Episode 78 – My Product Picking Process
With hundreds of insurance companies and product choices for clients, how do you choose the right one in a world full of options? In this episode, Chad explains his process for picking the right product for each client and why he chooses solution selling over product pushing.
Episode 77 – Providing Safety in Market Storms
Every agent’s mission in this industry should be to protect their clients from financial storms. Having safety, security, and no risk to the market helps every client sleep at night, even in the storm! In this episode, Chad shares the importance of providing peace to every client by presenting the best options for their situation.
Episode 76 – Making the Most of Every Lead
Whether you’re catching a fish, hitting a golfball, or closing a good deal on a lead, you have to work hard and make the most of every opportunity. In this episode, Chad teaches how he makes his leads work for him and why coaching and mentorship help you close more deals.
Episode 75 – Getting Clients Off the Fence Part 2
Many clients ask questions like “when is the right time to move my money?” or “how can I be sure my money is safe?” As agents, what’s the right response? In this episode, Chad shares his strategies to get clients off the fence and how the response shouldn’t be fear-based but facts-based.
Episode 74 – Setting the Record Straight: Brokers and Annuities
Whether it’s the opinion of a broker or a commercial you see on TV, there are many skewed beliefs about annuities. Clients need what’s best for their situation, not another false idea about annuities. In this episode, Chad shares why annuities are truly a safe and secure option for a client’s retirement and why handling…
Episode 73 – Leads: A New Perspective
Many agents put their focus on lead sources rather than taking full advantage of the lead in front of them. Is it time to approach your leads from a different angle? In this episode, Chad shares how he sees leads and what he does to maximize and take full advantage of each one.