You're Going To Be Great At This!

Networking is important for the success of our business, sales goals, and even personal relationships. Meeting people and building a rapport with them can lead to other introductions and referrals. But what should you do after a networking event to increase the odds of meeting your goals? Years ago, I would go to a networking event and hand out business cards like I was dealing poker. People would be polite and say "thank you" with an occasional "I'll give you a call". Of course, they did not call. Disappointed, I would question why I should bother and ask myself how this was working for other people. A coworker explained that I needed to be more proactive. Instead of handing out my cards (which are not cheap, by the way), I should be collecting cards from others, and following up on my own. This worked and I was soon booking appointments and getting some traction. Recently, I had Dorien Morin-Van Dam, host of the Strategy Talks podcast (a great listen) and we ...

I recently had the pleasure of guesting on Dave Campbell's "Living The Next Chapter" podcast, which focuses on authors and their books. I had a great time talking about the writing process and my unique way of promoting them. When I was in the process of starting my podcast, I did a search on Spotify and discovered Dave's "How To Podcast" show, which I suggest to anyone considering starting a podcast. At the end of the episode, Dave mentioned that he had a meetup group and that they discussed the podcasting world.  I tuned in and immediately felt welcomed by the group. I learned a lot about the process, but more importantly, I met some great people who were also beginners, as well as others who were veteran podcasters. An interesting note about Dave is that he has 9 podcasts, and how he does it, I'll never figure out. But his knowledge and willingness to help others demonstrate what a good guy he is. Give it a listen and check out Dave's other podcas...

I recently had a great talk with Dave Campbell from True Media Solutions and host of 9 (!) podcasts. We discussed how people don't take action and delay their goals because they are waiting to learn more and their desire to make it "right the first time".  If you are in the process of starting a business, a podcast or any other project, and you keep putting it off until you think the time is right, now is a great time to listen. And please subscribe or follow. Chris Castane s is a humorous speaker who helps sales people succeed through workshops and humorous presentations. His new book, "Nearly Motivated" is available on Amazon. For booking information,  click here . His new podcast,  "You're Going To Be Great At This!"  is available on most platforms.   He's also the president of  Surf Financial Brokers  selling life and disability insurance in several states.

If you're anything like me, you hate to cold call. Especially when the weather is nasty. But when I first started out in the business, I had to "drop in" on people because I didn't have any contacts or referral sources.  Working in a B2B setting was difficult to get the decision maker when he or she was out playing golf or "taking the rest of the day off" when it was nice and sunny. I did realize, however, that the odds of contacting business owner and manager increased greatly when the weather was bad. I also realized that the worse the weather was, my competitors wouldn't be out in it either. That left me, alone in the rain or sleet or hail, to call on prospects that I wanted to convert to customers. And it worked more often than not. If you're having a hard time trying to pin your B2B prospect down, try making an in-person visit or a phone call when the weather is bad. It may work for you.    Chris Castane s is a humorous speaker who helps sales ...

A friend of mine recently did some contract work for a company. The project took several weeks and the work was much more detailed than my friend anticipated. Not only was the work itself difficult, but so were the other people who he had to deal with while completing the designs and other specifications.  When he was done he did something very important. He waited a few days and then took an objective look at the entire process, where he discovered what worked well, what didn't work well and the lessons he learned in the process. He even posted all of this information in a "bullet point" style on social media. With that information, his future projects will be somewhat easier if he runs into the same issues. Many people in sales and marketing fail to do this. If something works well, they just move on to the next deal. But if they hit a snag and fail to get the sale, they complain about something, usually the client or the working conditions, without having an honest ass...

For a brief few months I worked as a telemarketer for a small firm owned by a young married couple. The husband was a bit of a hot head and kind of a jerk on occasion, but his wife was nice and had to put up with the guy.  One of their clients was a mobile home company that wanted people to come to the lot and see how awesome their singlewides and doublewides were. As telemarketers we offered incentives like a cooler and camera (back when they weren’t part of your phone) and other assorted giveaways. We got a small commission if we could book the client. My coworkers and I would call from a list of leads that our employers had purchased from someone. These leads were supposedly “qualified” ahead of time, meaning that they had been vetted to meet the needs of the client, the mobile home company. Unfortunately, most of the leads were useless. The people we spoke to didn’t live in the right geographical areas or their incomes were too low.  “Why aren’t you guys closing anyone?” t...

