- Thread starter
- #41
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You're just about there!
You'll get some good tips from Lew. If you buy one of his systems, I think he includes a couple months of free training. It'll be helpful.
I've always meant to order the Advanced Fact-Finding DVDs (how to close 9 out of 10) that he offers. When I got the mortgage kit, Lew was doing webinars on fact-finding, so I just reference those. His transition in how to begin the appointment and move smoothly into the fact-find is GREAT!
Now, I've been talking about transactional selling and then following up with a fact-finder and a more appropriate (and better) solution.
Lew will teach you to do the fact-finder FIRST before making ANY recommendations. Don't expect to do a complete fact-finder with people who are working on the job. You'll do it in your office, or in their home. He'll teach you to become a Financial Advisor, instead of "just a salesperson".
(I see nothing wrong with being a salesperson as long as you keep in regular contact with your policy holders. His systems talk all about that too.)
Just notice the differences. Nothing wrong with either one. The difference is that you might write a LOT of term WHILE you're doing fact-finding sessions! Definitely nothing wrong with that picture! And some people who will buy term from you WON'T want a complete fact-finder. That's okay. They're still a policy holder. Just keep in regular contact.
You'll get some good tips from Lew. If you buy one of his systems, I think he includes a couple months of free training. It'll be helpful.
I've always meant to order the Advanced Fact-Finding DVDs (how to close 9 out of 10) that he offers. When I got the mortgage kit, Lew was doing webinars on fact-finding, so I just reference those. His transition in how to begin the appointment and move smoothly into the fact-find is GREAT!
Now, I've been talking about transactional selling and then following up with a fact-finder and a more appropriate (and better) solution.
Lew will teach you to do the fact-finder FIRST before making ANY recommendations. Don't expect to do a complete fact-finder with people who are working on the job. You'll do it in your office, or in their home. He'll teach you to become a Financial Advisor, instead of "just a salesperson".
(I see nothing wrong with being a salesperson as long as you keep in regular contact with your policy holders. His systems talk all about that too.)
Just notice the differences. Nothing wrong with either one. The difference is that you might write a LOT of term WHILE you're doing fact-finding sessions! Definitely nothing wrong with that picture! And some people who will buy term from you WON'T want a complete fact-finder. That's okay. They're still a policy holder. Just keep in regular contact.