How To Be A Successful And Trusted Financial Advisor… Master The Fact-finding, Questioning, and Listening Skills!

IPS Success Tips... To Be A Successful Financial Advisor Master Your Client Fact-finding, Questioning, and Listening Skills!

Do you want to be a Successful and Trusted Financial Advisor? Then you will want to master client fact-finding, questioning, and listening skills! Because how can you help your clients if you don’t know what’s most important to them? And, what they want! The more that people see that you are there to help them then the more they will want to work with you! And the better you will feel about what you do! And the more money you will earn!

Being a Successful and Trusted Financial Advisor involves much more than just helping clients to invest their money. A Successful and Trusted Financial Advisor helps middle-income families to find the money to spend, save, invest, insure, and plan wisely for the future! So that they can Live Debt Free and Truly Wealthy!

Note:  We are all financial advisors no matter what products we sell!

Ask The Right Questions - Master The Client Fact-finding, Questioning, and Listening Skills!

We all advise people, to help them with their finances. Whether we sell investments, annuities, life insurance, homeowners Insurance, LTC, etc.

All of our clients want help to be successful. So that they can live a comfortable life. They all want to have financial freedom, drive a nice car, and live in a beautiful house. However, although success can be achieved it takes discipline and a lot of hard work to make it happen.

Being a Successful and Trusted Financial Advisor is no exception. If you want to be a successful and trusted financial advisor, then it requires constant study and hard work to learn the marketing and prospecting basics of your profession. Then you will want to learn the best client fact-finding, questioning, and listening skills! And studying never stops. You also have to study the best ways for you to help clients. Because everything in the world is always changing.

Above all, you will need to master client fact-finding, questioning, and listening skills! You will need to work hard at understanding what your clients really need and want. Many times, your clients do not know what they need and want! So, you need to ask the right questions to help clients discover it for themselves.

Our 40-plus years in this industry, have shown us that these client fact-finding, questioning, and listening skills are far more important than any other skills – even marketing and prospecting!

Do you want to help clients to enhance their lives, then being a Successful and Trusted Financial Advisor is a dream come true.

Here Is What These Successful And Trusted Financial Advisors Had To Say About Our Training!

Joe Mardesich - UT (30+ Years In Financial Services) To Be A Successful Financial Advisor Master Your Client Fact-finding, Questioning, and Listening Skills!“Your (insurance sales skills) training has affected the way I sell health insurance. After listening to your training, I went from doing a one-call close on health insurance to doing a fact-finder first. I now start off every new call by saying, “I know we’re here to talk about health insurance, but is there anything, in particular, you wanted to talk about?” I then ask them questions like, “What’s got you in the market for health insurance right now? What do you want your health insurance to do for you? Why is that important?” Etc. I’m finding that closing is 5 times easier than it was before I was doing a fact-finder – not because I’m selling anything different than before. It’s because the clients feel like they’ve been heard and somebody cared.”  Joe Mardesich – UT (30+ Years In Financial Services)

Richard M. Highly Recommends Our Life Insurance and Annuity Agent Training Programs, Our Sales Skills and Advanced Fact-finding Training and Our specialized Insurance Marketing and Sales Systems“Dear Lew; As you are aware I have been in the industry for 39 years and am a consistent MDRT ‘Top of the Table’ qualifier. I have spoken at MDRT, and at several major companies top producer meetings. In 2000, I went from being a Agency Development General Agent to a Personal Producer. The transition was challenging, but it worked. The one thing I lost along the way was the focus on life insurance sales.”

“I tried several refresher programs, and was able to modestly upgrade life production. Then I found your company. Eventually, I purchased several of your programs, including Found Money Management™ and How to Close 9 out of 10 ™. The material is excellent and I have spent many hours reviewing it. This year our life production is up almost 100% over last year and I believe it will double again. Thanks for your personal consulting time and the programs and most of all your sincere belief in the good work you and your company are doing.” Richard M. CLU, ChFC, RFC, CEP (39 years in business)

Where Do You Start… To Become A Successful And Trusted Financial Advisor?

How successful you will be as a financial advisor depends on how much people trust you. And that depends on how much you develop your questioning, listening, and client fact-finding skills!

How To Close 9 Out Of 10 Insurance Sales - Asking Prospects The Right Questions! So You Set Better Appointments and Close Larger Sales!When will you learn the best consultative selling, questioning, listening, and client fact-finding skills, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for the future. So they can Live Debt Free And Truly Wealthy?”

Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent sales training, coaching, and mentoring… with back-office sales support! All from a team that has been training new and experienced insurance agents and advisors for over 40 on the questioning, listening, and client fact-finding skills to help middle-income families to want to solve their problems. So you will earn $250K or more per year selling insurance! 

First, we will show you what to say (the basic insurance prospecting script) and the probing questions to ask your prospects… So you will set your best insurance sales appointments.

Then we will show you the right questions to ask to help middle-income families identify and want to solve their problems.

We will also show you how you can help middle-income families to find the money! So that they can take action right now!

Then we will show you the best ways for you to present your solutions to your families. So that you will close more and larger life insurance and annuity sales in the next 30 days! To be successful in closing 9 out of 10 insurance sales like the legendary trusted financial advisors! To earn $250K or more per year!

Includes Membership to Our Private Site at $29.95 per month after the first month,
And 90 Days of Personal Agent Training, Coaching, Mentoring, and Back-end Sales Support Worth $2,097!

Successful and Trusted Financial Advisors Always Put Their Clients Needs Above Themselves!

Remember, the most successful and trusted financial advisors out there are voracious learners. They start each day reading. Then they take time each day to practice their client’s fact-finding, questioning, and listening skills.

When will you get the tools, training, and support you need to be a successful and trusted financial advisor? So you will master client fact-finding, questioning, and listening skills! So, you will double and triple your sales this year?


Are You Asking Your Insurance Clients Enough Questions? Only $29.95

Fast Track Advisor Guide… Are You Asking Your Clients Enough Questions? Only $29.95

One of the topics we write about and talk about every day is how and why to ask your clients the best insurance sales questions. And then why do you need to ask your clients enough questions? That is because asking your clients questions is one of, if not the biggest key to your success selling insurance. As a result. agents have asked us for a complete list of questions to use with their clients! So we have put together a list of all of our favorite questions. And we put them all into our limited edition e-book… Are You Asking Enough Questions? Inside this 24-page guide, you will find our goldmine of questions that you should ask your clients. More Details! Immediate Download…  Only $ 29.95


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families!

Living Debt Free And Truly Wealthy - To Be A Successful Financial Advisor Master Your Client Fact-finding, Questioning, and Listening Skills!

Middle American Family’s Guide To: Living Debt-Free And Truly Wealthy!

We urge you to take the time to read our 20 Chapter book… ‘Middle American Family’s Guide To Living Debt Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy!” As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


Master Client Fact-finding, Questioning, and Listening Skills To Be A Successful and Trusted Financial Advisor!

Are You Trying To Solve The Prospects Insurance Needs Too Soon?

How To Be A Successful Financial Advisor! Do More Than Sell Investments!

Free Consult - Best Training For Helping 9 Out Of 10 Insurance Agents and Financial Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - Life Insurance and Annuity Marketing and Sales Systems For Agents and Advisors!

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