Kick your 2022 goals into touch with this series!
As the dust settles on becoming regulated, we have to refocus finding new clients to assist and help. After all – that is what we are here to do, isn’t it? Times are getting tougher, and we need to sharpen those business generation skills. Getting ready now will pay off BIG time later!
This programme will work for you
Suitable for seasoned professionals wanting to resharpen their skills, to newer advisors looking for that idea to make things happen.
Here we will steer away from the online marketing and focus on the actions that we, as individuals, can control and put energy in to.
These ideas can be turned on and off as required to allow you to control how full your diary is.
Virtual programme - delivered in 4 X 2-hour sessions. That’s long enough to be meaningful and short enough to hold attention and allow practice and interaction.
3rd May 2022
Business Relationships and Centres of Influence
How to build deeper longer lasting relationships that will generate an ongoing stream of new business opportunities. We can target specific groups such as accountants.
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Meeting someone once is not a relationship! Creating a deeper connection with someone over time is the key to them providing the right people for you to talk to on an ongoing basis.
This session provides a proven track to doing exactly that. It will make you the trusted friend that they think of first every time.
- How do you find and approach the right people?
- What should you have ready to create your credibility and trust?
- How do you keep the relationship fresh over time – even years if you do the job right?
This session provides a proven track to doing exactly that. It will make you the trusted friend that they think of first every time.
10th May 2022
Local Area Marketing
This is the essence of no cost/low cost marketing. How can you take a simple action and leverage it to incorporate more demographic groups, roll it out more often and add more contact and sales points? Turn one client in a company into the catalyst for relationships with everyone. Turn a trade show into a lead generating bonanza.
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We can out a lot of effort into our marketing, but are we really getting the value out of it that we need?
This is about leveraging all the marketing activity you do into much, much more than it is right now. The best part is that you can turn it on or off as you need to!
- How do you make a single piece of marketing 10X more effective while spending almost nothing?
- How do you create marketing that you do not pay for until someone has bought from you?
- What is the secret that can turn a sausage sizzle into a 30% increase in sales?
This is about leveraging all the marketing activity you do into much, much more than it is right now. The best part is that you can turn it on or off as you need to!
17th May 2022
Recommendations
We all get that they are a great idea with high conversion rates and bigger sales - but so few people actually know how to really make them work! Our system is proven and bedded in psychology, and yet so simple to put into action.
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Being introduced to a potential client by a happy one is the best way to increase your chances of doing business.
When you fill your diary with recommended prospects, you fill you wallet!
- Know who to target and exactly when and how to approach and ask.
- Use the one secret that almost no-one uses that doubles the number of recommendations you get.
- Gain multiple recommendations more often
- Know exactly how to approach the new lead so they say “yes” to an appointment.
When you fill your diary with recommended prospects, you fill you wallet!
24th May 2022
Making 200 policy sales a year
These are the ideas that helped the presenter maintain risk production of over 200 policies a year for 10 years as a broker/advisor. Just one idea will help you get 50% of the way to a sale in the first minute.
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Some of these ideas you will have seen before…but have you sold 200 policies a year for a decade? What if just one idea added another 30 policies to your total in 2022?
Using just a couple of these ideas will significantly raise your success rate.
- How to be 50% of the way through the sale in the first minute.
- Having the client pick the amount they want and boosting that amount higher than they expected.
- How to remove “no” from the options list.
- Raising the clients budget expectation
- Setting the scene within the team.
- Pre-closing – How I gained a 96% closing rate on the second appointment.
Using just a couple of these ideas will significantly raise your success rate.
I started with an advertisement in the school magazine and now gain at least 20 policies a year.
We gained 1700 referrals in 10 months from 10 Advisors.
In my last year I have gained an average of over 4 leads a week from accountants, lawyers and mortgage brokers. What a difference!
Simply choose one session, if you think that's all you need!
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