FREE GUIDE

The 5 Steps to More Insurance &
Financial Product Sales

(Without being salesy, awkward or pushy)

5 steps to more insurance and financial product sales




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Advisor to LPL advisors
author at Huffington Post
advisor to top advisors at Merrill Lynch
presenter at Ambrose University
Speaker at Investors Group APEX Summit
presenter at Arizona State University

*A sample of firm affiliations, clients, and publications.

 

In this guide, you will learn:

• The one strategy that can double your appointments
• The first most critical (and often overlooked) strategy
• The best elevator speech to engage your prospect
• The one thing that makes getting leads and sales easy
• The one thing top producers do (and you can too)
• What top producers do to attract clients (vs. chase them)

 

The selling strategy guide you need to master your scripts so you can make more sales

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Annette Bau founder About Author

Annette Bau (bah hoo), CFP®, has helped over 10,000 advisors, consultants, and entrepreneurs attract, cultivate, and retain ideal, affluent clients. She is a Certified Financial Planner™ and founder of The Millionaire Insider™ Academy and MillionaireSeries.com™. Our mission is to provide you the insider secrets you need to build a profitable business and create a financially free life you love.