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In This Issue...
September 8, 2015
Feature Article -
Your Ultimate Success Is Based Upon You Building
High-Trust Client Relationships!
Improve your attitude -
Our
Circumstances Reflects Our True Beliefs!
Become Their Trusted
Advisor -
What
Are You Doing To Get Known By The People In Your Local
Community?
Coaches Corner -
Choose to make time for you to better your
practice!
Do You Have A Friend Or Associate
Who Might Benefit From This 'Career Changing' Information? Why Not Forward
This Newsletter To
Them?
Or... Take A
Minute To Fill Out This
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our free gift... "21KeysToOpenReferrals.pdf" |
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What
Do The Top Producers Know That You Don't... |
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Your Ultimate Success Is Based Upon You Building High-Trust
Client Relationships!
Dear ~Contact.FirstName~,
If you ask most financial
professionals if they have great relationships with their
clients, they'll say, "Yes, of course!"
However, if you ask them
how they define a great client relationship, it gets a little
fuzzy. Most of the time they will describe their client
relationships more by how they feel, rather than by tangible
evidence. "We have rapport." "I like them and they like me."
"We have been doing business for many years, so we must have a
good relationship." "They own three products I recommended."
Much like a good golf shot
is more effectively measured by where the ball lands than by how
the shot feels, great client relationships are better judged by
proof, rather than by feelings. If you have ever hit a golf shot
that felt really good, but the ball didn't go where you wanted
it to go, then you know what I mean.

For the discriminating
financial professional, with high standards, I offer the
following five criteria for measuring great client
relationships.
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Do you know where
all their money is? If you're still discovering assets
months or even years into the client relationship, the
client is sending you a message. Are you listening? I'm
amazed by the number of financial professionals who do not
believe prospects will tell them where all their money is in
the first interview. Especially, because I know many
financial professionals who consistently get clients to
bring all their documents and fully disclose where all their
assets are in the first interview. If they won't tell you
where all the money is in the first meeting, when will they
tell you? That's right, when they trust you. So, if
you don't believe people will tell you where all their
assets are in the first interview, then what you are really
saying is that you don't know how to deliberately earn their
trust. (Because if
you had a strategy for deliberately earning their trust you
would do that first thing in the first meeting, wouldn't
you?)
-
Does your client do
what you advise them to do with little - if any -
convincing, persuading or selling? This is not because
they are ignorant or irresponsible, but because they trust
you. The old-school lessons we learned in typical sales
training led us to believe that we had to make clever
features-and-benefits presentations, be a master
objection-handler and a smooth closer. But, have you noticed
that when you are trusted, you don't need anything you
learned in sales training? The harder you have to sell, the
more you know that this person doesn't trust you enough to
follow your advice. Great clients follow your advice without
you selling.
-
Are your clients
referring people to you? A good way to measure what your
clients think of you is by how many of their family, friends
and colleagues they introduce you to. You can make all the
excuses in the world, but the truth is, if your clients
really trust you and
are impressed with your work, they will give
you referrals - frequently unsolicited and always when you
ask for them. Clients who trust you and are impressed with
your work will do all of your prospecting and marketing for
you.
-
Are your clients
more
influenced by you, than by all other outside sources?
Clients who question your advice (or lack of it) based on
what they read in magazines and newspapers, see on TV, hear
on the radio, or input they get from friends and relatives
are sending you a message. Are you listening? Clients who
believe you are their trusted advisor are not swayed by
outside influences.
-
Are your high-trust
client relationships just as strong in a bad market as in a
good one? Your high-trust client relationships don't
expect you to predict the market, interest rates, world
economics, or all the other things you both know you have no
control over. No client is happy when performance isn't
good, but your great clients don't blame you. Your
relationship is based on helping them make smart financial
choices and being their coach to consistently execute the
sound financial fundamentals that lead to financial success.

