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| I. |
Using The Phone |
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The 6 things you need to do to succeed over the phone |
2 |
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Learn how to spot the 3 symptoms of call reluctance early |
3 |
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The 5 important steps to follow before writing your phone script |
4 |
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11 additional phone tips |
6 |
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The 11 most frequently used phone objections |
7 |
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Four examples |
8 |
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Send me a brochure first |
12 |
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The 5 ways to reduce telephone tag |
13 |
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How to leave the best messages with the secretary on voice mail |
14 |
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Summary |
16 |
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| II. |
Client Seminars |
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How to eliminate anxiety about speaking |
18 |
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21 speaking tips to follow |
19 |
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How to write the seminar invitation |
23 |
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Refreshments |
25 |
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The 9 ingredients to an ideal client seminar |
25 |
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How to do a client seminar with no expenses |
28 |
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7 different catchy titles for your seminar |
23 |
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Summary |
30 |
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| III. |
Overcoming Objections |
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Objections that prospects have been using for 30 years |
32 |
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How to uncover the objection |
33 |
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How to isolate that objection |
34 |
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How to address the objection |
35 |
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The "feel/felt/found" approach |
36 |
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Let me read the brochure first |
37 |
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I don't like the surrender charges |
38 |
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I never tie my money up for longer than a year |
39 |
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The safety objection |
40 |
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The average sale involves 3 objections |
42 |
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| IV. |
Overcoming Objections: Surrender Charges |
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Overview |
45 |
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A portrait on closing |
46 |
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Now close |
47 |
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As simple as 1, 2, 3 |
49 |
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The importance of diversification |
50 |
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The 4 things to do before any close will work |
51 |
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Trading Places |
52 |
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Summary |
53 |
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| V. |
Referrals |
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Overview |
55 |
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A referral attitude |
56 |
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The Referral Folder |
57 |
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For clients in management |
58 |
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The philosophy behind this referral approach |
59 |
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Join forces with a younger associate |
60 |
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The key to getting referrals |
60 |
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Proven referral-creating scripts |
61 |
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Telephone Script for Referral Appointment |
62 |
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Referral phone scripts |
63 |
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How to deal with the protective secretary |
64 |
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Additional referral strategies |
65 |
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How to get referrals from clients who are reluctant to give you referrals |
66 |
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How to get written testimonials from clients and prospects |
66 |
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In dollars and cents |
67 |
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Summary |
68 |
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| VI. |
Leads |
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Overview |
69 |
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Leads |
70 |
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Here are 3 proven steps to follow when contacting leads |
71 |
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Wrong Phone Approach |
72 |
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Correct Phone Approach |
72 |
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The Correct Script |
74 |
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Qualified Leads |
75 |
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Summary |
76 |
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| VII. |
Transitions |
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Overview |
77 |
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The IRA Market |
79 |
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Think About Your Money |
79 |
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| VIII. |
Mini Seminars |
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Overview |
81 |
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4 Principles |
82 |
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Converting a Prospect Into A Client |
83 |
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By The Way |
84 |
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Are Annuities Insured? |
85 |
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Why Surrender Charges |
86 |
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I Never Tie My Money Up |
87 |
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Initial Interest Rate |
88 |
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Liquidity |
89 |
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Finding Maturing CDs |
90 |
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One Question |
91 |
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I Don't Like Charges! |
92 |