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| cold calling scripts for financial advisors: The SMART Sales System Michael Halper, 2020-02-27 The SMART Sales System is designed to increase your sales by helping you to improve the most powerful sales tool you have - the words you say when talking with prospects. SMART stands for Sales Messaging and Response Tactics and with that, the system provides clarity for what to say and do during every step of the sales process. The SMART Sales System is unlike all other sales training books and programs in that it is an actual system that you can implement that will tell you exactly what to do (and not do) and what to say (and not say) in all of the common sales prospecting situations you will find yourself in. It does this by providing sales scripts, email templates, questions to ask, objection responses, voicemail scripts, and more. Not only will implementing the system increase your sales, it will also make selling easier, less stressful, and more fun. |
| cold calling scripts for financial advisors: Hot Prospects Bill Good, 2008-08-12 Updates the principles in the author's Prospecting Your Way to Sales Success to counsel salespeople on how to identify good prospects in an area where telemarketing is prohibited, sharing strategies that incorporate modern media and technology. 35,000 first printing. |
| cold calling scripts for financial advisors: Successful Cold Call Selling Lee Boyan, 1989 For one of the fastest growing segments of the sales profession, this second edition is welcome. Offering hundreds of new ways to break the ice and complete a sale, it also gives classic tools from the first edition, proven by sales reps and managers. Ideal for new and veteran sales reps alike, here is the perfect primer for a tough, rewarding job.--The Wall Street Journal. |
| cold calling scripts for financial advisors: Power Phone Scripts Mike Brooks, 2017-06-26 Start closing sales like top producers! Have you ever found yourself at a loss for what to say when the gatekeeper asks you what your call is about? Have your palms ever sweated when the decision maker shuts you down with: “I wouldn’t be interested”? Has your heart taken a fast dive into your stomach when, at the start of your presentation, your prospect tells you that they’ve thought about it and are just going to pass? If you’re in sales, then the question isn’t “Have you ever felt this way?”, but rather, “How often do you feel this way? Are you finally ready to learn how to confidently and effectively overcome these objections, stalls, and blow-offs? If so, Power Phone Scripts was written for you! Unlike other books on sales that tell you what you should do (like build value – hard to do when the prospect is hanging up on you!), Power Phone Scripts provides word-for-word scripts, phrases, questions, and comebacks that you can use on your very next call. Learn to overcome resistance, get through to the decision maker, and then, once you have him or her on the phone, make an instant connection and earn the right to have a meaningful conversation. You’ll be equipped with proven questions, conversation starters, and techniques to learn whether or not they are even right for your product or service, and, if they aren’t, who else in their company or another department might be. Power Phone Scripts is the sales manual you’ve been looking for: over 500 proven, current, and non-salesy phrases, rebuttals, questions, and conversation openers that will instantly make you sound more confident – just like the top producing sales pros do right now. Gone will be your call reluctance; gone will be your fear of calling prospects back for presentations and demos; gone will be the fear of asking for the sale at the end of your pitch! This practical guide is filled with effective scripts for prospecting, emailing, voice mails, closes, and tons of rebuttals to recurring objections you get like: “It costs too much” “We already have a vendor for that” “I’m going to need to think about it” “I need to talk to the boss or committee” and so many others... More than just phone scripts, this book provides practical, comprehensive guidance that every inside sales rep needs. Conquer concerns, provide answers, motivate action, and be the conduit between your prospect’s problems and your solution. Actionable, fun, and designed to work within the current sales environment, this invaluable guide is your ticket to the top of the leader board. With Power Phone Scripts, you will never be at a loss of what to say to a prospect or client. Communication is everything in sales, and being on top of your game is no longer enough when top producers are playing a different game altogether. You cannot achieve winning stats if you're not even on the field. If you're ready to join the big league, Power Phone Scripts is the playbook you need to win at inside sales. |
