Do Your Clients Really Trust You? The Best Insurance Sales Training Program for Agents And Advisors!

Weekly Marketing and Sales Tips... The Best Insurance Sales Training Program for Agents And Advisors! The Initial Client Fact-find Interview To Gain The Client's Trust!

5/13/2022 – What is the best insurance sales training program for agents and advisors? How do you gain your client’s complete trust to take your insurance sales to the top of the industry? It all starts with getting the insurance agent training you need to ask the right questions in the initial client fact-find interview!

The proof of whether or not you did a good initial client fact-find interview – do your clients really trust you? Ask most of the top agents and advisors if their clients trust them and they say, “Yes, of course!

Ask them how they define your Client’s Trust and it gets a little fuzzy. Sometimes we describe our client’s trust more by how they feel 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. The client’s trust is better judged by proof than by feelings. Have you 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.

When will you get the best insurance sales training program for agents and advisors? When will you get the best insurance agent training to learn how to do a great initial client fact-find interview, to gain your client’s complete trust? So you make it easy to take your insurance sales to the top of the industry!

How To Measure Your Client’s Trust

For the best agents and advisors with high standards, I offer you the following five criteria to measure your client’s trust in you!

1. You know where all their money is. If you’re still discovering assets months or even years into the client relationship, then the client is sending you a message. Are you listening?

I’m amazed by the number of agents and advisors who do not believe prospects will tell them where all their money is in the initial client fact-find interview. Because I know many agents and advisors who consistently get clients to disclose where all their assets are in the initial client fact-find interview. If they won’t tell you where all the money is in the first meeting, when will they tell you? When will they trust you? If you don’t believe people will tell you where all their assets are in the first client fact-find interview… Then what you are really saying is that you don’t know how to earn your client’s trust. Because if you had a strategy for earning the client’s trust. You would do that first in the first meeting, wouldn’t you?

2. The client does what you advise him to do with little – if any – convincing, persuading, or selling. This is not because they are ignorant or irresponsible. But it is because they trust you. The old-school insurance sales training programs for agents led us to believe that we had to make clever features-and-benefits presentations. Be a master objection handler! And be a smooth sales closer! But have you noticed that when people trust 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. Your best clients trust you and will follow your advice without you selling. And that is because you had the best insurance agent training and program to do a great initial client fact-find interview!

3. You get client referrals without asking for them. A good way to measure your client’s trust is by how many of their family and friends they refer 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… Then they will give you referrals without you asking for them. And they will always give you referrals when you do ask for them. Clients who trust you and are impressed with your work will do all of your prospecting and marketing for you. The way you get clients to be impressed with your work is to learn to help them to solve their problems. And how can you help them to solve their problem – if you don’t have the best insurance agent training and program to do a great initial client fact-find interview?

4. The client is more influenced by you than by others. 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 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. If people get your advice and then go to their “Brother-in-law” what are they telling you? Are you listening?

5. High-trust client relationships are just as strong in a bad market as it is in a good one. Your high-trust client relationships don’t expect you to predict the market, interest rates, or 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.

You can gain your client’s trust when you have the best insurance sales training program for agents and advisors! So you learn how to do a great initial client fact-find interview!

Summary of The Best Insurance Sales Training Program For Agents And Advisors!

Yes, it’s true: the clients that trust you will tell you where all their money is. They will follow all your advice. They do all your prospecting and marketing for you. And, they won’t listen to others! Plus, they won’t let events beyond your control diminish your working relationship. They sincerely value your advice and their relationship with you. This is proof of the client’s trust. Yes, these are high standards for measuring the client’s trust. Imagine what your life will be like when all your clients trust you.

As I stated at the beginning – The proof of a good initial client fact-find interview is do your clients trust you? The better you are at the client fact-finding interview, then the more trust your clients will have in you. Which will result in more sales, larger sales, fewer lapses, and more client referrals. Which will make your life easier and more rewarding!

He Is What Brandon Had To Say About Our Insurance Sales Training Program For Agents And Advisors!

Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF - TX (15 years in the business) Initial client fact-find interview!“I wish every agency and professional association would use your systems. While they are far from basic they do remind me how vital the basics are to my business and our industry. They reinforce the fact that questions, not products, help people to see you as an expert. The first time I used your two page presentation template I closed a 12K commission term conversion. After reviewing it the client literally said, let’s go with the second option that you proposed. That’s it! There was no closing, no cajoling and no begging. All the work was done during the first meeting. (initial client fact-find interview) Thanks for all your help and coaching and please know that I appreciate your commitment to our industry.” Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 years in the business)

Check Out Our Insurance Sales Training Program For Agents And Advisors!

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Trusted Advisor Success ProgramOur Trusted Advisor Success Program Life Insurance Sales Training Program For Agents And Advisors is about you learning to specialize in helping middle-income families find the money to… Live Debt Free And Truly Wealthy! It is about helping middle-income families to get all the cash-value life insurance they need to protect their families. While you help them to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)

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First, you will get the best marketing system and agent training program to find and attract your best life insurance sales leads/prospects. Then you will get the best scripts and the right questions to ask your prospects to set great life insurance sales appointments.

Next, you will get the best insurance fact-finding interview training to ask prospects the right questions 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!

Finally, you will get the best agent training to learn the best ways for you to present your solutions to close 9 out of 10 life insurance and annuity sales.

When you learn how to help families to find the money you will earn $100K, $200K, or more this year closing life insurance and annuity sales like the legends.

It is the best-specialized life insurance marketing, appointment setting, and sales training program for agents and advisors. So you learn how to find the money to close more and larger insurance sales!

It is the best life insurance marketing and sales system and training program for insurance agents and advisors to learn how to help middle-income families!

When Will You Get The Best Advanced Insurance Agent Marketing Tips, Tools, And Training Program You Need Specialize… To Find and Attract Your Best Insurance Prospects?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, 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 insurance prospects and set your best sales appointments! Because your ‘specialized marketing message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also get the best insurance marketing, sales training program, and support agents need 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 system and training program for agents),
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With Membership to Our Private Site at $29.95 per month after the first month,

When Will You Get The Best Insurance Sales Training Program For Agents And Advisors?

Robert Dupuis, Allstate Agency Owner, TX - Initial client fact-find interview!Lew, I recently purchased your Advanced Fact-Finding Video… I have been on two interviews so far and used the methods you described. It was surprising how the folks opened up. Not only were their defenses totally down, but they actually stated that they liked the low-pressure approach and questioning process to find out what their needs/concerns were… before they were asked to buy anything. In both cases, the customer actually told me what they were going to buy! By the way, I am going to recommend that you contact Allstate’s Financial Specialist Manager, so you can help them with their sales efforts. They have spent a ton of money on similar programs, but in my humble opinion, what you offer is much better. Feel free to drop my name.” Robert Dupuis, Allstate Agency Owner – TX

Will You Decide To Invest In The Best Insurance Sales Training Program For Agents And Advisors?


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It Is Up To You To Get The Best Insurance Sales Training Program For Agents And Advisors To Conduct A Great Initial Client Fact-Find Interview!

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Recommended By The Members Of The IARFC - The Best Insurance Sales Training Program for Agents And Advisors! The Initial Client Fact-find Interview To Gain The Client's Trust!

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