closing

insurance-loading

How To Present Adverse Insurance Decisions

March 16, 2022

That sinking feeling you get when an insurer comes back with terms and you have to present an adverse insurance decision…basically telling the client that actually, they are a higher risk of something bad happening….it…

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YOUR need will kill the sale

July 12, 2021

I think it has always been true, but it is more true than ever: a needy adviser is a major turn off to potential clients. YOUR need will a sale. Sometimes, perhaps too many times,…

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telephone track closing

How to close out the phone call to get your desired action

March 31, 2021

Bringing the phone call to a close successfully, and achieving your initial objective, is the ultimate point of a structured telephone track. It is the end goal. There is just a little bit of thought…

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trial closing

Lost Sales Skills? Trial Closing Techniques Are Still Very Useful

April 1, 2020

Trial closing techniques from the world of sales are still very useful for modern professionals wanting to figure out whether their prospective client is getting onboard with the advice or not. Nobody likes to be…

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