now are by referral, so the issue of building rapport, along with a lot of other challenges, disappeared some time ago.
     
  8. goillini52
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    goillini52 KeepAmericaGreat...Eat Bacon & BUILD THAT WALL!!!

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    Hey Mark, by PROPERLY asking for referrals, do you mean that you use the word please when asking for a referral? :huh:

    As far as that building rapport stuff...sorry, but I can't stand rap music!!! :no:
     
  9. Markthebroker
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    Markthebroker Guru

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    No. If I've done a good job caring for my clients, then they are giving me referrals to their friends and associates to help them out, not me. So no, that word is rarely a part of that process.
     
  10. somarco
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    somarco GA Medicare Expert

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    I worked with a guy years ago who trained sales people. His territory was FL where, according to him, everyone had a fish (taxidermy) on their wall. He built rapport by starting a conversation about the fish.

    What a great fish. Tell me about how you caught that.

    One day he walked into a house. No fish. The first words out of his mouth were "Where's your fish".

    You either have an inane ability to engage people in conversation or you don't. I suppose it can be learned but the truly great sales people I have worked with just had a knack for initiating conversation and getting folks to open up.

    If you need a fish to start a conversation you are completely lost
     
    somarco, Feb 9, 2019
    #30
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