Cultivating Success: Business Development

A comprehensive course designed to enhance your skills in effectively managing the entire sales process.

  • Booking appointments - Mastering the art of securing appointments and engaging with clients effectively to lay the groundwork for a successful business relationship.

  • First Appointment - Listening and communicating effectively with the client to be able to produce a comprehensive financial plan that will be crucial in the first client meeting.

  • Second Appointment - Exploring of advanced strategies for closing the deal and ensuring a successful delivery of the service with emphasis on communicating effectively.

  • Post Appointments - Building success with strategies such as referrals, conduction of annual reviews, and developing prospective plans for a sustained business and relationship growth.

Course curriculum

    1. Phone Calling - Scripting - Closing Strategies

    2. Phone Teacher - Appointment Meeting Mastery Part I

    1. Talking about the First Appointment

    2. Fact Finding

    3. Developing a Financial Plan

    4. Developing an Agenda, Priorities, and Using the Software

    1. Talking about the Second Appointment

    2. Closing The Sale - Part I

    3. Closing the Sale - Part II

    4. Completing the OneAmerica eApplication

    5. Delivery

    1. Referrals and Surveys

    2. Annual Reviews

    1. How to Develop a Prospecting Mindset

    2. Referrals and Networking

    3. Professional Partnerships, Personal Observation, and Social Media

    4. Business Prospecting - ERISApedia

    5. LinkedIn Prospecting - Part I

    6. LinkedIn Prospecting - Part II

    7. Strategic Mailers

    8. Referral Techniques

    1. LinkedIn Training #1

    2. LinkedIn Training #2

    3. LinkedIn Training #3

    4. LinkedIn Training #4

    5. How to Build and Deepen Relationships on LinkedIn

About this course

  • Free
  • 30 lessons
  • 32 hours of video content

FAQ

  • How does this course help me improve my skills when it comes to appointments?

    Engaging effectively with potential clients, mastering communication and establishing a strong foundation for a successful business relationship is how it helps.

  • How does the course address post-appointment strategies for sustained business growth?

    It goes over how you should handle clients after appointments, how to create a bond and a lasting relationship in order to have a lifelong client.

  • What's the most important key point discussed in this course and how will it apply to me?

    This course's focus is mastering effective client communication and handling of said client's relationship. This focus ensures that you will gain practical skills and knowledge applicable to enhancing your capabilities.

Instructor(s)

Founder and CEO Yanko Castro Ferto

Yanko Castro Ferto is an esteemed figure in the financial services industry, leveraging over two decades of expertise as a visionary leader, mentor, and industry influencer. As the CEO of QX Financial, Yanko spearheads a mission to redefine the paradigm of financial success through innovative strategies and unwavering commitment.

With an extensive background in life insurance and wealth management, Yanko's trailblazing approach has empowered countless agents, guiding them to unprecedented levels of success. His passion for education and mentorship led to the creation of high-impact training programs, designed to equip agents with the tools and knowledge essential for thriving in the competitive landscape of financial services.

Recognized for his strategic insights and transformative leadership, Yanko's vision extends beyond conventional boundaries, aiming to cultivate a community of empowered agents dedicated to enriching clients' lives and securing their financial futures.

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