Nov 23, 2021
In this episode, The Annuity Man and Leah Brandt discuss:
- Seeing things from the client’s perspective
- When annuities are bought
- Making annuities easier to understand
- Never doing things in moderation
Key Takeaways:
- If you want to provide excellent service, always ask yourself what you would want if you were the client or what you would want to know if it was your money. How do you want to be guided, if you were the one going through the annuity-buying process? Put yourself in the client’s shoes, put their interests ahead of yours.
- You don’t have to pitch annuities to clients if you are able to educate, inform, give examples, answer enough questions and if you treat people like they are professionals.
- Practice the skill of being able to talk about your product in a way where it can be understood easily, because if it can be understood easily, then there’d be one less barrier towards purchase.
- You’ve already heard people talk about not being half-hearted when it comes to serving others, but that’s kind of a half-hearted statement compared to this: when it comes to service of others, adapt the mindset of never doing things in moderation.
"Annuities… don’t have to be sold, [they] can be bought. If you give enough education… answer enough questions… you don’t have to try and be pitching anything." — Leah Brandt
Connect with Leah Brandt:
Website: https://theanuityman.com
LinkedIn: https://www.linkedin.com/in/leah-brandt-b383077/
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
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