Knowledge Check

Non Negotiables

1

Give atleast 1 reason why policies fail or lapse

1. Financial Strain
2. Unmet Expectations

2

If salesperson avoids hard conversations, preferred advisors:

1. Address risks upfront
2. Builds Trust Through honesty

3

Give atleast 1 difference between an agent and an advisor

1. Selling features vs. Building understanding
2. Short term sale vs. Long term relationship

4

What are the two parts of our service as financial advisors?

1. The good times
2. The bad times 

5

Give atleast 1 of the two non negotiable conversations during appointment.

1. What if you don't pay discussion
2. When I leave discussion

Daily Habits

1

Stacking responsibility with pleasure, stacking effort with fulfillment and making consistency sustainable are : 

Stacking Habits Concept

2

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

3

Discipline + Simplicity + Reward + Accountability = Success


What formula is this?  

Time Management Formula

4

In eliminating obstacles : Decision requires mental and emotional effort. What removes emotional debate and mental struggle?

Habit (Make it a Habit, Not a Decision)

5

A principle which suggests you to do your hardest and most avoided task first.

The "Eat The Frog" Principle