| cold calling scripts for financial advisors: Smart Calling Art Sobczak, 2010-03-04 Praise for SMART CALLING Finally, a sales book that makes sense! As a master sales trainer, Art nailed—no, obliterated—the number one fear of selling in this great book: cold calling! Let him teach you to stop cold calling and start Smart Calling!—LARRY WINGET, television personality and New York Times bestselling author Smart Calling is the benchmark as the highest professional standard for effective cold calling. Take the initiative to read and implement Art's rational principles and you will sell much more and develop a prospect base of potential customers who will call you when they are ready to purchase or graciously take your future calls. This is THE BEST sales text I have read in the past twenty years.—REX CASWELL, PhD, VP, LexisNexis Telephone Sales You get only one chance to make the right impression in sales. If a top prospect gets a hundred calls a week, you want to be the one he remembers and buys from. Art's proven methods create a unique brand for you and position your offering as the best option. Art's advice isn't just smart, it's priceless.—BOB SILVY, VP, Corporate Marketing, American City Business Journals Smart Calling effectively enables inside sales reps and organizations to accomplish a top priority—acquiring new customers. Art's pragmatic and actionable techniques will increase productivity, success, and professional satisfaction.—BILL McALISTER, SVP, Inside Sales, McAfee A must-read, must-own book for anyone who wants to increase their sales right away with less effort and more fun. I'm so sure this book is a winner for anyone who needs to call prospects that I'll personally assure you that your results will increase noticeably after reading it, or I'll send you your money back.—MIKE FAITH, CEO & President, Headsets.com, Inc. If you need to make a first call to anyone, for whatever reason, this book is for you. More than common sense, it's a real-world, no-fluff, simple approach that anyone can use to be successful.—DARCI MAENPA, President, West Coast Chapter, American Teleservices Association; Director, Member Support, Toastmasters International |
| cold calling scripts for financial advisors: Financial Therapy Bradley T. Klontz, Sonya L. Britt, Kristy L. Archuleta, 2014-09-10 Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs (money scripts) that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy. |
| cold calling scripts for financial advisors: Fanatical Prospecting Jeb Blount, 2015-10-05 Ditch the failed sales tactics, fill your pipeline, and crush your number With over 500,000 copies sold Fanatical Prospecting gives salespeople, sales leaders, entrepreneurs, and executives a practical, eye-opening guide that clearly explains the why and how behind the most important activity in sales and business development—prospecting. The brutal fact is the number one reason for failure in sales is an empty pipe and the root cause of an empty pipeline is the failure to consistently prospect. By ignoring the muscle of prospecting, many otherwise competent salespeople and sales organizations consistently underperform. Step by step, Jeb Blount outlines his innovative approach to prospecting that works for real people, in the real world, with real prospects. Learn how to keep the pipeline full of qualified opportunities and avoid debilitating sales slumps by leveraging a balanced prospecting methodology across multiple prospecting channels. This book reveals the secrets, techniques, and tips of top earners. You’ll learn: Why the 30-Day Rule is critical for keeping the pipeline full Why understanding the Law of Replacement is the key to avoiding sales slumps How to leverage the Law of Familiarity to reduce prospecting friction and avoid rejection The 5 C’s of Social Selling and how to use them to get prospects to call you How to use the simple 5 Step Telephone Framework to get more appointments fast How to double call backs with a powerful voice mail technique How to leverage the powerful 4 Step Email Prospecting Framework to create emails that compel prospects to respond How to get text working for you with the 7 Step Text Message Prospecting Framework And there is so much more! Fanatical Prospecting is filled with the high-powered strategies, techniques, and tools you need to fill your pipeline with high quality opportunities. In the most comprehensive book ever written about sales prospecting, Jeb Blount reveals the real secret to improving sales productivity and growing your income fast. You’ll gain the power to blow through resistance and objections, gain more appointments, start more sales conversations, and close more sales. Break free from the fear and frustration that is holding you and your team back from effective and consistent prospecting. It's time to get off the feast or famine sales roller-coaster for good! |
| cold calling scripts for financial advisors: Take the Cold Out of Cold Calling Sam Richter, 2008 Presents advice on using Internet searching to perform successful telephone sales. |
| cold calling scripts for financial advisors: No More Cold Calling Joanne S. Black, 2007-04-01 A leading expert on referral selling outlines practical steps for managers on how to generate business productively and profitably, in a guide that outlines a five-step plan for encouraging customer loyalty, making effective presentations, and overcoming key obstacles. Reprint. |
