Épisodes

  • Taking Heroic Notes

    Taking Heroic Notes
    Oct 11 2021
    Being able to recall information from a previous conversation with your client and being able to follow up with them about their needs is what making your client the Hero is all about. In this episode we talk about taking Heroic Notes and how to keep track of that information.
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    5 min
  • Everyone Needs an Umbrella Pt. 2

    Everyone Needs an Umbrella Pt. 2
    Oct 4 2021
    In Pt. 1 we talked about why everyone needs an umbrella and in this episode we go into how to sell an umbrella. I tell you exactly the words you need to say to open your clients and prospects eyes.
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    7 min
  • Everyone Needs an Umbrella

    Everyone Needs an Umbrella
    May 10 2021
    Every single one of your clients has liability risks that exceed their policy limit. We should be offering an umbrella to every client. Here are some reasons why. We will talk about how later.
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    4 min
  • Pillar 5 Mindset

    Pillar 5 Mindset
    May 3 2021
    Mindset is the "why" we do things. Why do you want to be in sales or insurance for that matter. Is it just the money or is there another reason. Does meeting the clients needs get you going in the morning?
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    5 min
  • Presenting Vs Telling the quote

    Presenting Vs Telling the quote
    Apr 27 2021
    In this episode we go over examples of how to present a quote live. We also discuss te importance of you presenting a quote instead of telling them your prospect the highlights.
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    5 min
  • Framing the Sales Process

    Framing the Sales Process
    Apr 19 2021
    Letting your prospect know what to expect helps take their guard down because they don't understand why you are asking the questions you are. Once you tell them what you are going to do with the information you are asking for and ultimatly benefit them by giving them the best coverage for the best price you will be able to ask more open ended questions and get better responses.
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    5 min
  • Quoting in 3's (Part 2)

    Quoting in 3's (Part 2)
    Apr 12 2021
    In this podcast I explore exactly how to present your quote in 3's. Its all about the structure. Dont just have 3 quotes have them build off of each other.
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    4 min
  • Presenting Quotes in 3's (Part 1)

    Presenting Quotes in 3's (Part 1)
    Apr 5 2021
    Your prospect better know they have options. Telling them that you have multipl options puts you in the driver seat. Now the question is not are they going with you but what option of yours are they picking.
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    4 min