Helping vs. Selling
February 3, 2021 by James R. Grazioli
In my over 29 years of being in my business, the biggest lesson I have learned is the I importance of dealing with the retirement emotion by the concept of helping vs. selling.
When my career began in 1991, it was only about selling, showing product and getting the application signed regardless if it fit the prospect and their family or not. Just make the sale. I was taught these bad habits and they were tough to break because we were not fact-finding or trying to do what is best for the client.
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Originally Posted at ThinkAdvisor on January 29, 2021 by James R. Grazioli.
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