Financial Advisor’s Greatest Asset
Financial Advisors may argue the point, but it is their Book of Business that is every Financial Advisor’s Greatest Asset. What is a Book of Business? In its most basic form a Book of Business is your client list.
One of the 1st and most common mistakes a Financial Advisor can make is not segmenting their book into A, B, and C clients. Meaning your most valuable clients are your A’s, than down to your B’s and C’s. It sounds pretty simple, right? Well it is. While the definition is simple the value can be priceless if you do it right.
Sales Stories, Legends and Longshots
Sales Stories, Legends and Longshots make for a great conversation!!! If you are in sales or own your own business this is podcast gold. This show was the idea of Profit Express contributor and financial guru Phil Capell of Piermont Wealth Management.
Phil asked if he could interview me! I had never been interviewed on my own show. I thought this could be a blast. So here is what happens when Phil Capell interviews Tim Healy.
First of all Phil is a natural at interviewing. He asked great questions that got me thinking and talking about one of my favorite topics – sales.
Phil’s questions allowed me to share some amazing Sales Stories, Legends and Longshots. I hope YOU enjoy!
The Thrill of Victory and the Agony of Defeat
If you are over the age of 40, you can appreciate the following quote made famous by Jim McKay from ABC’s Wide World of Sports, “The thrill of victory and the agony of defeat.”
Those powerful words from Jim McKay were used to describe the human drama of athletic competition. Whether you are a big sports fan or not, you can appreciate the real life drama of: Ali vs. Liston, the Olympics and Game 7 of the World Series. The Thrill of Victory and the Agony of Defeat also beautifully describes what it means to be a sales-professional.
As a sales coach I have always been super focused on giving my clients a specific system on how to take a deal from 1st Point of Contact to Close! Why are sales systems so important? Because sales can be a dynamic, fast paced and tricky dance and if you don’t have a system it can be like roller skates on ice.
If you have seen Spike TV’s hit show Bar Rescue you are probably a fan of the larger than life hard hitting star of the show Jon Taffer. I recently interviewed him on my show The Profit Express (88.7 FM WRHU) and I want to share with you Jon’s take on what you and I are really selling on a daily basis!