As an author of a book on sales I am asked to speak to groups of sales people. There are times, however, when I give a presentation to a civic group or some other kind of organization that isn't necessarily a sales group. For those I adapt my talk to let everyone in the audience know that they are, indeed, in sales. I will usually ask the audience who is in sales. A few hands go up. Then I ask who is not in sales and more hands are raised. That's when I break the bad news to them. They are in sales whether they think so or not. As the old adage goes, the first step is admitting you have a problem. It makes me want to put the audience's chairs in a circle and have a "sales intervention".  As discussed previously, we are all in sales in some form or fashion. Luckily,  basic sales techniques are easily transferable to other parts of our lives. Anyone who has tried to convince a coworker to try a different approach to a problem is in sales. Singles bars (are they stil...

In my first book I told the story of going on a call with my sales manager, Tom, who was obligated to observe each of the people on our crew every few weeks or so. Fortunately for me, the manager was pretty cool, even though he was a couple of years younger than myself. He had apparently gone to work for the insurance company not long after getting out of high school and had done well enough to get a small promotion. With that being said, these "ride alongs" weren't as horrible as I expected them to be. We'd usually take his car, which saved me gas money, because driving around in the middle of nowhere doing door-to-door sales could rack up a lot of miles and waste fuel. On our first stop Tom taught me an important lessons in sales. When making a sales call with a coworker, make sure that only one of you is doing the talking . The best way for this to succeed is to decide before going into through the door who will make the presentation.  If we decided that I was to g...

Several years ago I was arriving to a networking event a bit late.  I parked my vehicle near the back of the lot and walked past all of the other attendees' cars with their wraps and sign magnets. I noticed a few realtors had attached business card holders to their cars. For some reason I kept thinking about how smart it was to let people grab a card while I could be doing other things, like shop. A few years later I bought one of these card holders from a local office supply store. I measured out how much room I had on the back of my car as well as the size of the card holder. Next I went to Vistaprint and designed a sign magnet with enough room for the card holder to stick on without blocking my message. You can see the results below.   I quickly realized that the sun and rain would make my cards look "weathered" after a while so I learned to only leave 2 cards in there at a time. (Cards costs too much to throw out a dozen at a time because they got soggy.) This also ma...

I've been off the grid for a while, and for good reason. In a nutshell, I had hit a wall. Creating content for this blog, along with memes (which I hope are funny) and short videos takes a toll. And since I have another role as president of Surf Financial Brokers , which can involve lots of travel, my time and mental energy had nearly gotten wiped out.  However, I have also used that time to decide what I wanted to focus on in my next book. My only other book, " You're Going To Be Great At This! " was written and published in 2017, so you would think I have more to offer. But I didn't want the follow up to be the throwaway information. In a lot of ways it's like a musician who releases several albums and then the record label wants to release the stuff that sucked and didn't make it to the other albums. I don't want to do that to you. Also, my master plan is to use the next book as a link to my future speaking engagements. Hopefully Covid is behind us ...

For the most part, selling insurance is a Monday through Friday job, with a few exceptions. There are those people who are only available on the weekends, and for those clients I make appointments. However, there was a time at the beginning of my sales career when a sales manager required us to cold call on a Saturday and it didn't always end up as planned.  Our sales crew had fallen behind in our production goals and apparently the sales manager was getting grief from his boss (or bosses). Either way, he announced to us during a Friday morning meeting that we would be working the following morning, which was a cool Saturday in the fall. No one was pleased to hear this since most of us had plans to sleep in or do something more enjoyable.  After we complained a bit the manager said we could ride in pairs, so I looked over at a guy I knew and got along with, Frank. We nodded at each other and after the meeting we came up with a game plan for our Saturday morning. Frank said he ...

Covid is starting to show a steady decrease in cases, hospitalizations and deaths, which I hope continues. Of course, the Debby Downer in me sees the cold weather and holiday gatherings around the corner, which can mean that people are gathering indoors again. Let's continue to think positive thoughts though. With that in mind, I have been considering in-person networking events that have begun again or will soon. I have attended a few online events that really didn't give me an opportunity to really network, as we had to wait for our turn to speak, which can dampen a spontaneous conversation. One of my concerns is that for those who have not done any networking in person, this skill set can be rusty. Also, there are those who haven't gotten into a field during the pandemic and have never even been to an event before.  There will be those people who will jump right back into networking and say "It's just like riding a bike!" Bless their hearts! For the rest of...

When I talk to sales organizations I give my definition of sales, which is a bit different than the one you would find in a dictionary.  A sale is the actual transaction, where "sales" and "selling" are the steps that lead up to that transaction. You see, sales is trying to convince, cajole or urge someone to take action now , not later. Also, there does not need to be a monetary goal at the end of the process.  Think of a college basketball team. The freshmen, who have come from different high schools with different coaches, are now playing for their new coach, who has a specific game plan in mind. He has to convince his new players (we're assuming that the upperclassmen have been convinced) to "buy in" to this plan so they are all on the same page.  Anyone who has tried to talk a co-worker into trying a new way of doing things or tried to convince a toddler to eat their vegetables is "selling". In other words, we all sell.  But the part of ...

