There is a significant difference between just selling products vs. understanding how to use products as a part of an overall financial plan. The key to less prospecting & greater income, comes with multiple opportunities for your new and existing clients. It stems from the ability to show them more than just one plan or solution to just one challenge. The best way to earn more and gain the respect from your clients is predicated on the ability to understand the process we refer to as "coordination." It is the ability to develop financial strategies (short and long term) by using a multitude of programs effectively. It's cross-selling without selling.

When you are properly informed and professionally prepared, it will typically cost them more to "hang up the phone with you," than it will to do business with you often with nothing out of their pockets.

Looking forward to working with you!