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Many industries and companies still employ aggressive sales tactics aimed at pushing products instead of fulfilling a customer’s need.
This method even plagues the retirement planning industry because many of us are taught to read scripts and offer solutions before truly knowing what a client needs. However, I guarantee the clients concerned about their retirement plan aren’t too worried about what the product is. They need hope, clarity and direction for their retirement years, and they will probably choose to do business with a professional who can offer that.
Adjusting from a product-centered approach to a client-centered one can be a challenging process. This is why the Lifetime Income Process (LIP) was created: a complete system that focuses on the three cornerstones of business – practice management, marketing, and sales – to help you simplify the sales process.
LIP also incorporates a philosophy that will teach you a new selling dialogue called Non-Convincing Language, which removes selling pressure from your client interactions. Non-Convincing Language gives you the foundation to not only navigate your client meetings more effectively, it allows you to ask the empathetic questions that lead to faster decisions and ultimately more product sales.
Packaged together with FINRA-Reviewed retirement planning software, ongoing training through LIP University, monthly coaching calls and client materials, this program can help you achieve a higher level of success no matter where your current production is.
For more information visit www.creativemarketing.net/lip. Or, call your Sales Team to find out how this philosophy can help you bring true balance to your clients while making the process easier for you!
Some production requirements apply. This program is an exclusive offer through Creative Marketing’s Dynamic Marketing Portal to a third-party vendor and is only available to agents who are contracted with Creative Marketing. Creative Marketing is not responsible for the results of the program or any liability stemming from the use of it. Neither the Company nor its agents or representatives may give tax, legal, accounting or investment advice.
For agent use only. Not for use with general public. 13030 – 2013/9/30