Yes, it's true: your best
client relationships have told the whole truth about where all
their money is. They do what you tell them to do. They refer
people to you without you asking! They are more influenced by
you than anything or anybody else! They don't let events you
cannot control diminish your working relationship. They
sincerely value your advice and their relationship with you.
This is the proof of great client relationships. Yes, these are
high standards for measuring client relationships. Imagine what
your life will be like when all your clients live up to them!
Don't be a salesperson,
be a trusted advisor.
So, how do you become
their trusted advisor and build high-trust client relationships?
It starts by you constantly delivering a special message, in
everything you do, of
how you are helping people to solve their financial problems.
Then it's about asking the right questions, during the
fact-finding process, to help people recognize that you are
there to help them, and not there just to make a sale.
________________________
FREE Download...
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"The Reason So Many Advisors
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__________________________
Jeremy and Lew
Nason
Trainers, Coaches & Mentors
'The 9 Out Of 10
Guys'
__________________
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New... Just Released
Our Email Newsletter
For Your Clients, Family, Friends and
Prospects
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Have you been putting off sending a monthly, hard copy
newsletter to everyone you know, because of the time involved, along with
the cost of
printing and the
postage cost of hundreds of dollars each month?
Well, we have great news for you... Now there is a simple,
low-cost way for you to stay in front of
your clients, family, friends and prospects, so you become the 'Trusted
Advisor' and 'Expert' that people want to see - and they will
come to you.
After much experimentation, we have developed a professional,
monthly
e-newsletter that you can email to everyone you know... and
unlike sending it as an attachment to your email - this newsletter will get
read!
We will do it all for you... free personalization,
with your picture, by-line, contact info and more. Then we will email it to
you, so you can forward the
e-newsletter to your entire data base
for free.
Yes, it is that simple!
And, this
e-newsletter will work with any email
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Plus, we will even host each
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And, best of all we will do it for you, for only $89.95
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Isn't It Time For You To STOP Losing The
Easy Sales ...From Your Clients & The People You Know?
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Updates For Our
Member's Only Private Site Insurance Marketing and Sales Resource Center™ |
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2015 Facts about Retirement Decisions:
A timely data summary from the LIMRA Secure
Retirement Institute to help our members plan, respond, and react…
with insights about retirement consumers and their advisor
relationships.
Tax Implications on Disability Insurance
A short powerpoint on the different tax situations of
disability insurance.
Annuity Basics PPT
A powerpoint going over all of the specifics of
annuities.
_______
Are you satisfied with the
number of referrals you are getting from your clients, friends,
family and businesses. Did you know there is a complete
'Referred Lead' section in the
Insurance Marketing and Sales Resource Center™?
Did you know that the best way to stay in
front of
your clients, friends,
family, neighbors and prospects
is with a
monthly
personalized
client newsletter? Note:
You can get a free
monthly NON-personalized
client newsletter as a member of the Insurance
Marketing and Sales Resource Center™.
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It’s A
Shame For You To Struggle Finding
Prospects & Closing Sales, When Our Members Do It So Easily!
(At only $25 per month can you
afford to pass this up?) |
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Improve Your
Attitude And Change Your World |
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Our Circumstances
Reflects Our True Beliefs
By
Earl Nightingale

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Success
Story |
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"I
thank God for Lew's vision, and how he has groomed his son's for
a family legacy. The Insurance Pro Shop (IPS) is a game
changer for anyone who wants to do this business correctly, and
help families achieve their financial goals and dreams. IPS
empowered me with the tools and resources, and my younger
cousin's life, family, and finances have been changed forever!
God's blessing is on the guidance you teach and the wisdom you
give. Thank You, Lew and Jeremy!"
Andrew L. Brown
- IL
___________________
Not sure
we can help, or if our services are right for you... Don’t Wait...
Call us Toll Free to schedule a No Obligation,
Free 15 Minute Consultation
with Lew or Jeremy.
Toll Free In US 877-297-4608 / Direct
Line 770-443-2852
(M-F, 9AM-5PM, EST) |
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You Can Double and Triple Your Appointments and Sales,
By
Learning To Ask The Right Questions!
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We Even Offer Affordable Payment Plans To Get You Going Today!
Order today and we will
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How To Close 9
Out of 10 video system for an investment of only $98.00 a
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This is the in-depth annuity and
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Now With 3 Months Of One-on-One
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How To Become The Most
'Trusted
Advisor' In Your Local Community! |
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What Are You
Doing To Get Known By The People In Your Local
Community?
Would you agree that the more
people know about you and the services you provide, the easy it
will be to set appointments and close sales?
Would you also agree that
it is much easier to become well known in a small community,
verses a big city?
Now would you agree that
the people in your local community have the same basic financial
concerns as people across the country?
So, if you really
want to make it easier for you to earn $100,000, $200,0000 or more per year,
then it all starts by recognizing
there are literally thousands of middle income families, right in your
local community, that need the life insurance products and financial
services you offer.
Consider, according to recent
LIMRA studies, nearly one third (30 percent) of American Families
believe they need more life insurance, and more than 2 in 5 (43 percent)
say they would feel a financial impact within 6 months if the primary
wage earner died.
Now consider, according to
Retirement Confidence Surveys, a sizable percentage of workers say they
have virtually no money in savings and investments. 57 percent of
workers report that the total value of their household’s savings and
investments is less than $25,000. This includes 28 percent who say they
have less than $1,000 in savings.
Additionally, in recent
Congressional testimony… it was stated that 45 percent of Americans have
saved exactly nothing -- zero, zip, nada -- toward retirement. The
median retirement account balance is only $3,000 for working age
households and only $12,000 for households approaching retirement.
Aren’t they talking about your
friends, family and neighbors? Aren’t they talking about local families who
need your help?

