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Life Health > Annuities

Connecting with 'social proof' part 2

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Last month I talked about some of the strategies New Hampshire producer Tom Brueckner uses to build the notion of “social proof,” instilling trust in his new clients. Here are some more observations.

There is some brilliant psychology in the way Brueckner handles his meetings. Within the first 10 minutes of an initial prospect meeting, Bruckner leaves for two minutes, excusing himself to talk to his assistant. Normally, an advisor would never leave an appointment. Yet this allows the couple to get a sense of the room and who Brueckner is.

When Brueckner returns, the questions are always the same. The prospects ask, “Is your son still in the military? Who is the couple on the wall to the right of us?” The next 20 minutes of the meeting is not about annuities or analyzing a portfolio; it’s about Brueckner’s kids, his family and his prospects’ family.

The next part of the interview he asks questions about their investments, losses, gains and their goals for the future. He makes recommendations and presents the product most appropriate. But about 10 minutes before the end of the meeting, Brueckner again leaves the room for about three minutes, telling the prospects, “Gina, my assistant, needs to see me. I’ll be right back.”

When he returns, he looks at the couple and says, “OK, so where are we at?” Eighty percent of the time the prospects say, “What do we have to do to get this started?” He closes by starting the paperwork and then books the second appointment to finish signing the application.

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