Tags |
|
|
Answer Upon - How Professionals Deliver a Part of the Client's Financial Program: Three Rules
In an age of rampant documentation puffery and legal complications in dealing with employees, it's more important than ever to know who you're hiring. A basic background employment check can verify who the person you're considering hiring really is and if their credentials match up with the application and resume.Over the past few years pre-employment background checks have gained in importance for all employers no matter
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 t
IP stands for Ingress Protection. What is ingress protection, I hear you say. Ingress protection is the degree to which an electrical device can prevent itself from being invaded by solids or liquids. That is to say, the degree to which it can protect itself from ingress.This can be particularly important as any outside interference from solids or liquids could have cause an electrical device to malfunction, or worse,
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,” “unsuitable,” or “too expensive.” It happens. So educate the client on the front end – tell them it will happen and th
Indian press has such a deep influence over the lives of people that the Indians trust their media more than their government in terms of news authenticity. A survey shows that the most preferred medium of news in India is television (about 37 per cent), followed closely by newspapers (at 36 per cent). Then comes radio at 7 per cent and news magazines at 4 per cent. Thus, media training is a must to handle the Indian limelight.ucts, 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,” “unsuitable,” or “too expensive.” It happens. So educate the client on the front end – tell them it will happen and t
You became a chiropractor because you have a passion for helping people. If you were like me when I was starting my acupuncture practice, you hoped that this passion would effortlessly magnetize a plethora of perfect patients to you. But then the reality of being a business owner started to sink in. You began to realize that your love for what you do had to be coupled with the right business skills to make your practice a viab
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,” “unsuitable,” or “too expensive.” It happens. So educate the client on the front end – tell them it will happen and t
It has long been acknowledged that it is easier and cheaper to get more business from your existing customers than it is to get any business from somebody who has never done business with you.Your customers already know you and their business is more profitable for you because there is no advertising cost involved.A referral system, upselling and backend selling are all worth trying if you wish to increase the incom
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,” “unsuitable,” or “too expensive.” It happens. So educate the client on the front end – tell them it will happen and t
The average company loses half their customers in 5 years and half their employees in 4 years? This has significant impact to overall customer, employee, investor and supplier loyalty. Loyalty is the degree to which these groups are loyal to your product, service and organization.In today's market, being customer focused is a key to survival and longevity. High levels of loyalty have positive impact on customer satisfactio
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!)
HTTP = HTML link (for blogs, profiles,phorums):
<a href="http://www.hubyou.info/article/39794/hubyou-How-Professionals-Deliver-a-Part-of-the-Clients-Financial-Program-Three-Rules.html">How Professionals Deliver a Part of the Client's Financial Program: Three Rules</a>
BB link (for phorums):
[url=http://www.hubyou.info/article/39794/hubyou-How-Professionals-Deliver-a-Part-of-the-Clients-Financial-Program-Three-Rules.html]How Professionals Deliver a Part of the Client's Financial Program: Three Rules[/url]
Related Articles:
Using Ad Agencies and Designers
Get The Customers Hooked on Your Product or Service
Make Friends With The Gatekeeper! 10 Ways to Get Through More Often on the Phone
Bookmark it:
|