Setting the Hook - A Blueprint For The First Meeting (Insurance Brokers)

Heads Up Adviser

English - April 25, 2022 08:25 - 42 minutes - 38.5 MB - ★★★★★ - 29 ratings
Marketing Business Education Self-Improvement healthcare broker insurance agent heads up adviser craig lack john sbrocco self-funding Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

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It's no news that a great first meeting with your prospect determines your business relationships. Successful brokers should never leave it to chance and carefully design their conversation and sales pitch. However, it's not an easy job to stand out from the crowd of competitors if you use the same sales pitch they do.

Luckily, this week you're going to get some NEW ideas on how to impact your prospects and get them out of the rate-driven mindset.

Join this week's episode of the Heads Up Adviser Show - [SETTING THE HOOK: A Blueprint for the First Meeting] with John Sbrocco and Craig Lack.

Here's what we'll cover:

✔️ How to avoid information overload
✔️ Qualifying questions for the first meeting
✔️ Selling the future: moving from numbers to benefits
✔️ Financial planning & Self-Funded plans