| cold calling scripts for financial advisors: Lead Generation for the Complex Sale: Boost the Quality and Quantity of Leads to Increase Your ROI Brian Carroll, 2010-06-08 Lead Generation for the Complex Sale arms you with a sophisticated multimodal approach to generating highly profitable leads. Brian Carroll, CEO of InTouch Incorporated and expert in lead generation solutions, reveals key strategies that you can implement immediately to win new customers, accelerate growth, and improve your sales performance. You'll start by defining your ideal leads and targeting your ideal customer. Then, you'll construct your lead generation plan, a crucial step to staying ahead of your competition long-term. To help you put your plan into action, Carroll guides you step by step to: Align sales and marketing efforts to optimize the number of leads Use multiple lead generation vehicles, including e-mail, referrals, public relations, speaking events, webinars, and more Create value for the prospective customer throughout the buying process Manage a large group of leads without feeling overwhelmed Identify and prioritize your best prospects Increase the percentage of leads who become profitable customers Avoid lulls in the sales cycle With Lead Generation for the Complex Sale you'll learn how to target prospects early in the buying process and make the most efficient use of sales productivity and marketing resources. |
| cold calling scripts for financial advisors: High-Profit Prospecting Mark Hunter, CSP, 2016-09-16 Search engines and social media have changed how prospecting pipelines for salespeople are built today, but the vitality of the pipeline itself has not. The key to success for every salesperson is his pipeline of prospects. In High-Profit Prospecting, sales expert Mark Hunter shatters costly prospecting myths and eliminates confusion about what works today. Merging new strategies with proven practices that unfortunately many have given up (much to their demise), this must-have resource for salespeople in every industry will help you: Find better leads and qualify them quickly Trade cold calling for informed calling Tailor your timing and message Leave a great voicemail and craft a compelling email Use social media effectively Leverage referrals Get past gatekeepers and open new doors Top producers are still prospecting. However, buyers have evolved, therefore your prospecting needs to as well. For the salesperson, prospecting is still king. Take back control of your pipeline for success! |
| cold calling scripts for financial advisors: Modern Appointment Setting Gail Goodman, 2019-09 |
| cold calling scripts for financial advisors: The Ultimate Book of Phone Scripts Mike Brooks, 2010-11 [W]ith over 200 word for word, proven and up to date scripts ... [this book] will instantly make you more effective as you learn to breeze past gatekeepers, easily connect with decision makers and qualify and close more business over the phone--Page 4 of cover |
| cold calling scripts for financial advisors: Way of the Wolf Jordan Belfort, 2017-09-26 Persuasion: the ability to sell your product or service effectively; to close the deals, both in your business and your personal life; to stand out, be seen, and prove your case to the world; and in doing so create your greatest destiny possible. Belfort cracked the code on how to persuade anyone to do anything; now he is showing readers how to create their own circumstances to allow themselves to shape their world the way they want. -- adapted from jacket. |
| cold calling scripts for financial advisors: How to Sell Anything to Anybody Joe Girard, 2006-02-07 Joe Girard was an example of a young man with perseverance and determination. Joe began his working career as a shoeshine boy. He moved on to be a newsboy for the Detroit Free Press at nine years old, then a dishwasher, a delivery boy, stove assembler, and home building contractor. He was thrown out of high school, fired from more than forty jobs, and lasted only ninety-seven days in the U.S. Army. Some said that Joe was doomed for failure. He proved them wrong. When Joe started his job as a salesman with a Chevrolet agency in Eastpointe, Michigan, he finally found his niche. Before leaving Chevrolet, Joe sold enough cars to put him in the Guinness Book of World Records as 'the world's greatest salesman' for twelve consecutive years. Here, he shares his winning techniques in this step-by-step book, including how to: o Read a customer like a book and keep that customer for life o Convince people reluctant to buy by selling them the right way o Develop priceless information from a two-minute phone call o Make word-of-mouth your most successful tool Informative, entertaining, and inspiring, HOW TO SELL ANYTHING TO ANYBODY is a timeless classic and an indispensable tool for anyone new to the sales market. |
| cold calling scripts for financial advisors: How I Invest My Money Brian Portnoy, Joshua Brown, 2020-11-17 The world of investing normally sees experts telling us the 'right' way to manage our money. How often do these experts pull back the curtain and tell us how they invest their own money? Never. How I Invest My Money changes that. In this unprecedented collection, 25 financial experts share how they navigate markets with their own capital. In this honest rendering of how they invest, save, spend, give, and borrow, this group of portfolio managers, financial advisors, venture capitalists and other experts detail the 'how' and the 'why' of their investments. They share stories about their childhood, their families, the struggles they face and the aspirations they hold. Sometimes raw, always revealing, these stories detail the indelible relationship between our money and our values. Taken as a whole, these essays powerfully demonstrate that there is no single 'right' way to save, spend, and invest. We see a kaleidoscope of perspectives on stocks, bonds, real assets, funds, charity, and other means of achieving the life one desires. With engaging illustrations throughout by Carl Richards, How I Invest My Money inspires readers to think creatively about their financial decisions and how money figures in the broader quest for a contented life. With contributions from: Morgan Housel, Christine Benz, Brian Portnoy, Joshua Brown, Bob Seawright, Carolyn McClanahan, Tyrone Ross, Dasarte Yarnway, Nina O'Neal, Debbie Freeman, Shirl Penney, Ted Seides, Ashby Daniels, Blair duQuesnay, Leighann Miko, Perth Tolle, Josh Rogers, Jenny Harrington, Mike Underhill, Dan Egan, Howard Lindzon, Ryan Krueger, Lazetta Rainey Braxton, Rita Cheng, Alex Chalekian |
