Do you ever wish you were more successful in the financial services industry? Do you ever find yourself wondering why others have $10 to $20 million in production while you only have $5 million or less?
I can honestly relate to your situation. I opened my insurance/investment business in 1987 and spent my first 16 years with New York Life. Although I had outstanding sales skills and product knowledge, I felt like I was always one prospect short of unemployment. Through carefully planned and executed seminars, I have now reached annual sales in excess of $25 million.
Let me make it clear that there is no “magic bullet” to my success. My first seminars were held in a technical college with catering by Chick-Fil-A. As I’ve already mentioned, success in this business is not a matter of luck. Success comes through relationships, staff, focus and passion. I have surrounded myself with people who share my ethical beliefs and standards. I have a great staff in Dillon, S.C. who take care of matters in the office so that I can conduct my seminars and hold appointments with my prospects. I’ve also learned of the amazing sales opportunities that exist with my clients. Approximately two-thirds of my $28 million of production in 2006 came from my clients, either by adding to their existing accounts or by sending me their referrals.