Sales Productivity - Sales Pro Insider

SALES PRODUCTIVITY

Want to Be Better? It’s About Time…

by Nancy Bleeke | Sep 15, 2022

What do you want to do differently? Do you want to: Create more outreach to new clients? Build better COI relationships? Update your CRM more regularly? Complete your follow up notes after meetings within 24 hours Do you want to be a better advisor? A better parent, spouse, or friend? The Power of Habits Doing those things differently means...

Do You Think Like a Winner?

by Nancy Bleeke | Sep 1, 2022

Winners: people at the top of their game, successful, productive, and moving forward. Who doesn’t want to be a winner? These are the people who get respect and admiration from others. But what does it take for YOU to be a winner in what is most important to YOU? Some people think winners are just lucky. But most winners know that it’s like the...

3 Reasons You’re Not Converting #3: Your Misuse of Connection

by Nancy Bleeke | Aug 18, 2022

In this final installment of the series 3 Reasons You’re Not Converting like you should, we look at the third major reason behind a lack of conversion. And the 3rd reason, following a misuse of time and a misuse of focus for the conversation, is a misuse of connection. This is an especially timely topic because during a recent Ask Me...

3 Reasons You’re Not Converting #2: Your Misuse of Focus

by Nancy Bleeke | Aug 17, 2022

In your first meeting with prospective clients, who and what are you focused on? Is your focus on the right person and the right topic to help you provide that person what they need to confidently take the next step in your process? This is the next installment of the series: 3 Reasons You’re Not Converting like you should. In the previous...

3 Reasons You’re Not Converting #1: Your Misuse of Time

by Nancy Bleeke | Aug 16, 2022

I need to be efficient with my time. I don’t want to waste time with people that aren’t going to go anywhere. Those are two statements I hear from financial pros when they’re talking about their selling efforts and sales process. In this installment of the 3 Reasons You’re Not Converting like you should series, I share the...

3 Reasons YOU’RE Not Converting: The Why of This Series

by Nancy Bleeke | Aug 15, 2022

Are you converting your prospective clients to the next step as often as you want? Or are you having that first interaction, meeting, or conversation, only to realize that prospective client is not committed to taking the next step? Maybe they say they’ll think about it. Or maybe they schedule the next meeting, but then they “reschedule” but...

Stop Using These 5 Wimpy Words and Close More Sales

by Nancy Bleeke | Aug 11, 2022

Words are powerful. And the words we choose to use during our sales conversations can make or break the opportunity to close that sale and help that person. Our words have the power to “make” the experience good, bad, or indifferent for that prospective client. Our words allow us to educate, excite, remove fear, and gain commitment as well as...

COI Relationships: The Sale You Aren’t Making

by Nancy Bleeke | Jul 27, 2022

Are you frustrated or have you abandoned your efforts towards COI (Center of Influence) outreach? I hope not. Too many advisors have. They’ve talked to person after person and received ZERO referrals. Maybe they’ve even made some referrals of their own and yet haven’t received any in return. Why Have COI Relationships? I get the frustration....

Convert Consistently with Customs and Connections: Final Tribal Types Tips

by Nancy Bleeke | Jul 13, 2022

If you’re selling to others the way that you want to buy – stop it! The way you want to buy doesn’t matter. It’s about how THEY want and need to buy. Strong statement for sure. But that should be the key message that you’ve taken away from this series, Convert Consistently with Customs and Connections. Our ability to adapt to the way a...

Convert Consistently with Customs and Connections: Meet the Expresser Tribe

by Nancy Bleeke | Jul 6, 2022

As you guide sales conversations with prospects, your job is to help them work through their decision-making process. The conversation is an information exchange that relies on THEM getting what they need, in the way they need it, so they are confident in you and the value they receive. That’s why this series Convert Consistently with Customs and...