+J K hi JK, we have a video on prospecting. Please review the other videos and you'll notice it near the top. We will be doing a more comprehensive video soon on prospecting. Be on the look out!
+Manual Dsouza before you walk into ANY meeting. Plan accordingly by describing what is the "perfect possible outcome" for the meeting. That would be your "wish". Decide on a want, meaning, if things were to go very well but not perfect, -BLANK- would need to happen. And lastly, decide on a "got to have"... this is the NEEDED thing that must happen in the meeting. At the very least, you're gaining some sort of traction with the client. That's the "got to have". Developing these three areas will allow you to strive for a great outcome and also evaluate the success of that meeting. Please let me know if that helps.
I like your content from previous videos but I don't find this video pertinent in today's environment. How many cracks do you think an agent is getting with a potential client? You made reference to "the prior conversation" a lot prior to "the meeting". It sound as though one would have to hire a private investigator to gather this level of Intel without having met with a person already. Either an agent has purchased leads, or prospects, or gotten a referral from a family/friend so any communication with a client would base off of that information and not meeting with a client as a precursor for another meeting. I have been in meetings with clients as a way of understanding their situation and educating them on different scenarios where a follow up meeting was to present an option(s) and then close them. I never went into a follow up meeting seeking to gather furthering information. I have found prior videos useful but not so much this one. Thanks for disseminating information that agents find valuable.
Thank you for the comment. I appreciate your honesty with this. I 100% agree that you more than likely will not have all that information, but this helps you navigate on what you need to discover and find out. Life insurance is difficult to position and without pertinent information, its challenging. I would recommend that you can use this video to navigate on what needs to be discovered as opposed to what you should know.
