Without a personalized strategic plan, internal motivation, and constant accountability … you will likely fail. You need someone to guide you, walk with you, answer your questions, and give you wise counsel on what to do. I will teach you how to create your “Ideal Productivity Week” and keep the momentum going.
There is a significant shift in mindset needed in order to begin prospecting and winning new accounts that are 12X BIGGER than what you’re used to. A lot has to change going from small to BIG thinking — but it’s not as difficult as you’d think. The goal is to do one thing twelve times in a year. I’ll teach you what it is and how to do it.
The riches are in the Micro-Niches. Construction, manufacturing, agriculture, hospitality … these are industries, not Micro-Niches. To Micro-Niche you must narrow your focus and go deeper. I will teach you how to choose your most profitable Micro-Niche.
I will help you create a 12-Month Timeline of Services & Products to offer your Micro-Niche prospects in exchange for their business. These need to be Strategic, Objective, and Written (S.O.W.) so that the prospect trusts both you and your team’s capabilities.
The times have changed and so has what works in today’s marketing economy. I will teach you the “How To” when it comes to effective email marketing, social media, cold-calling, texting, walk-in’s, direct mail, networking events, COI’s, and other tips, tactics, and techniques, as well as both what to say and what not to say to your prospects.
Currently, another agent is seated in your chair. He/She has the leverage and you don’t. I will teach you what to prepare for your 1st appointment with the prospect, how to convince the prospect to give you what you want, putting together a Superior Submission to the marketplace, and how to negotiate/renegotiate with both prospects and underwriters.
Everything boils down to influence, position, leverage, and permission. I will teach you the WHY and the HOW of getting your prospects to fire their agent and assign their current policies over to you (aka: Broker of Record Letter). I will also teach you why 25%, 60%, and 15% are very important percentages to either your success or failure in prospecting, setting appointments, and closing the sale.