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• President and CEO of Senior
Tax Advisory Group
• 16+ years in the insurance industry, specializing in the sale of index annuities
• Company has developed a client base of 700+ clients, purchasing over 220 million dollars in indexed annuities
2014 Senior Tax Advisory Group
Senior Tax Advisory Group
• We are in the Service Business.
• The Service we give will reflect the Income we earn.
• If you really want to increase your income, develop more creative ways to increase your SERVICE.
The 2 Main Functions of our Company
–YOU SELL –YOU SUPPORT those who sell
Senior Tax Advisory Group
2014 Senior Tax Advisory Group 2014 Senior Tax Advisory Group
Team approach Every person on the team is valuable
Standard Operating Procedures Front office Advisors Back office
2014 Senior Tax Advisory Group
Senior Tax Advisory Group
2014 Senior Tax Advisory Group
The secret to giving Great Service.
Remember your 7C’s.
Simple Words that will Effectively Increase your Quality of SERVICE.
Senior Tax Advisory Group
2014 Senior Tax Advisory Group
People have to believe that you are Sincerely Concerned about THEM.
You may say “I am concerned.”
When we are fatigued or having a bad day, we stop showing that concern.
I feel you can’t show Genuine Concern without the 2nd “C”.
CONCERNED
2014 Senior Tax Advisory Group
In-depth product knowledge.
Update your knowledge…books, tapes, product brochures, sales training…
The enemy of learning is knowing; when you feel you know it all and you quit learning, you stop increasing your competency.
COMPETENCY
2014 Senior Tax Advisory Group
Good manners are absolutely a must.
Treat others like you would want to be treated.
Be courteous, be nice, and people will want to do business with you.
COURTEOUS
2014 Senior Tax Advisory Group
Committed to being a student of the profession.
Committed to giving service.
Committed to get through challenging times.
COMMITTED
2014 Senior Tax Advisory Group
Please control your emotions.
Learn composure. Take deep breaths.
Sometimes you have to self-talk.
COMPOSED
2014 Senior Tax Advisory Group
CONSISTENT
EVERY DAY YOU ARE GIVING SERVICE.
EVERY DAY you follow up. Sales people are on a rollercoaster. Let’s work on consistency, being the
same today as you were yesterday. Work on these emotional highs and lows.
2014 Senior Tax Advisory Group
CREATIVE
A pro, when up against a wall, can come up with a move to get the appointment or write the business.
You have to be creative in your sales, and marketing, today.
Most of all, you have to be creative in your ways of SERVICE.
7 C’s Recap CONCERNED COMPETENT COURTEOUS COMMITTED COMPOSED CONSISTENT CREATIVE
Better Service Acquire More Clients Earn Higher Income
2014 Senior Tax Advisory Group 2014 Senior Tax Advisory Group
2014 Senior Tax Advisory Group
Services we provide
Insurance Services Tax Services Legal Services Brokerage Services
Financial Services Client Services Educational Services Community Services
Building Relationships
Finding a company that mirrors your values, purpose and commitment is difficult.
Finding a company that does everything and still offers great Service – even harder…
Davis Life & Annuity has been doing that for our company and clients for the last 16 years!
2014 Senior Tax Advisory Group