| cold calling scripts for financial advisors: The Mom Test Rob Fitzpatrick, 2013-10-09 The Mom Test is a quick, practical guide that will save you time, money, and heartbreak. They say you shouldn't ask your mom whether your business is a good idea, because she loves you and will lie to you. This is technically true, but it misses the point. You shouldn't ask anyone if your business is a good idea. It's a bad question and everyone will lie to you at least a little . As a matter of fact, it's not their responsibility to tell you the truth. It's your responsibility to find it and it's worth doing right . Talking to customers is one of the foundational skills of both Customer Development and Lean Startup. We all know we're supposed to do it, but nobody seems willing to admit that it's easy to screw up and hard to do right. This book is going to show you how customer conversations go wrong and how you can do better. |
| cold calling scripts for financial advisors: Get More Referrals Now!: The Four Cornerstones That Turn Business Relationships Into Gold Bill Cates, 2004-04-21 Sales legend Bill Cates uses his experience and expert knowledge to show sales professionals how to work smarter (not harder) by employing The Four Cornerstones of Referrals --relationship building and customer service, creating referral alliances and networks, prospecting, and targeting niche markets. Using Cates's easy-to-master referral-based selling techniques, readers: Work less and earn more by getting existing customers to work for them generating high-quality referrals Turn every business contact into a relationship and every relationship into a sales success story |
| cold calling scripts for financial advisors: Ask a Manager Alison Green, 2018-05-01 'I'm a HUGE fan of Alison Green's Ask a Manager column. This book is even better' Robert Sutton, author of The No Asshole Rule and The Asshole Survival Guide 'Ask A Manager is the book I wish I'd had in my desk drawer when I was starting out (or even, let's be honest, fifteen years in)' - Sarah Knight, New York Times bestselling author of The Life-Changing Magic of Not Giving a F*ck A witty, practical guide to navigating 200 difficult professional conversations Ten years as a workplace advice columnist has taught Alison Green that people avoid awkward conversations in the office because they don't know what to say. Thankfully, Alison does. In this incredibly helpful book, she takes on the tough discussions you may need to have during your career. You'll learn what to say when: · colleagues push their work on you - then take credit for it · you accidentally trash-talk someone in an email and hit 'reply all' · you're being micromanaged - or not being managed at all · your boss seems unhappy with your work · you got too drunk at the Christmas party With sharp, sage advice and candid letters from real-life readers, Ask a Manager will help you successfully navigate the stormy seas of office life. |
| cold calling scripts for financial advisors: Live It, Love It, Sell It Jules White, 2018-10 A book for anyone interested in succeeding at sales/selling either for their own business or working for an employer. It is written by entrepreneurs' sales coach and Dragon's Den winner, Jules White, with the benefit of over 30 years experience of working in sales. |
| cold calling scripts for financial advisors: The Entrepreneur's Guide to Customer Development Brant Cooper, Patrick Vlaskovits, 2010 Presents a framework for starting and building new businesses based on the authors' insight that most startups fail because they didn't develop their market. Based on Steve Blank's 2005 book 'The four steps to the Epiphany', this non-fiction novella aims to help readers to develop customer development. |
| cold calling scripts for financial advisors: Sourdough Culture Eric Pallant, 2021-09-14 Sourdough bread fueled the labor that built the Egyptian pyramids. The Roman Empire distributed free sourdough loaves to its citizens to maintain political stability. More recently, amidst the Covid-19 pandemic, sourdough bread baking became a global phenomenon as people contended with being confined to their homes and sought distractions from their fear, uncertainty, and grief. In Sourdough Culture, environmental science professor Eric Pallant shows how throughout history, sourdough bread baking has always been about survival. Sourdough Culture presents the history and rudimentary science of sourdough bread baking from its discovery more than six thousand years ago to its still-recent displacement by the innovation of dough-mixing machines and fast-acting yeast. Pallant traces the tradition of sourdough across continents, from its origins in the Middle East’s Fertile Crescent to Europe and then around the world. Pallant also explains how sourdough fed some of history’s most significant figures, such as Plato, Pliny the Elder, Louis Pasteur, Marie Antoinette, Martin Luther, and Antonie van Leeuwenhoek, and introduces the lesser-known—but equally important—individuals who relied on sourdough bread for sustenance: ancient Roman bakers, medieval housewives, Gold Rush miners, and the many, many others who have produced daily sourdough bread in anonymity. Each chapter of Sourdough Culture is accompanied by a selection from Pallant’s own favorite recipes, which span millennia and traverse continents, and highlight an array of approaches, traditions, and methods to sourdough bread baking. Sourdough Culture is a rich, informative, engaging read, especially for bakers—whether skilled or just beginners. More importantly, it tells the important and dynamic story of the bread that has fed the world. |
