Between Branches

Where can you look in your book of business for client who need and want Guaranteed Income? Paul Gauger details a recent client meeting where we were able to guarantee the client 30% more income for life with a Fixed Index Annuity versus their current Variable Annuity. Let us know if you have any of these opportunities in your book of business. --- Send in a voice message: http

So many times our clients and prospects come to us with "surface problems" or "surface needs".  But there's more below the surface, a deeper problem or greater need.  They aren't hiding it from you, they just might not even know what the real problem is.  So, how can you help them recognize a problem they might not even know exists? Paul Gauger shares 3 techniques to

First meeting with a prospect... YOU WANT TO IMPRESS THEM RIGHT? So you start the conversation talking about the number of years you've been in the business, and all the great products and services you have to offer. I'm sorry... but if you're doing that, you sound just like every other financial professional vying for their business. Potential clients aren't interested until they

Why is it that it's easier to buy a Big Mac, than it is to secure your financial future? Walk into any fast food restaurant and within 30 seconds you know everything that establishment has to offer.  They make it easy to buy. They make it simple. They put a menu right up on the wall.  Contrast that with any bank, big or small.  Have you ever seen a menu on the wall

With rates on the upswing, are you driving the conversation to give your clients the solutions they need.  Nick Bonds shares a simple, effective "back to basics" approach including... How do you start the conversation? What words should you avoid using? A timeless Yellow Pad Idea   --- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-smith60/messa

What can I be doing right now, that my competitors are not? An important question this time of year when some slow down and others are looking for an edge. Nick Bond shares practical ways to engage and connect with your clients, that you can put to use today. --- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-smith60/message

As the calendar year draws to a close, Don’t get caught napping after the Turkey Dinner - KEEP THE MOMENTUM GOING! Paul Kingsman lays out a strategy to push through to the end of the year, and into a successful 2022. --- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-smith60/message

Simple question "Are you concentrating on what you want to happen, or is your focus on what you don’t want to happen?" Paul Gauger shares an idea from Alabama Crimson Tide sports psychologist that will help you springboard into next year. HAVING THE RIGHT MINDSET NOW WILL BENEFIT YOU IN THE NEXT 12 MONTHS. --- Send in a voice message: https://podcasters.spotify.com/pod/show/jason

Every month, they come back into the bank and ask the same question... "What's your best rate?" And you know as soon as you tell them the rate... they're out the door and down the road to the next bank, asking the same question.  Nick Bond shares 3 simple responses that will stop them in their tracks, and help them understand why a deeper conversation is always more beneficial

"If you saw a $50 bill on the ground would you stop to pick it up?" Paul Gauger explains how asking your clients this simple question could spark their interest in a solution other than a bank CD.  October is CD Renewal Month, making right now the optimal time to get in front of as many CD clients as possible.  --- Send in a voice message: https://podcasters.spotify.com/p