The Main Keys To Financial Advisor Success – Selling Insurance And Annuities!

IPS Weekly Sales Success Tips - The Main Keys To Financial Advisor Success - Selling Insurance And Annuities!

01/19/2022 – It is a new year. What are your plans for the year? How much do you want to make selling insurance and annuities? What will you do differently this year? Would it help if you could learn the keys to success as a financial advisor… From a team, for over 40 years, has helped financial advisors to be a success?

Here is a financial advisor success story, with advice from our friend Sandy Schussel!

Persistence Means Trying MORE Than Once… The Keys To Financial Advisor Success!

Peter is a top financial advisor with annual earnings approaching seven figures. He is a consummate professional devoted to his target market: the Average American who wants the advice usually reserved for so-called high-net-worth clients.

There is nothing about Peter that suggests “salesman”. His look is “regular guy”. He dresses as his target market might hope for him to dress: in an off-the-rack blazer and slacks. Sometimes spiffed up with a very conservative tie. He drives his Altima to appointments. And keeps his Mercedes in his garage for weekend outings with his wife. He talks with authority, but plainly, and with only gentle urging for them to do the right thing. He helps clients make important life decisions over coffee and cake.

I once asked Peter to visit a workshop I was running for young financial advisors so that he could share his words of wisdom about his success.

“How have you become so successful?” one starry-eyed financial advisor asked him.

Peter’s instant, one-word response was: “Persistence.”

“I know it sounds too simple,” he elaborated, “But that’s it.”

“I’m not smarter than anyone else, I just persist. I had the same problems you were having in the beginning. If you’re doing the right activities, you just can’t give up when things aren’t going right. Each person you talk with has connections to other people who could use your help, and if you treat them right, they’ll want those people to work with you, too. You can’t give up just because you have setbacks.”

Similarly, Calvin Coolidge is attributed with having said:

“Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful people with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan ‘press on’ has solved and always will solve the problems of the human race.”

The Main Keys To Financial Advisor Success!

Last year, I worked briefly with Ken, helping him to grow his practice.

His target market was small businesses, and among the potential marketing strategies, I suggested he could use to get more clients would be for him to host seminars.

“I tried seminars awhile ago,” he told me, “And they just don’t seem to work for me.”

“Well… How many times did you try them?” I asked him.

“Just once,” he responded, “And it was terrible.”

“And you never tried again?” I asked.

“No… Why would I?” he responded.

Like Ken, most of us give up on a solid plan or strategy way too soon. Choose a path you believe will work and try it several times–hundreds of times if necessary. If you do seminars, choose to do at least a few. So you learn as you go what works and what won’t. If your target requires you to “cold call” other businesses as part of your marketing mix, then plan on a certain number of calls every day for several weeks. Again gauging what works and what won’t. If it isn’t working, then try to figure out why, tweak it, and try again. Once you find something that works well, make it part of your regular activities–a system. If you can’t make a certain activity work, then move on to something else.

I love to help people get what they want by holding them accountable to stick to the financial advisor success strategies they are willing to try… that means, more than once. In more than one great effort, I encourage you to keep REACHING… Sandy Schussell

Summary Of Financial Advisor Success Keys!

Persistence is a big key to success as a financial advisor. But, there are other keys to Peter’s success as a financial advisor you might have picked up on. He is devoted to his target market: the Average American! He does not try to impress people, he is a regular guy. And, he talks with authority, but plainly! If you speak at a sixth-grade level then even college professors will understand you! Then he gently urges them to do the right thing… no high-pressure tactics! One other thing that made Peter a success as a financial advisor… he has a coach.

If you are not satisfied with where you are right now, then what will you do about it? Do you want to have more success as a financial advisor selling insurance and annuities? 

When Will You Get The Best Training, Coaching, And Support To Sell More Insurance and Annuities?

Do you want more financial advisor success selling insurance and annuities? Then persistence is a huge key. As Sandy says it is trying something more than once. It is gauging what works and what doesn’t. Then trying to figure out why to tweak it, and try again.

Your success as a financial advisor selling insurance and annuities is about you learning the best ways to help average people. Then learning how to attract the people you can help… to you!

Do you want to guarantee your success as a financial advisor?

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Check out our Trusted Advisor Success Program! Because you will get 90 days of personal life insurance agent and financial advisor success training, and coaching… with back-office sales support! All from a team of life insurance marketing and sales coaches that have been training agents and financial advisors for over 40 years to be a success in helping middle-income families find the money So you will earn $250k or more per year selling life insurance and annuities!

You will get the best agent and financial advisor marketing success training to find and attract your best life insurance sales leads/prospects. So you will set great sales appointments.

Then you will get the best insurance agent and financial advisor sales success training to show you how to help middle-income families see and want to solve their immediate money problems. We will also show you how you can help middle-income families find the money so that they can buy life insurance right now!

Then you will get the best agent and financial advisor success training to learn the best ways for you to present your solutions to your clients and prospects… To close 9 out of 10 life insurance sales. So that you will earn $250K, or more this year selling life insurance and annuities like the Legends.

It is the best-specialized life insurance marketing and sales success system, training, coaching, and support for agents and financial advisors to learn how to help middle-income families!

When Will You Get The Best Life Insurance Marketing, Training, Coaching, and Support You Need Specialize… 

Inside our Trusted Advisor Success Program, you will find all the best life insurance marketing plans, sales strategies, and ideas laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the tools, scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone will be all about how you help middle-income families find the money to Live Debt Free and Truly Wealthy!

INCLUDES… The best life insurance marketing, agent sales success training, coaching, and support for financial advisors! It is everything you need to find the money to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help middle-income families – not just the wealthy!

Includes… Our Found Money Management™ Tool Kit (Life insurance marketing and sales success training system),
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training Program And Videos,
And Includes… Membership to Our Private Site at $39.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent and Financial Advisor Success Training, Coaching, and Back-office Sales Support Worth $2,097!

When will you get the best sales training for insurance agents and financial advisors to guarantee your success? When will you learn how to really help people? So you will be a success selling insurance and annuities like the Legendary Financial Advisors?


When Will You Learn How To Help Families? So You Will Make More Money Selling Insurance and Annuities! 

Living Debt Free And Truly WealthyMiddle American Family’s Guide To: Living Debt Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA

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, by the end of the book, you will understand our philosophies, concepts, and techniques. 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… And so they will have a secure financial future! Only $18.97… PDF, Immediate Download, ORDER Now!


The Best Sales Training For Insurance Agents And Financial Advisors To Guarantee Your Success In Selling Insurance And Annuities! 

How to get your family and friends to help you… Grow Your Insurance Sales!

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Recommended By The Members Of The IARFC - The Main Keys To Financial Advisor Success - Selling Insurance And Annuities!

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