| cold calling scripts for financial advisors: Real Estate Prospecting Loren K. Keim, 2008 In the Real Estate industry, as in most sales professions, prospecting is a dirty word. Far too many people enter the field of Real Estate believing they can wait for the phone to ring and earn a great living. Unfortunately, many new agents set themselves up for failure by this approach to the business.A real estate professional¿s goal is to list and sell real estate. One of the primary keys to being successful is to identify those people who truly want or need to move, and find a way to meet with them. This concept of identifying and targeting likely buyers and sellers is called prospecting, and it is a process, not an event. |
| cold calling scripts for financial advisors: Lifescripts Stephen M. Pollan, 2009-01-12 What to say to get what you want in life's toughest situations Communicating bad news Dealing with problem people Mending damaged relationships Negotiating your wants and needs Standing up for yourself Whether you need to ask your boss to stop micromanaging, terminate a subordinate, confront a backstabbing peer, or cold call a potential client, Lifescripts gives you the most effective approach—and the actual words—to use. The bestselling guide to workplace success, Lifescripts has been completely revised and updated, taking a sharp new business focus and adding more than 50 scripts that help you prepare for difficult on-the-job conversations. Each of the 125 Lifescripts gives you a plan that leads to the desired result regardless of the obstacles thrown in your path. You get an icebreaker opener, a pitch, an answer to every question, and a defense for every attack. You'll also find strategic pointers on attitude, timing, preparation, and behavior. From dealing with human resources to closing a deal, Lifescripts provides a road map to navigate successfully through the most perplexing, problematic workplace dialogues you may face in the course of your business life. |
| cold calling scripts for financial advisors: Gathering Assets Nick Murray, 1995 |
| cold calling scripts for financial advisors: Sales Success (The Brian Tracy Success Library) Brian Tracy, 2015-01-07 The performance difference between the top salespeople in the world and the rest is smaller than you may think. Learn where you can elevate your game today and reach unprecedented new heights. Did you know that the 80/20 rule applies to the world of sales too? Eighty percent of all sales are made by only twenty percent of salespeople. How are they raking in so much money though, and how can others join them? Sales trainer extraordinaire Brian Tracy has spent years studying the world’s best salespeople and their methods to discover that the difference between the top 20 and the bottom 80 boils down to only a handful of critical areas in which the top professionals perform better than their peers. In this compact and convenient guide, Tracy shares 21 tried-and-true techniques that can help any salesperson gain that winning edge. In Sales Success, you will learn how to: Set and achieve clear goals Develop a sense of urgency and make every minute count Know your products inside and out Analyze your competition Find and quickly qualify prospects Understand the three keys to persuasion Overcome the six major objections, and much more! Packed with proven strategies and priceless insights, Sales Success will get you planted firmly on the path to success, making more money than you thought possible and greater career satisfaction than you ever believed you would find. |
| cold calling scripts for financial advisors: The Well-Fed Writer (Third Edition) Peter Bowerman, 2021-04 Third edition of a detailed how-to guide to starting and growing your own lucrative commercial writing practice-writing for corporations and creative agencies, and for hourly rates of $50-125+. |
| cold calling scripts for financial advisors: Unlock the Sales Game Ari Galper, 2015-04-15 Ari Galper's Unlock The Game is the greatest sales breakthrough in the last 20 years. Brian Tracy, Founder of Brian Tracy International Stop selling, start creating trust. If you flick through the pages of typical sales books and sales training material, you will find a constant flow of sales messages like, Focus on closing the sale, Overcome objections, Be relentless, Accept rejection as a normal part of selling, Use persuasion to get useful information about your prospects, and Chase the sale. In short, get the sale at the expense of the human relationship. For the customer, this approach is transparent and all too familiar. Crossing social boundaries and adding pressure to the sales process makes it a gut-wrenching and painful process. There