In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how using a back-up request with clients and prospects can help you reach your goals.
The UK ban would apply to any add-on sales of regulated or unregulated products offered alongside financial primary products
Would your sales presentations go over best with actuaries? Jim Ruta, managing partner and chief sales officer, InforcePRO, points out the pitfalls of overly dry, mathematical life insurance presentations. Ruta explains how to put emotional relevance into your presentations for best results.
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how advisors can grow their insurance business by managing a sales territory.
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains the difference between pushiness and persistence in insurance sales, and gives tips on how to persist in a pleasant way with prospects.
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how insurance advisors can boost their businesses by focusing on helping clients, and not on commission targets.
A scholarship plan firm was the loser in a recent SCC case dealing with the contractual obligations of advisors and their firms
A brief guide to faulty sales spiels
Often confused with aggressive selling, persuasion enables you to help clients make better decisions
Have the discussion year-round