Over the years I have moved around a bit working for several companies. The reasons for doing this have varied, but mostly it came down to a couple of factors. The first one being money.  For example, I went to work with a very large insurance company years ago. They offered me a base salary and a commission based on my sales. My job was to contact current clients and have them come by the office to purchase life insurance. When these people would come into the office the other staff members would write the policies seeing notes I had already put into the client's file. I didn't get my commissions and brought this up to my superior, who didn't care. After seeing this happen again and again I left with no explanation.  Another reason I have left jobs is because the recruiting manager was less than truthful about the job. As I have mentioned in my book, when I interviewed for my first sales job (I was right out of college) the recruiter said all kinds of things that weren...

It doesn't matter what you sell, or whether it's a product or a service, we all deal with people who just will not commit to buy, much less keeping an appointment. Some people would say that these people are not ready to buy or they are on the fence. One of my co-workers would just call them "flakes". And as she says, "No one likes a flake." When I lead a sales training session I mention that my definition of sales is a bit different than most people's. To me, sales isn't a transaction, but an attempt to convince someone to do something that may or may not want to do, but do it as soon as possible.  Let's use the example of a family that needs a new car. The old one is on its last legs, high mileage and needs to be serviced quite frequently. The purchase of a new vehicle keeps getting put off for several reasons, but more than likely this family just doesn't want to spend the money on a car.  Or we could use the example of a young family that...

In the previous post, I discussed how companies, and their management teams, react when sales drop. The numbers affect the bottom line, which affects the profitability of the company, which in turn can lower bonuses and other perks, like profit sharing. The company, not sure what to do, begins to institute a program of micromanagement, making everyone more accountable for their time, while at the same time, making all the sales people miserable. That's the macro perspective. On the other hand, what happens to the sales person is a bit different. Especially if they are dependent on commissions, which are a reflection of their sales numbers, to pay their bills. Yes, they are miserable because they are under a microscope from management. Suddenly the sales person has to copy their bosses on items like details of appointments, how many phone calls were made, why the customer didn't buy and so on. Along with getting pestered by management, the sales person is also having to figure o...

As mentioned in the previous post I have worked with a lot of different companies over the years, and a few had a sales training course which I was required to attend. The one I discussed earlier focused on memorizing a sales pitch word for word and indoctrinating the class into a "cult" of positive mental attitude (PMA). I think the latter was because their product was so horrible we had to keep a plastered smile on our faces while trying to sell it. About 15 years later I went to work for another insurance company which had a completely different approach to their training. All they taught us for a solid week was their products, which were okay, but made the training meaningless since we weren't given much other pertinent information.  Imagine I gave you a toolbox and said, "This is all you need. Now get out there and build me a house!" If you had no construction experience, you wouldn't know which tools were appropriate, how to plumb pipes, saw wood, when...

When one is hired as a new sales rep for a company, they may be required to attend a sales training course as part of the onboarding process. Recently some coworkers and I were discussing the various companies we have worked for over the years and how these training sessions differed from one employer to the next.  My first job in sales had a required two week sales class. As I have mentioned in previous posts, this company was so shady that we were in the third day of the training when one of our classmates finally realized that we were hired for door-to-door sales. "When were you going to tell us?" the angry young man screamed at the instructor.  It had been previously suggested to us that we would have clients ready to see and that referrals and leads would be served up on a silver platter. None of these things were true, as were most of the other things they told us while hiring us. This was my first experience dealing with a company being less than truthful with me, but ...

As a person who enjoys networking, I do my best when it comes to sites like LinkedIn. So it was a nice surprise when  I recently met Michael Seabolt through a LinkedIn insurance professionals' group. As I am an insurance agent who works directly with clients, I thought it would be interesting to give you some insights from the perspective of someone who works behind the scenes with agents and financial advisors.  Michael Seabolt is currently the managing member of Flower Risk Advisors, LLC, a cannabis industry focused tax and risk mitigation consultancy. In this role, Michael consults with cannabis business owners and executives, and their tax and legal advisors, providing risk and tax management solutions for the legal cannabis and hemp industries. Michael also is a contracted consultant with Bell & Associates Consulting, LLC is Phoenix, AZ which is an independent insurance brokerage firm representing over 70 of the largest life insurance and...