is a much better way to succeed in selling - moving away from the hidden agenda of focusing on making the sale to a place of complete trust and authenticity. When you arrive at this place, it opens up a whole new world of sales opportunities for you and your business. In other words, when you stop selling and start building authentic relationships based on trust, authenticity and integrity, the possibilities are endless. Ari Galper, The World's #1 Authority on Trust-Based Selling, and founder of Unlock The Game, the most successful trust-based selling approach adopted by thousands of business owners and sales consultants worldwide, has dramatically changed the way millions of sales transactions are made today. In his new book Unlock The Sales Game, he directly challenges all the selling rules that are considered status quo thinking among most small and large businesses and provides a new and authentic sales mindset -- along with his very powerful trust-based languaging -- that is taking the sales world by storm. Here's a sampling of what you'll discover: Seven Ways to Cut Loose from Old Sales Thinking How to Sales Call Using Your Right Brain - So You Can Make Selling Enjoyable and Productive Seven Steps to Selling Follow-Up Seven Ways to Stop Chasing Decision Makers How to Recognise and Diffuse Hidden Pressures in Selling The Surprising Truth About Selling - Three Selling Myths and Why They Hurt You No More Selling Scripts? Five Ways to Be Yourself Again You are welcome to access our FREE 10-Part Audio Seminar Sales Secrets Even The Sales Guru's Don't Know! at www.UnlockTheGame.com/GuruSecrets a $300 Value. |
| cold calling scripts for financial advisors: Let's Get Real or Let's Not Play Mahan Khalsa, Randy Illig, 2008-10-30 The new way to transform a sales culture with clarity, authenticity, and emotional intelligence. Too often, the sales process is all about fear. Customers are afraid that they will be talked into making a mistake; salespeople dread being unable to close the deal and make their quotas. No one is happy. Mahan Khalsa and Randy Illig offer a better way. Salespeople, they argue, do best when they focus 100 percent on helping clients succeed. When customers are successful, both buyer and seller win. When they aren't, both lose. It's no longer sufficient to get clients to buy; a salesperson must also help the client reduce costs, increase revenues, and improve productivity, quality, and customer satisfaction. This book shares the unique FranklinCovey Sales Performance Group methodology that will help readers: · Start new business from scratch in a way both salespeople and clients can feel good about · Ask hard questions in a soft way · Close the deal by opening minds |
| cold calling scripts for financial advisors: The Lazy Realtor Wade Webb, 2014-06-19 Shift your real estate business into high gear, this REALTOR training book makes listing and selling property easy Learn lead generation, marketing strategy and tips, client prospecting, systems, formulas, scripts and more No more stumbling blindly trying to build a successful real estate business, follow Wade Webb's proven real estate success system and generate a great income while creating the lifestyle of your dreams Simply follow the field tested tactics in this realty handbook loaded with creative advertising and promotional ideas for the beginner and seasoned professional alike. Executive coaching for full time and part time REALTORS seeking effective tools and professional, business and life coaching backed with a solid business philosophy Real Estate Business Training to Build a Market Proof Successful Realty Empire The Lazy REALTOR by Wade Webb is built on universal, proven and tested business principles designed to inspire and educate you into reaching and surpassing your wildest dreams to build a successful real estate business and to enjoy the lifestyle that goes along with it. The Lazy Realtor goes into great detail on all the main components required to start, grow, and maintain a recession proof real estate empire. Learn about getting started, the learning curve, budgeting, goal setting, how to become an EXPERT Buyer & seller cycles, listing cycles, pricing psychology Databases & relationship lists, expanding your database Potential clients everywhere, multiplying leads, lead generation, cashing in on leads Glengarry style, sales and power prospecting methods Enter the World Wide Web, power of connecting, new Marketing IT Open House strategies Triggering emotions, features vs. benefits, psychology in sales Staging homes, selling sellers on staging Farming, direct mail, cold calling, warm calling Expired listings, for sale by owner, FSBOs Making listings more salable Managing your time, time blocking, breaking the realtor-phobia, selling yourself Showing luxury homes In buyers shoes, one house at a time, Exclusive Agent anyone?, helping owners with direct sales Winners never quit, quitters never win, discipline can go a long way, 3-Part Formula for Success Pricing strategies, connecting with your sellers, getting inside their head 22 solutions to kick-start your business (and yourself!) Insider's Tips 7 figure income for me? Specifications 6 x 9 (15.24 x 22.86 cm) Black & White on White paper 126 pages Wade Webb Real Estate Coaching Handbook for Seasoned Professionals and Dummies Alike Why stumble through your real estate career learning the hard way when you can learn from a master who has been there, done that and chiseled through all the trial and error for you? The last thing you want when trying to attain your financial and professional goals as a REALTOR is to waste days, months and even years spinning your wheels not to mention thousands of dollars on mis-spent advertising dollars and business expense... and let's not forget the potential lost income of doing it right the first time. Buy Wade Webb's The Lazy Realtor and Receive the Following All the rock solid real estate training mentioned above and much more Bonus training materials Bonus videos from Wade and marketing materials Product Guarantee - The ONLY Real Estate Coaching eBook Backed by a Lifetime Satisfaction Guarantee Order Now as You Risk Nothing With Our Guarantee. Buy 2 and Get One for a Friend? |
