Asking Clients For Referrals Is A Huge Key To Your Success in Selling Insurance!
Dear Friends: Are you asking insurance clients for referrals? If not, then why aren’t you asking your insurance clients for referrals? Referrals are a huge key to your outrageous success selling insurance!
I can’t overstate how important it is for you to ask for referrals every time you meet with your insurance clients. Asking your clients for referrals will make your insurance prospecting much easier and will save you a lot of marketing money.
Here is how to ask insurance clients for referrals… From our friend and coach Sandy Schussel!
Put Asking Clients For Referrals On Your Agenda!
Paul, an advisor in the Midwest, expressed frustration with his efforts to grow his practice by asking clients for insurance referrals.
“I ask them about people they know who could use my help,” he told us, “but it feels awkward, and then my clients get all awkward and put me off.”
“Who gets awkward first?” I asked him.
“Well, I guess I do,” was his response, “but it’s because I know they’re going to be uncomfortable.”
“Did it occur to you that maybe they get uncomfortable because you’re awkward, and your discomfort triggers theirs?” I asked.
“I never considered that,” he admitted.
So, I then went through the steps Paul could use to take the discomfort out of asking clients for insurance referrals:
Do You Have A Meeting Agenda?
Start your client meeting with an agenda. Include a discussion about friends, associates, and family members as the last agenda item. Don’t surprise clients with a sudden request to talk about this important subject at the end of an appointment. If they are going to be uncomfortable with this agenda item, let them tell you right at the beginning. So you can spend a few minutes discussing why this discussion would make them uncomfortable.
What you say could sound something like this… The last thing I’d like to talk about this evening is some of the people that you care about most. The people who probably should sit down with me to do this planning. I only have a couple of openings in my schedule. And I’d much rather work with someone you want me to see. Rather than someone whose name I took off a list somewhere. We’ll talk about some of the people you come up with. And, then if we think it makes sense, we will figure out the most comfortable way to arrange for an introduction!
How Do They Feel About Your Service?
Before asking your client for insurance referrals… Always ask about the value you’ve given them. Either on that particular appointment or in your professional relationship with them over time. Ask them what they got out of your meeting. What did they learn? And what do they get out of the relationship with you? After they respond to your general question, then ask them to tell you something specific they found particularly helpful. Then utter the magic question… “What else?” Keep getting feedback until they can’t think of anything else. And then direct them to the ideas that you wanted them to find helpful. And then ask them if they did find those ideas helpful. Did you find our discussion about protecting your family helpful? Was there one specific idea that you found particularly useful? What else? What else? How about when I explained ____?
Now, you can ask them about people they know who you could help in the same way. Remind them this was one of your agenda items and ask who came to mind. Mary, I’m glad you found the work we did here today so helpful. The last thing I promised you we’d do this evening is discuss some of the people you care about. People who might benefit from doing the same things. And then we can decide whether it would make sense to arrange an introduction. And how we would go about that. Who is the first person who came to mind?
“Speak with confidence!”
I told the group. If you don’t feel confident, then act as if you do. Paul admitted that part of his problem was that he had not practiced being firm, clear, and self-assured when he asked insurance clients for referrals.
Do you want to attract more clients? Do you want more success selling insurance? Then put asking clients for referrals on your insurance agenda! Talk to your clients about the people they care about.
Asking Clients For Referrals Is A Huge Key To Your Success in Selling Insurance!
Sandy Schussel
https://sandyschussel.com/
Sandy’s first book, The High Diving Board, deals with fear and how to overcome it. Then his second book, Become a Client Magnet, offers simple but powerful marketing, sales, and client-service strategies that work. Both books are available on his Website, as well as on Amazon and other online bookstores.
Ask Your Clients For Referrals Is A Huge Key To Your Success in Selling Insurance!
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What Should You Do Today To Have More Sales Success Selling Life Insurance And Annuities? Should You Learn How To Ask Insurance Clients For Referrals?
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*** Not Sure Where To Start… Asking Clients For Referrals, The Key To Your Success Selling Insurance! ***
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I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now.” Neal Merems – CA (34 years in the business)
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When Will Take Control Of Your Life – To Succeed In Selling Insurance!
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Remember, ‘Out Of Sight, Out Of Mind’ is a deadly mistake for advisors. Why would your clients, friends, family, neighbors, or prospects call you when they need your help? Or when they are ready to buy. Since they never hear from you, don’t remember you, or know how you help middle-income families! And, then why would they refer people to you?
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By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
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A huge key to finding and attracting exclusive prospects, setting better appointments, closing sales, increasing your income, and successfully selling life insurance. annuities and your services are and always will be getting the agent training to ask enough of the right sales questions! And ask insurance clients for referrals.
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
When Will You Learn How To Help Families – Get Out Of Debt And Save For The Future?
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Important Question… Are you in this insurance business to make sales? Or are you interested in helping middle-income families? Who do you think insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to make a real difference in people’s lives? The more personal insurance agent training, coaching, and sales support you get to learn how to successfully help middle-income families find the money… for a secure financial future. Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change!
What Will You Do To Have More Success Selling Insurance? Asking Client For Referrals Is A Huge Key To Your Success in Selling Insurance!
The Best Financial Advisor Insurance Marketing And Sales Training To Help Middle-Income Families!
How To Attract Qualified Life Insurance Prospects To You Using The Internet!
