What is your client’s relationship with MONEY? Understanding their mindset, behavior, and relationship with money will help you know the right questions to ask potential clients! In this episode, we’re joined by financial services expert and Senior Vice President of Lenox Advisors, Abbe Large.
Abbe pulls back the curtain on common mistakes producers make by not taking the time to understand their potential clients relationship with money. Tune in for how to open up the conversation of money and why having a plan through life insurance is crucial for your clients. It all comes back to what we preach here on the podcast - build trust, ask questions, and build genuine relationships with your clients! That's how you win!
HIGHLIGHTS
02:15 Why is talking about money so taboo and how do you open up the conversation with your clients?
04:30 What are the common answers clients give you about their relationship with money?
07:00 The exact questions Abbe leads with to open up the conversation about money.
14:00 Ways to build trust and have an organic sales process.
23:15 How are you advising clients who are taking care of their children and elderly parents simultaneously?
30:00 How can we connect with you and learn more about your financial services?
RESOURCES + LINKS
Watch the full episode on YouTube HERE
Join our 6 Figure Life Insurance Producer Course
Build your insurance business with our proven system - Weavers Sales Academy
Order my book -
Game Changer: Taking Your Insurance Agency To The Next by Michael Weaver
Text BUZZ to (816) 727-7610 to connect directly with us and share your favorites from the episode or learn more about upcoming events and challenges happening in our industry
FOLLOW
Abbe: @abbelarge
Lennox Advisors: https://www.lenoxadvisors.com/
Michael + Courtney: @mandcweaver
Michael Weaver: @_michealweaver
Courtney Weaver: @courtneyvie
YouTube: Michael and Courtney Weaver
Join Thousands of Insurance Agency Owners and Build Your Business - With our Proven System Responsible for over 200 million in Insurance Sales!
What is your client’s relationship with MONEY? Understanding their mindset, behavior, and relationship with money will help you know the right questions to ask potential clients! In this episode, we’re joined by financial services expert and Senior Vice President of Lenox Advisors, Abbe Large.
Abbe pulls back the curtain on common mistakes producers make by not taking the time to understand their potential clients relationship with money. Tune in for how to open up the conversation of money and why having a plan through life insurance is crucial for your clients. It all comes back to what we preach here on the podcast - build trust, ask questions, and build genuine relationships with your clients! That's how you win!
HIGHLIGHTS
02:15 Why is talking about money so taboo and how do you open up the conversation with your clients?
04:30 What are the common answers clients give you about their relationship with money?
07:00 The exact questions Abbe leads with to open up the conversation about money.
14:00 Ways to build trust and have an organic sales process.
23:15 How are you advising clients who are taking care of their children and elderly parents simultaneously?
30:00 How can we connect with you and learn more about your financial services?
RESOURCES + LINKS
Watch the full episode on YouTube HERE
Join our 6 Figure Life Insurance Producer Course
Build your insurance business with our proven system - Weavers Sales Academy
Order my book -
Game Changer: Taking Your Insurance Agency To The Next by Michael Weaver
Text BUZZ to (816) 727-7610 to connect directly with us and share your favorites from the episode or learn more about upcoming events and challenges happening in our industry
FOLLOW
Abbe: @abbelarge
Lennox Advisors: https://www.lenoxadvisors.com/
Michael + Courtney: @mandcweaver
Michael Weaver: @_michealweaver
Courtney Weaver: @courtneyvie
YouTube: Michael and Courtney Weaver
Join Thousands of Insurance Agency Owners and Build Your Business - With our Proven System Responsible for over 200 million in Insurance Sales!