Dear Future Financial Planner,
How would you like a ready-to-use list of 30 proven prospecting concepts? All you'd need to do is implement them. Sounds good, doesn't it?
Are you aware that a staggering 85% of advisors are ill-equipped to tackle the unique challenges of Q4, especially in today's environment of elevated interest rates? Clients are increasingly adopting a "wait and see" stance, making this year's landscape particularly tricky.
Earlier this year, I hosted a live class to discuss the emerging trends in insurance sales for 2023. Over 10,000 advisors invested their time to attend this class and experiment with the strategies I presented. I’m glad to hear that many of you are seeing results in 2023, despite it being one of the toughest years I’ve experienced in my 22 years of insurance history.
Now, many advisors have asked me if I could share what are my plans and course of action for Quarter 4 this year because unlike past years, they are feeling lost especially post- post-pandemic has resulted in rising interest rates while some countries are facing economical changes.
“This leaves many feeling directionless.”
The current high-interest rate environment has introduced a new set of hurdles. Clients are more cautious about financial commitments, and our tried-and-true sales tactics are falling short. These rates affect not just investment yields but also drive up insurance premiums, causing clients to question the immediate need for coverage.
Side Note:
If 2023 has felt like a rollercoaster, hang tight—the ride isn't over yet. Q4 offers a golden opportunity to make a significant impact on your sales figures if you execute it correctly.
This year, Final Sprint Prospecting 2023 is pivoting. Instead of focusing solely on closing deals, we're focusing on client acquisition and initiating impactful conversations that underscore the importance of insurance. To provide advisors with ample time to adapt, we're hosting this session earlier than in previous years, on October 11th.
I'm delighted to announce that we'll be joined by top advisors from various niches, who will share their unique Q4 prospecting strategies. This will arm you with a diverse set of tools to tackle the final stretch of 2023 effectively.
Prospecting is often the most daunting part of our job. Whether it's initiating conversations, articulating the value of insurance without coming across as pushy, or simply knowing what to say—these challenges are universal. Final Sprint Prospecting 2023 is designed to equip you with the strategies to conquer these obstacles.
The seminar will focus on actionable, implementable strategies. I aim to share the latest insurance ideas that you can immediately put into action, especially as we navigate the complexities of high-interest rates and client hesitancy.
If you're looking for “Save Your Time 3 Hours Workshop” to update your Q4 strategies and find out what you’re missing out, I invite you to join me and my mentees, along with our special guest advisors, at Final Sprint Prospecting 2023.
Note:
All information shared is exclusively for financial advisors. If you're not an advisor, please do not join this session.
The goal of this seminar is to showcase what top advisors are doing in Q4 of 2023. Hopefully, you'll pick up valuable sales ideas, implement them, and see transformative results.