Episode Details

What is your client’s relationship with MONEY? Understanding their mindset, behavior, and relationship with money will help you know the right questions to ask potential clients! In this episode, we’re joined by financial services expert and Managing Director of Lenox Advisors, Abbe Large, CLU®, CLTC. 

Abbe pulls back the curtain on common mistakes producers make by not taking the time to understand their potential clients relationship with money. Tune in for how to open up the conversation of money and why having a plan through life insurance is crucial for your clients. It all comes back to what we preach here on the podcast - build trust, ask questions, and build genuine relationships with your clients! That's how you win!

HIGHLIGHTS

00:00 Introduction

02:15 Why is talking about money so taboo and how do you open up the conversation with your clients?

04:30 What are the common answers clients give you about their relationship with money?

07:00 The exact questions Abbe leads with to open up the conversation about money.

14:00 Ways to build trust and have an organic sales process.

23:15 How are you advising clients who are taking care of their children and elderly parents simultaneously?

30:00 How can we connect with you and learn more about your financial services?

RESOURCES + LINKS

Watch the full episode on YouTube HERE

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Game Changer: Taking Your Insurance Agency To The Next by Michael Weaver

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FOLLOW

Abbe: @abbelarge

Lennox Advisors: https://www.lenoxadvisors.com/

Michael + Courtney: @mandcweaver

Michael Weaver: @_michealweaver

Courtney Weaver: @courtneyvie

YouTube: Michael and Courtney Weaver

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