Bob Ritter's Blog #5: It’s Awkward Trying to Sell My Friends | Bob Ritter's Blog, ideas for financial service professionals

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Bob Ritter's Blog #5 its-awkward-trying-to-sell-my-friends-Guys-At-BBQ image

It doesn’t have to be. Although prospecting among friends can be uncomfortable, there is an easy way to do it.

Here’s how . . .

During a casual moment with a friend, say this:

“From time to time, I come across good ideas for [you fill in the topic, such as: retirement planning, estate planning, reducing taxes, etc.]. When I do, would you like to know about them?”

With a negative response, let it go. But often friends respond with “sure.” If so, respond with an “OK”, and give it a couple of weeks.

Then make an appointment to discuss whatever applies by saying: “I ran across something you’ll be interested in reviewing. How about lunch this Friday?”

Social prospecting is easy with this strategy. Just be sure you have a very interesting idea to discuss that you think applies to this prospect.

InsMark’s Referral Resources
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We created Referral Resources to deliver a “do-it-for-me” illustration service in a way that makes sense for your practice. You can utilize your choice of insurance company, there is no commission split, and you don’t have to change any current relationships. They are very familiar with running InsMark software.

Please mention my name when you talk to a Referral Resource as they have promised to take special care of my readers. My only request is this: if a Referral Resource helps you get the sale, place at least that case through them; otherwise, you will be taking unfair advantage of their generous offer to InsMark licensees.

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