What are you doing to help
the families in your community to get to know you and see you as their trusted
advisor, so they will come to you and ask for your help?
Have you set up a
company website on Facebook, Twitter, etc.? (It Is Free) Are you letting
your friends, family, clients and prospects know about your
social media page? Do
you post information and articles on your page, etc.?
Are you offering free reports and a
monthly e-newsletter to increase your
credibility?
Are you offering workshops
or seminars?
Are you a member of a
church or association? Do the members know about how you are
helping people? Does your church or association have a website
or a page on Facebook or Twitter? Are you a friend? Do you post
information and articles to their site, etc.?
Do they have a member's news section?
Are you a member of the
Chamber of Commerce? Are you listed on their website? Are
you offering workshops or seminars? Do you have your events
listed on their calendar?
Do they have a member's
news section?
Does you town or local
community have a website? Are you listed?
Are you offering workshops
or seminars? Do you have your events listed on their calendar?
Do they have a member's news section?
Are you sending out a
monthly newsletter
or
e-newsletter to everyone you know in your community and
your neighbors?
Are you offering a free
report in everything you do, so people in you community will
begin to see you as an expert?
Are you offering an
educational workshop or seminar for organizations in your local area?
Have you established any
joint ventures with local business? Can you offer to
advertize them in your newsletter, in return for them
advertizing you? Can you get them to invite their clients to one
of your events?
These are just a few of
the ways you can dramatically grow your business.
Remember, you are running
a business and you need to get known in your community, just
like every other business, if you want to survive and prosper!
Jeremy and Lew
Nason
Trainers, Coaches & Mentors
'The 9 Out Of 10
Guys' |
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It's Taken
Us Over 30 Years of Testing and
Refining to Make All of This Possible... and Affordable!
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This proven Turnkey
Found Money Management™
Life Insurance Sales Tool Kit
is about you helping
the families
in your local community to see and understand the financial problems they are
facing now and in the future. It's
about you helping these families to want to set better financial
priorities, so they want
to 'find
the money' to protect their family, fund their retirement, or save for college and
more
...using
the same strategies found in Missed Fortune, Circle of Wealth, LEAP, Infinite
Banking, Tax Free Retirement, etc.
In fact our system contains two dynamic 'Living Debt Free and Truly Wealthy' PowerPoint presentations.
One with
'Properly Using
Home Equity'
and one with 'Creating Your Own Bank'
that you can use with individual clients or in
workshops. We also have 'Living Debt Free and Truly Wealthy' booklets based on
'Properly Using Home
Equity' and on 'Creating Your Own
Bank' that you can use to help people to see you as the expert, to get
them to want to meet
with you. And, we have simple sales presentations based on those
concepts to help you to consistently close more and much larger life
insurance sales.

