Between Branches Your Retirement Team

Where can you look in your book of business for client who need and want Guaranteed Income?



Paul Gauger details a recent client meeting where we were able to guarantee the client 30% more income for life with a Fixed Index Annuity versus their current Variable Annuity.



Let us know if you have any of these opportunities in your book of business.


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So many times our clients and prospects come to us with "surface problems" or "surface needs". 

But there's more below the surface, a deeper problem or greater need. 

They aren't hiding it from you, they just might not even know what the real problem is. 

So, how can you help them recognize a problem they might not even know exists?

Paul Gauger shares 3 techniques to help you dig deeper, build trust, and win the business. 




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First meeting with a prospect... YOU WANT TO IMPRESS THEM RIGHT?

So you start the conversation talking about the number of years you've been in the business, and all the great products and services you have to offer.

I'm sorry... but if you're doing that, you sound just like every other financial professional vying for their business.



Potential clients aren't interested until they know one thing about you... HOW YOU'VE HELPED OTHER PEOPLE LIKE THEM.



Jason Smith describes a simple, surefire way put the focus on them and ensure you separate yourself from the competition.


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Why is it that it's easier to buy a Big Mac, than it is to secure your financial future?



Walk into any fast food restaurant and within 30 seconds you know everything that establishment has to offer. 

They make it easy to buy. They make it simple. They put a menu right up on the wall. 



Contrast that with any bank, big or small. 

Have you ever seen a menu on the wall of a bank, detailing every product or service they have to offer?



In this episode of Between Branches, Paul Gauger thoughtfully explains why you need to BE THE MENU.


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With rates on the upswing, are you driving the conversation to give your clients the solutions they need. 

Nick Bonds shares a simple, effective "back to basics" approach including...


How do you start the conversation?
What words should you avoid using?
A timeless Yellow Pad Idea  




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What can I be doing right now, that my competitors are not?

An important question this time of year when some slow down and others are looking for an edge.

Nick Bond shares practical ways to engage and connect with your clients, that you can put to use today.


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