Want to see more resources?
Naomi Chua, of Singapore, shares her method of getting referrals, which allows her to qualify for MDRT quicker and with less effort.
The key to acquiring high-net-worth clients by referrals and building high-trust relationships, from Bill Bachrach, who is a top coach for financial advisors.
Yeoh Cheng Huann explains how an increase in referrals begins with expanding your client base and building more meaningful relationships with them.
When not asking impacts a referral, a friendship and a future
岡田氏は商談の中でよく例え話を使う。保険の専門知識のないお客様にできるだけ分かりやすく情報を伝えるための工夫で、内容は相手に会わせて即興で考えるのだという。一方で、岡田氏は商談の席では雑談はしない。保険会社の営業マンだと分かって会っていただいている以上、保険の話にフォーカスすることを大切にしていると語る。
齊賀氏は「テクニックを身に着ければ、短期的には成績を伸ばすことができるかもしれないが、10年20年とこの仕事を続けるためには人間力が必要だ」といいます。 齊賀さんならではの面談時の心得や成約件数を伸ばすための取り組みのほか、これからのビジョンについても語ってもらった。
기존 고객 스스로 소개에 적극 나서도록 하는 소개 영업 노하우를 메트라이프생명 박희근 대표 FSR을 통해서 알아본다.
保険会社に入社後、ほとんどの同期が金融機関出身だったため、法人市場では勝てないと考えた金元会員。お母さまの「1日1努力」という教えにならい、1件1件地道な努力を続けてきたと言います。そんな金元会員が描く人生100年時代の保険営業を語っていただきました。
Over 90 percent of Tancock's new clients are referrals from existing clients. They are not coming in because she has better products to sell or can promise better market returns; they are looking for someone to help them organize their finances and help them achieve their goals. Tancock shares the process that she follows to make sure she remains referable in every stage of the sales/service process.
How do you turn clients into advocates so that whenever they are talking to people about finance, your name is mentioned and your expertise recommended? At the 2017 Annual Meeting, Chris Leach from Cardiff, Wales, shares her ideas.
Kimball draws on his 35 years of industry experience and regular Top of the Table qualification to explain his proven system of using only referred leads. He discusses when to ask, how to ask, overcoming objections, making it fun and how to thank clients properly for referrals.
Milley identifies approaches for referrals and office efficiency gained at MDRT meetings. Presented at the 2017 Annual Meeting.
내가 이 일을 얼마나 오래 할 수 있을까? 많은 보험설계사들이 스스로에게 이 질문을 던진다. 하지만 진정한 롱런의 비법은 일이 스스로 돌아가도록 시스템을 만드는 것이다. MDRT 16회, COT 3회를 달성한 오렌지라이프 박성만 FC가 자신만의 노하우를 공개한다.
新型コロナウイルス感染症の拡大は保険営業の世界にも大きな変化をもたらしました。しかし、千葉会員は、お客さまが健康に不安を感じている今こそ動くべきだと呼び掛けます。コロナ禍との向き合い方や今後の夢について聞きました。
Sometimes clients you consider friends don’t send you referrals, and you don’t know why. It could be for one of these six reasons.
Mannette builds a strong client base through referrals while also tackling revenue challenges.
