By Legacy Wealth
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26 Sep, 2022
More Action = More Leads = More Presentations = More Sales The above equation, so simple but, why aren’t more agents in the industry racking in at least $10,000 every month? Let’s start with the first steppingstone: More Action… what exactly does “More Action” mean? The simple definition is MORE ACTIVITY, and its raw principle deriving from ATTITUDE. If you don’t have the attitude to go out and make $10,000 then this entire equation will not work for you; You might as well put this article down and stop reading it. For those of you that have the desire, want, and strive to obtain this goal, let’s dive deeper. ATTITUDE composes of getting up and getting out! Seeing your first potential client at 9:00 in the morning and seeing your last potential client at 9:00 at night! Having and creating that Positive Energy on a daily basis will become your new normal state! We’re habitual beings, our bodies want to create and maintain a homeostasis environment! So, incorporating this into your daily routine over time will create a habit that DRIVES SUCCESS. Write down your weekly, and more specific, DAILY GOALS. Write down exactly what you want to accomplish and hold yourself accountable to that goal by tracking it! I remember some of my huge weeks as a door warrior and all those weeks were derived of small goals that compounded into a bigger one! Do whatever you need to do to motivate yourself, whether that’s 10 cups of coffee, listening to a morning podcast, diving into daily motivational posts, or rocking out to Young Jock! Whatever it takes or is required to get your Attitude into to overdrive, do it! Now that we know what “More Action” is, let's dive into the nitty-gritty! MORE LEADS. Everyone always loves more leads; however, Leads don’t just grow on trees, you can’t just make leads, make more leads! Or can you? If you don’t see where I’m going with this, the simple answer is YES! You can turn ONE Lead into THREE, or FIVE, or TEN! Simply by Door-Knocking, the house to the left and the house to the right alone is three leads from ONE Lead Card! Not to mention the possibility of other leads or family members in the house that can benefit from your services! Which is what I call the “Sweet Sauce” but we’ll touch on that in a minute. Another way of producing leads that I’ve always had great success with is walking around the entire neighborhood acting lost, aware where the house actually is, walking around aimlessly in search of Mrs. Jones because she was direly requesting my services. This is a great tactic for generating more leads! Another door knocking trick is bringing a stack of lead cards up to a potential client’s door that you don’t have a lead for and inquiring if theirs got lost in the mail. Every single senior has gotten multiple lead cards… so asking that loaded question always triggers their memory of seeing dozens of those lead cards… opening a conversation and then to a presentation! Leaving a business card with a small note is always a great way to get a callback! Just a short and sweet note such as, “Came by earlier and no one was home! Call me back asap!” creating a sense of urgency that they need to get in contact with you. You may not get every house to call you back on, however, if 1/20 does, that’s one more sale than you would have had! Now let’s touch on the “Sweet Sauce” AKA REFERRALS. There are many ways to get referrals, but the simplest one of all that kills me when I sit with agents that NEVER do it…. ASK! Simply ask Mrs. Jones, “Mrs. Jones since we’ve gotten you all taken care of today and gotten you some money back with a better financial plan, don’t we owe it to some of your friends and family for them to possibly get the same benefits?” Hand Mrs. Jones a sheet of paper, or a Customer Referral Form and have her start naming them! One way I like to incentivize Mrs. Jones is if she writes 5 names down, and for every name that I see and help, Mrs. Jones gets a Free Walmart Gift Card. Mrs. Jones is quick to fill out that form… So now we understand that More Action = More Leads, the next one should be easy to grasp! More Leads generate More Presentations! The More Presentations we have the better we set ourselves up for that $10,000 Month! Let’s touch on the mechanics of getting More Presentations. Ever have some leads that you just could never catch home? Tried calling them and they won’t pick up? Do realize that these seniors are getting 100s of calls a week from telemarketers. One way I like to separate myself from the telemarketers is TRIPLE-DIAL. This normally will make them mad at first, but you can always save yourself by laughing it off and letting them know you just didn’t want them to think that you were one of those pesky telemarketers! Still can’t get ahold of your client after the triple dial? Personal story time… I remember this one house I could never catch home, I tried multiple different time slots throughout the days but could never catch them home! After a few weeks of never being able to catch them, I was finally about to give up because they never answered their phones either. On the way home from a work trip in Macon I decided I’d leave them a voicemail (this was before perfecting the voicemail pitch and realistically this is what derived it) while driving back home. It was raining hard and traffic started getting bad, once her voicemail came on red lights came flashing in front of me… so quickly I said,” Jodie it's Jake please call me back soon as you get this!” and hung up the phone not realizing what I had just discovered for myself. About twenty minutes later there was Mrs. Jodie calling my phone. Long story short Mrs. Jodie was about a $3,300 AP household and I had just learned one of my deadliest hooks. The essence of the story: call back old leads you never touched and hit them with the voicemail hook! When talking to clients on the phone always press for a time to schedule! Let them know and feel that you are a busy person and that you help assist many people, so your time is very crucial! Leverage this into solidifying an appointment…. BOOM PRESENTATION. Now we have the moving parts figured out. Time to wrap up on what it comes down to the bottom of the ninth, where the fat lady sings when the thunder rolls and the lighting strikes; THE SALE! When you’ve begun the process of “More Action” which generated “More Leads” therefore “More Presentations”, now we have a higher chance of closing “More Sales”! But, how do we close more sales? What are the trade secrets, how are the heavy closers converting this influx of presentations into more sales? Proper Presentation is KEY to making and closing a Sale. During the presentation, you must build trust with the client through various ways of exploiting Loaded Questions, Open-Ended Questions, Hypothetical Situations, and other Sales Tools. Having a Proper Presentation is critical, explaining and presenting the financial strategy that you are mapping out for your client to drive the sale in the direction you want it to go! Using policy comparison forms, illustrations, and the company’s sales material are DIRE to closing a presentation! Lack of these materials can KILL your sale! These are used to show them why they should buy your product! They are necessary tools to visually display the advantages that they are getting with your product! Hearing is one thing; seeing is another. Leveraging Policies is huge for closing sales, HUGE! Using their past policy’s Cash Value or Paid Up option can conjure a new financial plan that benefits them more than their previous strategy! Make sure to address all your client’s insurance needs, its vital! Meaning: examining everything they have from a cancer policy all the way through if they have a dental plan, there always is a way to build a package and increase the benefits of your client’s current situation, you just have to DIG DEEP and get creative! Weaving and threading all these mechanics into your presentation is going to close you MORE SALES! More Action = More Leads = More Presentations = More Sales So, now you know the MADNESS or “science” behind the magic of a $10,000 Month! It’s a “Domino Effect” that continuously goes in a circle. Everything relies on one another. However, it all begins with increasing your Action, because without that factor: None of this is possible. With the increase in activity and massive action…this leads us to increase SALES!