Are you looking for a way to be in front of more prospects? Are you looking for ways to attract higher quality prospects to you? Then, consider sharing your clients and prospects with other successful agents and advisors in return for them sharing their clients and prospects with you.
When done right with the right people, it can make your search for new and better prospects much easier! Think about it: It’s smart marketing. You control whom your clients sees, and your clients get what they need from someone they can trust.
It helps establish you as a trusted advisor instead of just another salesperson. And, it can dramatically increase your sales and income. Best of all, it can keep you from losing your clients to other agents, who are in direct competition with you.
Why sharing works
Consider this: If you want to be really successful in sales, you must specialize. You must become the respected and trusted expert in one area. It’s a big mistake to try to do it all, which means your primary focus must be on offering just one or two products or services. For example, if you are an investment advisor, you should only be offering investment products and/or managing investment portfolios. You should not be trying to sell LTCI, life insurance, Medicare supplements, DI insurance, property and casualty insurance, and health insurance.