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• NAIFA-LIVE: HOLIDAY CARDS AND COMMUNICATIONS WITH GRIEVING CLIENTS

  • When
    Wednesday, November 10, 2021
  •  
    2:00 PM
  • Location
    WEBINAR

  

  HOLIDAY CARDS AND COMMUNICATIONS WITH GRIEVING CLIENTS

  Wednesday, November 10, 2021: 2 PM eastern

  
  

  This session is for insurance and financial advisors who want to learn how to build strong, loyal relationships with clients and their families by supporting them through the difficult times of their lives in ways that make a difference.

  Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone they love is currently in the hospital or in hospice? You will alienate those clients if you fail to acknowledge the reality of their lives.

  Discover the unique aspects of holiday time that make it so difficult. Gain skills for communicating when clients are grieving a past or impending loss. Learn how to reach out on the phone, in person, and in your holiday cards in ways that offer true comfort and understanding. Be equipped to do the right thing to do for your clients and their families. They will never forget it.

  Key Takeaways:

  • Three reasons the holidays are uniquely difficult for grieving people
  • What advisors risk if they fail to mention the death or illness, or if they send the same holiday card to everyone, regardless of what they’ve been through during the year
  • Some language to avoid with grieving clients
  • Several text suggestions to write in holiday cards to grieving clients, or to use in conversation on the phone or in person

  
  

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• NAIFA-LIVE: THE GO-GIVER WAY TO ACCELERATING YOUR BUSINESS

  • When
    Wednesday, December 08, 2021
  •  
    2:00 PM
  • Location
    WEBINAR

  

  THE GO-GIVER WAY TO ACCELERATING YOUR BUSINESS

  Wednesday, December 8, 2021: 2 PM eastern

  
  

  As a Financial Professional, you know the benefit of doing business mainly through referrals. Among other things, it allows you to serve a lot more people while making your business a lot less stressful, much more predictable, and a lot more profitable.
  
  During this powerful program, you will also learn the philosophy and principles at the heart of his sales classic, The Go-Giver (more than 1,000,000 copies sold), embraced by so many of today’s top producers.
  
  You’ll learn how to:

  • Understand human nature and recognize the one (and only!) reason people will ultimately choose to do business with you
  • Instantly connect through what Bob calls, “Feel-Good Questions®”
  • Separate yourself from your competition via Bob’s “One-Key Question”
  • Utilize the “Referral Bridge Phrase” that will create customer buy-in for referrals
  • Ask for referrals effectively so that you never again hear, “I can’t think of anyone right now but, when I do…”

  As Bob says, “all things being equal, people will do business with, and refer business to, those Financial Professionals they know, like, and trust.”
  
  This session will help you build and leverage exactly those types of relationships.

  
  

  
  

  
  

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