Sales Tools

This book is full of ideas that are sweeping the industry.  Enhance your reputation, increase your profits, and tap into the win-win marketing techniques of Power NetWeaving.  You’ll learn to use the “Golden Rule” as a business practice to gain more clients, develop long-term relationships, and achieve better results.

Learn More

Service First! offers proven tips on enhancing the skills of insurance service personnel.  Leading expert Karen Flaherty charts a clear path to improved service and success by addressing the most common issues face today.

Learn More

The RainMaker introduces a proven way to find and develop lasting relationships with clients. It will help advisors discover the six critical traits of the Elite 1200, those who consistently make a million dollars a year. Learn the secret to sourcing new affluent clients with this detailed, empirically-derived process that has been developed, refined, and perfected in the trenches.

Learn More

An excellent resource for the sales leader, Breaking the Sales Barrier: How to Develop Million Dollar Producers captures and explains the critical elements necessary to manage producers so that they can join the elite of the sales force. This "how to" book is filled with the tools that agency owners and sales managers need to develop a winning sales culture—and what producers need to embrace it.

Learn More

The Wedge offers a powerful, proven technique to distinguish you from the incumbent agent and help you  increase your sales and win new business. Learn More

A recent survey revealed that 81% of investors with $1 million or more in investible assets plan to pull some or all of their money from their current advisor. Today's challenging economic times present ripe opportunities to acquire new clients. Discover effective ways to market your business while avoiding the myriad of advertising pitfalls and common compliance issues.

Learn More

Consultative Brokerage®: A Value Strategy is based on real life production success and client retention. Practical, workable, and highly profitable techniques make this book a must have for any producer, sales manager, seasoned broker, or insurance company professional. Learn More

Every financial advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter.

Learn More

The key to better serving clients while increasing sales in the disability insurance market. Learn how to teach your clients about the options available, determine their needs, and choose products to meet those needs. Show your clients that they need more disabilty income protection than an employer can provide.

 

Learn More