Best Sales Skills, Questioning, And Fact-Finding Training For Financial Advisors!

 fact-finding training to Help People To Solve Their Problems!

Dear Friends, Let’s keep this simple and get straight to the point. According to salary.com, the average Financial Advisor income in the United States is $92,020 as of April 24, 2024. The Financial Advisor’s income ranges between $51,593 and $132,447. Most financial advisors do not make big money, because the sales skills, questioning, and fact-finding training they get are on to sell their investment products (not insurance and annuities)… They do not get the financial advisor sales skills, questioning, and fact-finding training to help people solve ALL their financial concerns and problems! Accordingly, what are the best sales skills, questioning, and fact-finding training needed to be a successful financial advisor?

Do you want to be a very successful financial advisor? Do you want to earn $250k, $500k, or more? Then your job is to learn how to ask more and better questions to help people find the money to spend, save, invest, insure, and plan wisely for the future. It is how you will help your clients to be financially independent! Or, as we put it… so they can find the money to… Live Debt-Free and Truly Wealthy!

Families need your help identifying ALL the financial problems they face now and in the future! Only then will they WANT to set better priorities. Then people will want your help to find the money to solve their problems.

This means that you need the best sales skills, questioning, and fact-finding training for financial advisors. You need to help people find the money to get ALL of the insurance… annuities… and investments they will need right now! And what they will need for their future!

Being a successful financial advisor is more than just getting the sales skills, questioning, and fact-finding training to sell your investments. If you want to make big money, you need the best sales skills, questioning, and fact-finding training for financial advisors… to sell insurance, annuities, investments, and your services. You need to help people find the money to take action to solve ALL their problems.

Brian Tracy - Highly Recommends and Endorses The Life Insurance And Annuity Training From Insurance Pro Shop, Lew Nason, Jeremy Nason
Finally, Sales Skills, Questioning, And Fact-Finding Training For Financial Advisors To Help People Solve Their Problems! Endorsed By Over 40 Industry Experts And Legends!

Discover The Truth About Financial Advisors’ Sales Skills, Questioning, And Fact-Finding Training!

The unfortunate truth is most of the sales skills, questioning and fact-finding training that financial advisors get today is about selling investments. The sales skills and fact-finding training that financial advisors need is… questioning training to help people see and understand the problems they face now and in the future. Too many people are putting all their money at risk in the market! They have no safe money for when they need it.

Consider, how many of the families, you are working with, have too much debt. How many of them do not have enough life insurance or disability insurance to protect their family if something were to happen to them today? And, how many of them are on time to reach their retirement income goals?

Are they paying too much in income taxes? How many have the permanent life insurance and long-term care insurance they will need in retirement?

Would you like to help these people find the money to solve ALL their problems? Then it is time for you to get the sales skills and questioning training financial advisors (you) need to do great fact-finding! So, you can get people to talk about what they want for the family now… and in the future! And that financial advisor sales skills and fact-finding training are about learning to ask more of the right questions when you are with your clients.

Charlie'Tremendous' Jones - Highly Recommends and Endorses The Life Insurance And Annuity Training From Insurance Pro Shop, Lew Nason, Jeremy Nason
Finally, Sales Skills. Questioning, And Fact-Finding Training For Financial Advisors To Help People Solve Their Problems! Endorsed By Over 40 Industry Experts And Legends!

How To Find The Best Skills Sales, Questioning, And Fact-finding Training for Financial Advisors

You can learn how to ask more of the right questions, by trial and error. You can read sales skills and fact-finding training books on asking better questions. Or, you can find one of the sales skills, questioning, and fact-finding websites that offer generic training for financial advisors! However, would it make more sense for you to find people who have done it themselves? People who will provide you with the specific questions you should ask your clients. People who have been training successful insurance agents and financial advisors on sales skills, questioning, and fact-finding for over 4 decades?

We are one of the few financial advisor trainers, coaches, and mentos approved and recommended by the Million Dollar Round Table. We are the only financial advisor sales skills trainers, coaches, and mentors who are recommended by over 40 experts and legends in the financial services industry! And the only trainers, coaches, and mentors with written and video testimonials from over 500 agents and advisors.

