Rising Above Today’s Level Playing Field
Episode Summary
In this episode, we discuss how financial advisors and companies can distinguish themselves in today's competitive environment. We explore the "3x3 Rise Above Tool Kit," focusing on the key directives of Pre-Start, Educate, and Connect. Learn practical tips for client connection, adding value, and building authentic relationships to elevate your business. Tune in for actionable insights to help you rise above the norm and achieve exceptional results.
Here’s a Tip & a Trick
Leveraging the Summer Slowdown for 3rd and 4th Quarter Success
In this video, we discuss how to use the summer slowdown to prepare for a successful third and fourth quarter. Learn to segment your book of business based on production levels, rank advisors using market metrics, and identify fallen angels to streamline your appointment setting process. By strategically organizing your call list now, you can ensure a fuller calendar and greater productivity in the latter half of the year. Don't miss out on these valuable tips to maximize your business growth during the quieter months.
Meet the Coaches
Darren Cde Baca
Darren with DCB Strategies provides 40 years of sales management expertise through individual coaching. His effective strategies enrich your career as a financial wholesaler, aiding you in achieving your goals.
Mitch Santala
Mitch Santala is the CEO and co-founder of ESA with over 30 years of entrepreneurial leadership. ESA supports over 500 sales men and women in the financial industry with world class appointment setting services.
