February Webinar Recordings
(Tuesday Help Desk Call & Friday Business Overview & Trainings)
02/26/2021
02/23/2021
February Bootcamp
Top leaders go through the cornerstones of success, how to have a successful week, how to run a successful virtual or in home appointment, and what works best with recruiting individuals to your team.
Help Desk Call
Agency Owner Jake Davis host as he and other top leaders answer questions including how you know when you have a client versus going to your next client, talking about the sound cloud audio Connect to Care to Close, why you should not running one leg appointments, self development, using the conference to your advantage, and what conference can do for you.
02/19/2021
02/16/2021
Virtual Business Overview & Training
Brian Delaney and Agency Owner Aaron McLean go over the overview, go over metrics for sales, recruiting, and cost of business, and then end with critical period or equity protection coverage and the best way to lay it out for your clients and how this will be a good amount of your weekly and monthly business.
Help Desk Call
Agency Owner Collin Gillam host as he and other top leaders answer questions including gearing appointments with different age ranges of clients and tailoring to the taste of the individual client including conversations around larger coverage amounts or debt free life with younger clients. Other topics included coverage amounts with the different carriers for simplified issued policies, speaking to a client around the same age range as yourself as if you are telling yourself why the coverage and policy you as the agent selected is what is best for them based on your research, and stories of when a clients have pushed off some agents and the client either has passed or has had medical issue when they then followed back up again.
02/12/2021
02/09/2021
Virtual Business Overview and Training:
Agency Owner Corey Sizemore speaks with Matthew Metz about what he has learned about how sticking with activity week after week no matter what the wins looked like the week prior. Matt speaks about how he got a few wins September and then because of those wins would be a little harder to convince himself to keep going, which was a contributing factor to him not writing any apv in the month of October. When November came around he started to pick up his activity and carried that over into December where in the week from Christmas to New Years he had his best week by writing $20,000 in apv.
Help Desk Call
Agency Owner Rob Purlee and other top leaders answer questions including how to go back into the why when the client(s) say they want to think about it/sleep on it. This also brings up a situation of how a recent situation of a client passing away who told him they wanted to think about it and he just let it go instead of digging some more. He found out that client recently passed. The other topics included getting back on the horse after having a rough day, asking clients or warm market about people interested in possibly becoming agents, and addressing the “elephant in the room” when one of the spouses or couple does not seem to be participating in the appointment.
02/05/2021
Business Overview and Training
Agency Owner Devin Johnson and Aaron McLean host go over the overview and then get into key questions to ask during the appointment. These questions will draw out not only the why but the reason why the reality of the situation will impact the family if the client was to pass away or become disabled.
02/02/2021
Help Desk Call
Corey Sizemore and other top leaders answer questions about tieing down to be sure clients show up for appointments, setting schedule between appointments, and writing in your schedule what you want to accomplish like meetings, interviews and making phone calls.