Robert Dupuis 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 SystemsLew, I recently purchased your Advanced Fact Finding Videos… 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 Manger, 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 DupuisAllstate Agency Owner, TX

Tony Fillipone 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“I did it the hard way for 10 years (selling mortgage insurance) and most of your numbers were dead on for me. My average case size was just a little over $600. And I was struggling to earn between $40,000 to $50,000 just like you said. You guys had me up to $80,000 in about six months. And then $160,000 to $180,000 in about year 3 of working with you. I tell new agents about you every chance I get. I had to kiss a lot of frogs to find my prince. And you guys were it. 15 years later (with IPS) I’m still in the business and just had my best year ever. Let’s just say a strong six-figure year. To think I was ready to quit when I found you. I know I’ve thanked you before, but you guys really put me on a great path to success. And I can’t express my gratitude enough.” Antonio Filippone RFC, FMM – IL (24 years in the business)

Richard M.“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 an 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)

Mehdi - Highly Recommends and Endorses The Life Insurance And Annuity Sales Skills Training From Insurance Pro Shop, Lew Nason, Jeremy Nason
Finally, Sales Skills, Questioning, And Fact-Finding Training For Financial Advisors To Help People Solve Their Problems! Endorsed By Over 40 Industry Experts And Legends!

If you want to be a highly successful financial advisor, you will also want to check out our…

‘Turnkey’ Advanced Sales Skills, Questioning, and Fact-Find Training for Financial Advisors

Our sales skills training features proven questioning and fact-finding strategies from Top Financial Advisors! Industry Legends like Ben Feldman, Tom Wolf, John Savage, and Medhi Fakharzadeh. So, you will learn how to quickly double and triple your sales in the next few weeks! Because you will learn how you can help your clients to see they have a problem. So they will want to set better priorities and take immediate action. And the best part is you will learn how to do it all… without asking your clients to spend more money or change their lifestyle!

Here is what this financial advisor had to say about our sales skills, questioning, and fact-finding training videos! 

Insurance Pro Shop's Video Testimonial By: Bill Gibbons - Financial Advisor Sales Skills and fact-finding training to Help People To Solve Their Problems!

Our Advanced Insurance Sales Skills, Questioning, and Fact-Finding Training System, And Videos For Agents And Financial Advisors,
With 90 Days Of Personal Insurance Training, Coaching, And Sales Support To Help People Solve Their Problems!

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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 get the best consultative selling, insurance sales skills, probing questions, and fact-finding training for agents and financial advisors… With the coaching, tools, and back-end sales support you need to help middle-income families? So you can help families find the money to spend, save, invest, insure, and plan wisely for the future. So they can Live Debt Free And Truly Wealthy?”

Using our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit you will get 90 days of personal financial advisor training and coaching… with back-office sales support! All from a team training new and experienced insurance agents and financial advisors for over 40 to be Trusted Advisors helping middle-income families to want to solve their problems. It is the best insurance agent and financial advisor sales skills and fact-finding training… To guarantee you will earn $250k, $500k, or more per year selling life insurance, annuities, and investments! 

First, you will get the best sales training for agents and financial advisors to learn what to say (our proven prospecting scripts). And then the probing questions to ask your prospects… So you will set your very best insurance sales appointments.

Then you will get the best fact-finding training for financial advisors to show you the right sales questions to ask to help middle-income families… So they will identify and want to solve their problems. We will also show you how you can help middle-income families find the money! So that they can take action right now!

Then we will show you the best ways to present your solutions to your families. So you will close more and larger sales in the next 30 days! To successfully close 9 out of 10 insurance sales like the Legendary Financial Advisors! It is the best insurance agent and financial advisor sales skills, questioning, and fact-finding training to earn $250k, $500k, or more per year as a Trusted Advisor!

Includes… 90 Days of Personal Financial Advisor Success Training, Coaching, and Back-Office Sales Support Worth $2,097!
And also Membership to Our IPS Private Site at $39.95 per month after the first month,

When will you invest in the best Sales Skills, Questioning, And Fact-Finding Training For Financial Advisors? When Will You Learn To Help People To Solve Their Problems? So, you will double and triple your income to earn $250k, $500k, or more annually as a Trusted Advisor?


IPS Personalized Client Newsletters– Free Personalization

Do you want a stream of your ideal insurance clients and exclusive leads? Do you want to make it easier for you to set appointments and close sales? Then make sure that your name and special insurance marketing message of how you are helping middle-income families is out there! So you are always in front of your ideal prospects.

Your client newsletter is critical to staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals (exclusive leads) from your current clients. So it is a huge key to you being a successful insurance agent!

