From the course: Sales: Selling Financial Products and Services
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Identifying financially active customers
From the course: Sales: Selling Financial Products and Services
Identifying financially active customers
- The products and services you offer can go a long way in helping financially active customers make more money, save more money, or just gain more peace of mind. And who doesn't need a little peace of mind these days? Plus, selling to financially active customers is a great experience for you because you're presenting a much needed solution to a challenge or opportunity your customers have. Think about it, selling a life insurance policy to someone who is 28 years old and just starting his first job is not nearly as satisfying as offering one to a young couple in their mid 30s that just had their third child, or trying to talk about college savings plans with a 70 year old that has long since put his kids through college is not nearly as rewarding, or viable for that matter, as helping that 45 year old doctor plan how she can help both her kids get the education of their dreams. Now to sell those solutions you have to be able to quickly identify the customers that have the most need…
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