Lots of challenges today. We are, as you already know, dealing with something that hasn’t affected America for decades. It is definitely creating a challenge for our business. But, it is also creating new opportunities. So, how about a few tips from a veteran that has been through other "significant challenges?"
Keep doing something. It is hard to hit a moving target. Pick up the phone, call your clients, check in and see how they are doing. Give them a review of their “Safe Money Products.” Ask them how their kids are doing. Ask for permission to call their kids to let them know that the products their parents have with you are working just like you “guaranteed.”
Ask them about the rest of their portfolio, and ask if they would like to review and explore opportunities.
Ask them if they have friends that could benefit from a 15 minute phone appointment to let them know how you have protected their assets. Ask them to drop their friends an email, or call them to expect your call. Email the new prospects, introduce yourself and tell them that you will be calling them. They all have the time and the interest.
Prepare a webcast, Go To Meeting, ZOOM or other product to do a virtual work shop with your clients, ask them to invite others, remind them of what you do, how your products work and after the short 15 minute presentations, invite them to go to your calendar and book a phone appointment.
Write a letter, send a card to your clients and wish them all good health and encourage them to stay safe. Also, invite them to call you if they would like to check up.
Bottom line… you have the time, it is the right thing to do, it will pay dividends. And you can also be viewed as… a different experience
Keep doing something. It is hard to hit a moving target. Pick up the phone, call your clients, check in and see how they are doing. Give them a review of their “Safe Money Products.” Ask them how their kids are doing. Ask for permission to call their kids to let them know that the products their parents have with you are working just like you “guaranteed.”
Ask them about the rest of their portfolio, and ask if they would like to review and explore opportunities.
Ask them if they have friends that could benefit from a 15 minute phone appointment to let them know how you have protected their assets. Ask them to drop their friends an email, or call them to expect your call. Email the new prospects, introduce yourself and tell them that you will be calling them. They all have the time and the interest.
Prepare a webcast, Go To Meeting, ZOOM or other product to do a virtual work shop with your clients, ask them to invite others, remind them of what you do, how your products work and after the short 15 minute presentations, invite them to go to your calendar and book a phone appointment.
Write a letter, send a card to your clients and wish them all good health and encourage them to stay safe. Also, invite them to call you if they would like to check up.
Bottom line… you have the time, it is the right thing to do, it will pay dividends. And you can also be viewed as… a different experience
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