| cold calling scripts for financial advisors: Gym Launch Secrets Alex Hormozi, 2019-03-26 |
| cold calling scripts for financial advisors: Not Just A Living Mark Henricks, 2003-07-03 As people have come to yearn for more fulfilling and creative work, many are realizing their dreams by leaving the corporate life behind and creating businesses around the things they love. In Not Just a Living, Mark Henricks explores the genesis of this cultural and social phenomenon and offers a comprehensive approach for assessing your own potential, taking the plunge, and building a business that helps you fulfill both personal and professional aspirations. Combining the authority of firsthand experience, colorful and engaging stories from the front lines, and a variety of diagnostic and planning tools, Henricks shows you how to determine whether the entrepreneurial route is right for you, recognize opportunities, overcome obstacles, plan your course, and launch and sustain your business-whether it's a solo venture out of your garage or a multi-million-dollar enterprise. |
| cold calling scripts for financial advisors: Predictable Revenue: Turn Your Business Into a Sales Machine with the $100 Million Best Practices of Salesforce.com Aaron Ross, Marylou Tyler, 2020-09-08 Called The Sales Bible of Silicon Valley...discover the sales specialization system and outbound sales process that, in just a few years, helped add $100 million in recurring revenue to Salesforce.com, almost doubling their enterprise growth...with zero cold calls. This is NOT just another book about how to cold call or close deals. This is an entirely new kind of sales system for CEOs, entrepreneurs and sales VPs to help you build a sales machine. What does it take for your sales team to generate as many highly-qualified new leads as you want, create predictable revenue, and meet your financial goals without your constant focus and attention? Predictable Revenue has the answers! |
| cold calling scripts for financial advisors: The Challenger Sale Matthew Dixon, Brent Adamson, 2013 Shares the secret to sales success: don't just build relationships with customers. This title argues that classic relationship-building is the wrong approach. |
| cold calling scripts for financial advisors: Radical Relevance Bill Cates, 2019-09-30 Your Value Proposition is not your Elevator Pitch, Positioning Statement, or Unique Selling Proposition. Your Value Proposition is the sum total of all the value you bring to your prospects, clients, strategic partners, and even your employees. Your Value Proposition is the foundation of your business. No value proposition = No business! In today's world of marketing-message overload, the most effective way to grab someone's attention is through radically relevant and critically compelling messaging. Communicating a relevant and compelling value proposition has always been a critical part of winning new business. And your overwhelmed prospects and clients need and even expect your value proposition to be bullseye relevant and continually compelling. In Radical Relevance, Hall of Fame marketer and speaker Bill Cates, lays out your complete road map to discover, formulate, and communicate your value proposition in a way that will be irresistible to just the right prospects, compel them to follow your recommendations, and repel prospects who aren't a perfect fit. Remember: if you try to appeal to everyone, you run the risk of appealing to no one.It's time to take a stand with your value!It's time to get Radically Relevant! |
| cold calling scripts for financial advisors: 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire! Daniel C. Finley, 2011-12 101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time. |
| cold calling scripts for financial advisors: One Call Closing Claude Whitacre, 2013-12 The Ultimate Solution To Stop The Unending Follow Up Cycle Once And For All! Imagine Closing 80-90% Of Your Prospects On Your First Call... Without Call Backs Or Having To Negotiate Price. One Call Closing Reveals How To Do This. Have you ever had a prospect give you any of these objections? I want to think about it I need to talk to my lawyer/brother/spouse before I go ahead with this I can't afford it I can buy it cheaper at (your nasty competitor) We always sleep on it before we decide Are you tired of talking to prospects that won't ever buy, and string you along? Does It make you sick to tell your loved ones It's a number's game, I'll get the next one? That all ends now. Start Increasing You Sales by 200-500% The Insider's Guide To Closing Sales: Secrets Your Sales Manager Will Never Tell You And Probably Doesn't Know. You have been lied to by Sales