We Even Offer Affordable Payment Plans To Get You Going Today!
You can get off to a quick
start and take your sales to the next level for an investment of only $99.00 a
month for 12 months. Order today and we will immediately send you the proven
Found Money Management™
Life Insurance Sales Tool Kit!
We ship within 48 hours of the initial payment.
Plus, 3
Months of Personal One-on-One Coaching
(not group coaching)
This is the in-depth
annuity & life insurance marketing, prospecting and sales training, with personal
coaching and mentoring that you expected, but did not get from your
Company or IMO!
 |
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Coaching Corner |
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Choose to make time for you, to better your
practice
By Sandy Schussel
I received this letter recently from a real
estate broker:
Dear Sandy,
Perhaps you can do an article on finding time to
make appointments with yourself and your loved ones, that is,
the ones who aren’t too busy? When and why did this happen? We
have more “time savers” than ever before, but there is no need
to look for storage for this ‘saved’ time. On the contrary, we
could use one more day added to our present 7-day week.
Perhaps that could be our personal day. I am
feeling very stressed and my patience is stretched to the limit,
which I know is affecting my work. I know I’m not the only one
who feels this way …
Annette

Here’s how I answered her:
Annette,
While my focus is on helping salespeople and
professionals make more money, the time issue is one that comes
up often in my work. But it’s largely a made-up issue. I’m
hoping this never happens, but what if you needed to take one
day off each week for some medical treatment like dialysis or to
spend it with someone you really cared about that was seriously
ill? Would you be able to do all your work the rest of the week
and still take that day off? Most people say they’d find a way,
and that yes, if forced to, they could do it.
So it’s not impossibility that keeps us from
taking a day off to recharge our batteries, it’s a choice we’re
making. And most of us make the wrong choice. Our best ideas
come from slowing down and taking time to think. Our greatest
bursts of energy and productivity come after we’ve taken some
time away from what we end up calling the daily grind. (It
shouldn’t be a grind; it should be a joy — and one of the
reasons it’s not is that we don’t step away from it enough.)
Start with scheduling a half-day a week to do
whatever you like: Get that massage, have lunch and dinner with
friends. Don’t answer your calls; make some alternate
arrangement. Tell me how that feels after a month. I know it’s
counter-intuitive, but you’ll eventually start making more money
by taking structured time off than you do now by working around
the clock … If you run your own schedule, you don’t need an
extra day — you need to make the decision to take time for
yourself. Try it as soon as possible, and tell me what you think
afterwards.
Sandy
______________
 |
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The Ultimate Annuity
Sales System |
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This
Annuity Sales
Excellence™
Tool Kit
contains everything you need to be successful
selling annuities, including our '5 Financial Challenges' PowerPoint presentation
that you can use with individual clients or in workshops. This
dynamic presentation addresses the five biggest challenges for
retirees, and how annuities can help them...
-
Will we outlive our retirement savings?
-
Will our retirement dollars keep pace
with inflation?
-
Will we need to pay for long-term care?
-
Will there be anything left for loved
ones?
-
Will taxation on social security erode
our income?
-
Plus, How To
Reap The Upside of The Market, While
Minimizing The Downside Risk
Plus, you will receive
a complete step-by-step booklet system to help get prospects
to see you as the expert and their savior, so they will
want to meet with you. Includes 3
proven information booklets.
"Survival
In A Volatile Market"
Addresses the problems of what to do
about preventing losses, or recouping
losses from the stock market. Sells fixed, indexed or variable annuities!
"Retirees Guide To A Worry Free Retirement"
Addresses the
senior’s concerns about 'Outliving
Their Income!'
Sells the annuity ‘Split Funding’ concept.
"10 Secrets Your Banker Doesn’t Want You To Know"
Quickly help your clients to understand the advantages of
turning CDs into Annuities.
And, we have simple sales presentations based on those
concepts to help you to consistently close more and much larger annuity sales.
And that is just the beginning.

We Even Offer Affordable Payment Plans To Get You Going Today!
You can get off to a quick
start and take your sales to the next level for an investment of only $99.00 a
month for 12 months. Order today and we will immediately send you the proven
Annuity Sales
Excellence™
Tool Kit!
We ship within 48 hours of the initial payment.
Plus, 3
Months of Personal One-on-One Coaching
(not group coaching)
This is the in-depth
annuity & life insurance marketing, prospecting and sales training, with personal
coaching and mentoring that you expected, but did not get from your
Company or IMO! |
|
Are You A Member Of ProducersWeb?
If you want the latest
information, from the foremost experts in the industry,
to take your career to the next level, then become a member.
It's Free!
Follow
Rodney Ballance,
Sandy Schussel,
Paul Mallet,
Jeremy Nason and
Lew Nason! |
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Copyright 2015, Insurance Pro Shop, All
Rights Reserved All guest articles copyright their respective authors
www.insuranceproshop.com
Insurance Pro Shop,
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/ Direct Line 770-443-2852
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