Joint Work
What is the purpose of Joint work?
What is leveraging expertise and knowledge from your partners
What is the purpose of the approach?
What is to explain NM's process to potential clients
What is the purpose and desired outcome for a phone call?
What is to provide value and set a meeting
What are the 4 Pittsburgh offices?
What are Downtown, South Hills, Cranberry, and Monroeville
What are 3 controllables within the internship?
What is showing up on time, dials, and attitude
What is a market that Ryan Hornickel works with?
What are military/veterans, engineers, sales professionals, CRNA's, and young families
What are the 4 best practices of phoning?
What is practice the language, call during standard time, make phoning time sacred, and track telephoning in CRM
How many objections do we work through?
What is 3
What year was NM founded?
What is 1857
What was Chase Thomas' "why" to financial planning?
What is to fulfill his father's legacy and explain the importance of financial planning
What leader used to race cars?
Who is Jack Genovese
What piece of language do you start the meeting off with?
The approach.
During your meetings, what should you be taking notes on?
Phrases and language your joint work partner is using.
Where is NM's home office located?
What is Milwaukee
What managing director spoke about factfinding?
Who is Ryan McKenna
What is a best practice when scheduling joint work?
What is matching ideal markets, relying on mentors, email introductions, proactively seeking, etc.
What are the 6 steps of prospecting?
What is
1. getting the affirmative
2. feeding the names or give categories
3. Quality
4. Ask, "who else?"
5. Pinpoint
6. Double step ahead
What does 10-3-1 mean?
For every 10 referrals (QS's), 3 people are going to take a full fact finder, and 1 is going to become a client.
What does it mean to be a mutual company?
Owned by policy holders not stockholders
What is the difference between term and whole life?
What is term life expires and whole life doesn't
What should you put in a joint work email?
What is name, date/time, location, occupation, approx. income, and any additional notes that may be helpful
How would you handle the objection: "I'm already working with an advisor"
What is "That's great. With somebody at your stature, I would be shocked if you weren't working with someone already. We tend to do things differently in our process that I'd love to share. I find having a second pair of professional eyes on your plan is always beneficial."
What are the 4 steps in our planning process?
Fact Finder, Education Session, Plan Implementation, Plan Review
What year and college did Kevin Miller do the internship?
What is 1990 and Saint Francis University
What are the key 7 facts needed in a factfinder?
what is first name, last name, birthdate, state, assets, liabilities, and income