tips at the kitchen table n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Tips at the Kitchen Table PowerPoint Presentation
Download Presentation
Tips at the Kitchen Table

Loading in 2 Seconds...

play fullscreen
1 / 4

Tips at the Kitchen Table - PowerPoint PPT Presentation


  • 207 Views
  • Uploaded on

Tips at the Kitchen Table. Always have a humble attitude we can always get better Be patient at the kitchen table it’s a process it takes time Pay attention to the warning signs if its going to be a challenge to get them involved

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Tips at the Kitchen Table' - steel-joseph


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
tips at the kitchen table

Tips at the Kitchen Table

Always have a humble attitude we can always get better

Be patient at the kitchen table it’s a process it takes time

Pay attention to the warning signs if its going to be a challenge to get them involved

Ask the questions on the FNA do not skip over questions. FNA locks clients in

Do the right things at the KT or else it will not work

cont d tips at the kt

Cont’d Tips at the KT

Have a healthy balance with collecting information too formal clients will not take you serious

Explain: (before going into retirement questions) The reason why we ask questions is to see where your priorities are

When collecting the data anything the client is doing right make them feel great about it

cont d tips at the kt1
Cont’d Tips at the KT
  • If client does not want insurance there is nothing we can do (it has nothing to do with us)
  • Always look for ways to compliment the client
  • Be very optimistic about the clients situation
  • Ask the commitment questions
  • Be firm and smile. We are not there to waste our time.
recruiting at the kt collecting the data
Recruiting at the KT/Collecting the Data
  • On a scale of 1-10 how motivated are you to become debt free and financially independent?
  • What interests you more?The ability to earn additional income, or perhaps own your own business, or get a financial needs analysis?