Apr 26, 2021

Many of the clients you work with have legitimate concerns, but how do you talk about their pain points without conjuring fear? In this episode, Chad and Caleb talk about three major pain points and how you can address them in a way that points them in the best direction for their situation without creating more fear.

Apr 19, 2021

Don’t "throw it all to the wall and see what sticks," find the solution to your client's problem, and show them the best option for their situation. In this episode, Chad and Caleb discuss fact-finding and how fact-finding enables you to solution sell rather than product push.

Apr 12, 2021

How much business are you losing because you aren't presenting yourself as the expert? Is it time to reevaluate your approach? In this episode, Chad and Caleb discuss the necessity of establishing an internet presence as well as the importance of having branding that presents you as the expert to your clients.

Apr 5, 2021

When it comes to explaining annuities, it's easy to complicate things and create analysis paralysis in your clients. In this episode, Chad and Caleb give a third take on how to explain annuities more simply. Simple always wins!