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 are helping middle-income families? And, then why would they refer people to you?


Fast Track Advisors' Guide To... 'Real Financial Planning' Guarantee Your Success Selling Insurance!

Fast Track Advisor Guide To… ‘Real Financial Planning’  Only $9.95
By Lewis Nason And Jeremy Nason

Whether you believe you are just an Insurance Agent, a Financial Advisor, or a Financial Planner… The truth is if we are helping people with their finances, then we are all financial planners. (Whether you are allowed to use that title or not) And, if you want to reach the ‘Highest Levels of Achievement’ in your financial services career, you must learn what Real Financial Planning is all about! Because it is not about you, your credentials, your products, investment returns, price, or the companies you represent.

The Insider Marketing and Sales Secret Is About You Getting The Financial Advisor Sales Skills and Fact-finding Training to Truly Help People… spend, save, invest, insure, and plan wisely for the future, to achieve financial independence. It is about you getting proven sales skills, questioning,  and fact-finding training for agents and financial advisors!  (43-Page insurance sales training E-book)  It is an immediate download… Order Here


TAST Boot Camp In A Box™ – Videos

Annuity And Life Insurance Marketing, Sales skills, Fact-finding Training, and Coaching For Successful Agents And Financial Advisors – Videos And Audio

Trusted Advisor Success TrainingLife Insurance and Annuity Marketing and Sales Skills, Fact-Finding Video Tips, Training, and Coaching for Agents and Financial Advisors! You Will Finally Learn How And Why The Legends Create A Steady Stream Of New, Repeat, and Referral Business! Industry Legends like Ben Feldman, Tom Wolf, John Savage, and Medhi Fakharzadeh. These videos are over 11 hours of the best life insurance and annuity marketing and sales skills, questioning, fact-finding success tips, video training, and coaching for agents and financial advisors to increase their sales and income. They are from our live Trusted Advisor Success Training Boot Camp! Watching these success videos you will double and then triple your insurance agent sales income in the next 30 days!

This insurance agent and financial advisor marketing, sales skills, questioning, and fact-finding success training and coaching are about you learning how to help middle-income families (clients) find the money to Live Debt-Free And Truly Wealthy! It is about you helping families (clients) find the money… to get all the cash-value life insurance they need to protect their families. While you help families (clients) find the money… To save for a tax-free retirement, save for college, create a family bank, and more! Using your cash-value IUL, whole life insurance, annuities, and investments! Immediate Access Online!

When will you decide to get the best Sales Skills, Questioning, And Fact-Finding Training For Insurance Agents and Financial Advisors?


Asking Your Insurance Clients Enough Questions - fact-finding training Finacial Advisor Sales Skills

Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95
By Lewis Nason And Jeremy Nason

One of the recurring topics we write about each week… and talk about every day is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in financial sales. Accordingly, advisors have asked us for a complete list of probing sales questions to use with their clients! As a result, we have compiled a list of all of our favorite sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions?  In this 24-page guide, you will find our goldmine of sales questions you should ask your clients to set appointments and close sales.  More Details! Immediate Download…  Order Now!

A huge key to insurance agent and financial advisor success to attracting the right prospects, setting better appointments, sales skills, fact-finding, closing sales, and increasing your income selling life insurance is and always will be getting the training to ask enough questions!


Help People To Solve Problems! Middle American Family's Guide To Living Debt-Free And Truly Wealthy! When Will You Read Our Full-Length Book? So You Learn How To Really Help Families!

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!


Important Question… Are you in this insurance business just to make sales? Or are you interested in helping 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 financial Advisor sales skills and fact-finding training, coaching, and sales support you get to learn how to help families… 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!

Get The Best Sales Skills, Questioning, And Fact-Finding Training For Financial Advisors. Help People Solve All Their Problems!

The benefits of financial Advisor sales skills, questioning, fact-finding training, coaching, and support are many! 80% of Financial Advisors who receive sales skills, questioning, and fact-finding with training, coaching, and support report increased self-confidence. The more confident you are in your ability to help people the more people will want your help. And the more successful you will be!

Are You A Real Financial Planner/Adviser?
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How To Become A ‘Successful’ Financial Adviser!

We Want To Help You Get The Life Insurance and Annuity Sales Training You Need To Take Your Financial Sales Career To The Top Of The Industry!

Recommended By The Members Of The IARFC - Best Fact-finding Training To Help People To Solve Their Problems!