How CFPs can Have Business – and Life – Changing LTD Client Conversations – Part 2 Lessons from 5 Years and 1000s of Failed Conversations And the Change to Three Years of Success January 7, 2022 | Written by Samuel Newland CFP Part 2: Why we Know There is a Problem in LTD Conversations: LIMRA…
How CFPs can Have Business – and Life – Changing LTD Client Conversations – Part 1 Lessons from 5 Years and 1000s of Failed Conversations And the Change to Three Years of Success January 7, 2022 | Written by Samuel Newland CFP This series of articles put into action can make a dramatic difference in…
Mix these 3 Negotiation Styles and Close More Deals December 8, 2021 | Written by NGI revised and edited by Samuel Newland CFP Have you heard of the 3 most common negotiation styles? Aggressive advisors, Pleasing advisors, and Cold Minded advisors. If not, in this article you will find the main characteristics of each style…
5 Listening Stages to be a Better Advisor December 8, 2021 | Written by NGI revised and edited by Samuel Newland CFP Most people mistakenly feel they are good listeners due to their overconfidence. Being overconfident in your listening skills impedes you from fully understanding your client’s motivations. Poor listening puts a relationship in jeopardy…
3 Easy Negotiation Tips to Master Insurance Conversations December 8, 2021 | Written by NGI revised and edited by Samuel Newland CFP Have you encountered yourself in a business meeting questioning how to lead the sales negotiation in the direction you desire without making everyone aware of this? In this article, you will find 3…
Life Insurance Considerations for Expecting Parents: The Why, When, and How November 3, 2021 | Written by Samuel Newland CFP If you are trying to get pregnant or are currently expecting, it makes sense to get insurance now because of the not unlikely and high cost of waiting. A typical household of healthy, new parents…