Non Negotiables
Give atleast 1 reason why policies fail or lapse
1. Financial Strain
2. Unmet Expectations
Stacking responsibility with pleasure, stacking effort with fulfillment and making consistency sustainable are :
Stacking Habits Concept
If salesperson avoids hard conversations, preferred advisors:
1. Address risks upfront
2. Builds Trust Through honesty
Give atleast 2 Insurance Agents' Frogs (But not Alpine Agents' Frogs)
1. Content Creation (Branding)
2. Training
3. Client Reviews
4. Prospecting Calls
5. Follow-ups
Give atleast 1 difference between an agent and an advisor
1. Selling features vs. Building understanding
2. Short term sale vs. Long term relationship
Discipline + Simplicity + Reward + Accountability = Success
What formula is this?
Time Management Formula
What are the two parts of our service as financial advisors?
1. The good times
2. The bad times
In eliminating obstacles : Decision requires mental and emotional effort. What removes emotional debate and mental struggle?
Habit (Make it a Habit, Not a Decision)
Give atleast 1 of the two non negotiable conversations during appointment.
1. What if you don't pay discussion
2. When I leave discussion
A principle which suggests you to do your hardest and most avoided task first.
The "Eat The Frog" Principle