sales training

All posts tagged sales training

Overcoming Prospect Indecision and Delays

by Tiffany Markarian

One of the many challenges financial advisors face is dealing with prospect indecision and delays. Despite the importance of financial planning, prospects often delay taking the next steps. In this article, we’ll delve into several reasons behind a prospect’s delay and how advisors can address these roadblocks effectively.

Read More
Tiffany MarkarianOvercoming Prospect Indecision and Delays

Storytelling in the Planning Process

by Tiffany Markarian

Whether you are a financial advisor trying to engage new clients or a recruiter trying to engage new advisors, storytelling in your initial planning meetings sets the tone for the relationship. But whose story are you telling?

Read More
Tiffany MarkarianStorytelling in the Planning Process

“Final Four” March Madness Marketing Strategies

by Tiffany Markarian

It’s March Madness and we are sharing the “Final Four” marketing strategies for financial advisors and insurance professionals  There are a plethora of marketing strategies and tools available, but when you try to execute them all, things can get haphazard. We are sharing the “Final Four” tactics that should be part of every effective marketing or business development plan.

Read More
Tiffany Markarian“Final Four” March Madness Marketing Strategies

The New Rules for Approaching Prospects

by Tiffany Markarian

Gear up everyone. There is a new set of rules for approaching prospects and clients. As we look back on this past year, it is clear the pandemic has left people fatigued, stressed, and frustrated. The ongoing disruption and losses have caused people to reflect on things. Prospects and clients are asking themselves, who is truly bringing value to my life? Who is helping me feel secure amidst all this chaos? Is the money I am spending to work with a financial professional delivering the outcomes and experience I want?

Read More
Tiffany MarkarianThe New Rules for Approaching Prospects