Prospecting Strategy - Benefits

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Transcript

By implementing a prospecting strategy, you will be able to enjoy the process, you will be doing something you enjoy amongst our customers, you will be amongst your ideal prospects, there is no need to be running all over the place to look for prospects. opportunity to build relationships. The common activity provides an opportunity to deepen the relationships with the prospect. Easier to service it will be easier to service existing clients after they bought the policy. All you need to do is to continue attending the group you're more focused on certain products, you just need to focus on certain products that are relevant to that particular area of financial planning. You don't need to know every product that is offered by your company.

Respected as a trusted advisor, you will be respected as a trusted and knowledgeable resource. have much less competition. Hence you are a specialist in certain areas of financial planning, you will differentiate yourself with all other agents and will then have lesser competition. Easier to refer customers, it will be easier for the prospect to refer you to his strengths as you are specialized instead of a generalist. The person who is referred to will probably no other agents who are also generalists. Thus, it will not be useful to refer you if you are a generalist

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