Trainers and Sales Gurus. Stop listening to Sales Trainers that only close sales in their dreams. Stop reading sales books by authors who have never made a sale. Inside you'll discover: The closing myths sales trainers tell you that are hurting your sales How to prepare the customer to buy, even before they see you. The best way to discuss price, and when to bring it up. What not to tell prospects, that will guarantee they won't buy. You're doing it now. How to handle competition, and make it irrelevant When to answer objections. It's not what you've been taught. All the questions you need to ask for the customer to close themselves. And yes..... The Single Most Profitable Answer To Any Buying Objection You Will Hear.. Every method in the book is proven in the field. Everything taught has been used successfully in thousands of sales presentations. Everything you read here works. Most sales books are like digging a ton of dirt for a few nuggets of gold. If you seriously want to increase your sales, and make closing in one call a habit...You have just hit the Motherload. The Only Thing You Won't Be Able To Close...Is This Book |
| cold calling scripts for financial advisors: Authentic Selling Jeff Kirchick, 2020-12-11 Whether you realize it or not, every day you are selling something. You might not consider yourself a salesperson and you might slam the door shut on the guy who comes to your house offering a widget. But from interpersonal relationships to job interviews to riffing about politics with your friends, life is a series of interactions involving the timeless skills of salesmanship. We often associate salesmanship with phoniness - used car dealers, telemarketers, snake oil salesmen - but in this engaging and humorous debut, Jeffrey Kirchick, an up-and-coming voice in the world of sales leadership, argues that what's missing in salesmanship is what's missing in life generally: authenticity. With Artificial Intelligence and Machine learning threatening to render whole professions obsolete, authenticity matters more than ever - and not only to people who work in sales. And at a time when groupthink dominates our discourse, authenticity is needed more than ever. In this brisk and engaging work combining entrepreneurial advice, political commentary, and memoir, Kirchick turns conventional business wisdom on its head, explaining why the customer is not always right, why being weird is good, and how being a failure can be admirable. |
| cold calling scripts for financial advisors: The Pocket Guide to Sales for Financial Advisors Beverly D. Flaxington, 2014-10 Selling is as old as civilization itself. Put in the simplest of terms, selling is the exchange of goods and services for something of value. To financial advisors, however, the sale is often seen in a negative light, and many cringe at the word sell. Interestingly, the same advisors who shy away from the concept of selling are often those who find themselves selling every single day! Sometimes they're even participating in the selling process multiple times throughout the day--and they may not realize it. Asking for client referrals, developing strategic alliances, seeking and talking with new prospects are all obvious parts of the selling process, but selling happens every time you remind a client why it's a good choice to do business with you, too. The fact is that most CFAs(R), CFPs(R), CPAs, and other professionals did not obtain these titles because deep down they really wanted to be in sales. Most times, their interests tend more toward data, analysis, and more solitary orientations. Selling is probably the last thing those who entered these fields were thinking of doing. They may not have considered the people aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy. It's time to recognize selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you--or someone on your team--need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner. |
| cold calling scripts for financial advisors: Prospecting Your Way to Sales Success Bill Good, 1986 For over a decade, Bill Good's guide to increasing new business by finding prospective customers who are more likely to say yes has been a direct-sales bible. Now completely revised and updated to cover e-mail, fax communication, and the Internet, it is the most valuable tool a salesperson can own. Anyone who does any prospecting or selling by phone -- from securities, insurance, and real-estate brokers to fund-raisers, suppliers, and bankers -- knows the frustrations and rejections inherent in cold calling. In this book, the president of Bill Good Marketing shares his expert techniques for creating successful prospecting campaigns. Dismissing as time-wasting and demoralizing old school methods with their don't-believe-a-customer-who-says-no philosophy, Good helps salespeople generate a plan of attack for finding good prospects (cherries) while quickly screening out unqualified, uninterested customers (pits). He walks the reader through all of the variables of effective sales prospecting, including developing phone scripts and letters, searching the Internet for leads, and knowing how and when to close the deal. Complete with tips on motivation, time-management, and recordkeeping, and a special section on troubleshooting common problems, this new edition of Prospecting Your Way to Sales Success will remain the industry bible for years to come. |
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