Mindset Category
(~7 min.) The first 3 aspects of the prospecting system are the most fundamental and arguably the most impactful. You must know your number and know where you stand relative to that number throughout every single day. When it come to language, it’s always easier to replicate than to innovate.
(8 min.) Delayed gratification is not easy. That is why the role of the rep is so significant. As an advisor, your must work to manage human behavior. Your job is to help bring the future to the present and bring a sense of urgency to saving money and planning.
(5 min.) Master your first impression! Success in the first few minutes of a new client meeting depends both on you walking in with the right mindset, as well as effectively utilizing your approach language to ensure a shift in the prospect’s mindset.
(4 min.) Every aspect of our approach to sales training begins with mindset. This module addresses some of the limiting beliefs and fears that can prevent you from moving your clients to take action, or even from calling on some of them in the first place.
(8 min.) This module will not only help you build your own personal conviction for this cornerstone of any solid financial plan, but also help you convey your beliefs with powerful and compelling language.
(8 min.) The phone is simply a means to an end – namely, getting in front of a prospective client to take a fact finder. Once again, you'll examine the beliefs that drive your behavior and Jim shares his language and how to most effectively address questions on the phone.
Are you ready to LAUNCH? In this powerful training session, dive into a look at Jim's beliefs about YOU as a financial professional, your mindset when prospecting and how to start strong in your new client meetings.