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Showing posts with the label leads

Adam Griggs Discusses The Entrepreneurial Journey

As entrepreneurs, business owners and other self-employed types, we are always try to learn how to work efficiently, maximize profits and keep our focus on the future. Sometimes, we overlook an obvious resource. By listening to the stories of how others in our shoes have made the journey to successful business person, we can see how our own stories are either similar or completely different. I personally love reading biographies of successful business people throughout history. Recently I finished David McCullough's book, "The Wright Brothers". Most of us know the story of these two bicycle shop owners who figured out how to fly and control the flight. However, there were other parts of this story that I learned. Their tenacity, business acumen and planning were integral to their success.  This is usually the case of most successful people.  By reading or hearing of these kinds of examples, we can look at our experiences to learn as well. Recently I had Adam Griggs of the...

Lets Go Whale Hunting

We all want to land that one big prospect that can make our month or year. But how do we work on that "whale" while working our usual market? In this episode of our podcast, I discuss how to recognize which ones of these "whales" we are targeting and how to turn them from prospect to client. As always, I appreciate your support. Please follow/subscribe to the podcast. Thanks! 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.

My Short Post On Social Media

Are you leveraging social media to help your business? Are you posting daily and creating content like the "experts" say to do? Most importantly, are you getting results? I've tried using most of the more popular platforms for my insurance business, as well as my writing and speaking business. To say the results are "mixed" would be generous. This may be because I really haven't invested much into advertising on these platforms.  The way I see it, when Facebook, for example, allows me to set up a free page for my business, that is like a "free trial" to see if I can get any interest in my product or service. After nearly 15 years of this trial period, I have garnered little to no business.  One can come up with two arguments here. The first is why would you throw money at advertising when you haven't seen any returns. The other side is that "you could have done better if you had quit being a tight ass penny pincher." Fair enough. But ...

The Telemarketer's Leads - A Dumb Story

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...

Planting Seeds Vs. Landmines

Analogies are everywhere in business these days, but the sales profession has some of the best ones. One I have used for years is that when prospecting and marketing for clients, you should be leaving landmines everywhere, because sooner or later, someone will "step on it" and your sales will blow up. Recently, Davan Johnson, a coworker and friend of mine, appeared on my YouTube channel and we discussed prospecting for clients. He used the analogy of "planting seeds" while "preparing for a harvest". I chuckled as I explained that I preferred my more violent analogy. "I'm attaching life insurance applications to the landmine," I said. Feel free to use either analogy when you consider your prospecting plans. Both have the same principle, which is to always look for opportunities to meet people and tell your story.  You never know when one will blossom or explode. Ch ris Castane s is a professional speaker who helps sales people succeed through...

Market Yourself On A Budget

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...

5 Ways To Get Back To Networking

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...

Getting Your Prospect To Take Action

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 ...

Marketing Yourself With Podcasts

I was recently the guest on a Solutions From The Huddle podcast , which was a lot of fun. I'll pull back the curtain and tell you a little secret of almost all of the podcasts in which  I have been lucky enough to participate. They usually either send you the questions in advance or they let you send in the questions you want to be asked. In this case, neither happened.  The host, Titus Bartolotta, did an excellent job. We talked for about 10 minutes before the actual recording started so we could go over the general topics to be discussed. He said something like "I'm going to let you do most of the talking" and he was good to his word. We discussed a lot of great information about insurance, my agency, marketing, my book and a few other topics over the course of about 40 minutes.  This stream of consciousness approach was refreshing to say the least. As Titus was asking questions, I was thinking of other information, and you can hear that coming through. I could actu...

Working Through a Sales Slump

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...

Do Company Sales Training Courses Work? Part 2

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...

Do Company Sales Training Courses Work? Part 1

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 ...

My Conversation With Michael Seabolt

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...

Do You Feel Pressure To Sell?

There are those of us in the sales profession who get paid only by commission. If we don't sell, we don't get paid, so there is a bit more pressure to produce. I've worked in various kinds of pay situations, which include commissions and a draw, a salary plus commission, salaries that increase as production numbers go up, and of course, the 100% straight commission scenario. People who work on "full commission" are a bit different than most others. When you speak to these people you notice that there is a totally alternative attitude. It's almost like a financial version of one of the danger acts you see at the circus or carnival. To say they are "all in" in an understatement.  At the same time, they may have a support system in place. Perhaps a spouse who works and can assist with paying the bills when sales are slow. Or they may have some sort of passive income, like rental properties. Those kinds of safety nets provide some stability, as well as t...

Do You Follow Up With Your Clients?

There are too many times when we meet a client, get some information from them and, for a myriad of reasons, never bother to give them another call. Maybe they didn't seem interested in what you were offering or they didn't fit into your target market. Or maybe you thought they said "no" when they really wanted to think it over. Whatever the reason is, you need to pick up the phone and give them a call back. When I meet a client for the first time, I do a "fact finder" questionnaire, which sounds formal but really is just a track to run on to get a conversation started. Open ended questions help get the client talking.  When they talk, I listen and ask follow up questions. It sounds easy, but our human nature makes us want to sell our product instead of hearing about someone else's issues. By listening to the client and getting them to open up, we build trust. People love it when others laugh at their jokes and are genuinely interested in their lives.  B...

Should You Take On Clients Outside Of Your Target Market?

We all have a specific market that we would like to aim our attention to, be it business owners, single moms, realtors, or some other group of people. For me, as an example, I prefer working with small business owners, but I also do a lot of work with realtors. I didn't go looking for them, but we just have so many realtors in my area that it couldn't be helped. There are times, however, when you find yourself working in a totally different market, That's fine because in the end a sale is a sale. I'm not going to turn away business because the client was not in my business plan. And neither should you. When you do have someone approach you that you had not planned on helping, it's important to remember they may have different needs and budgets than what you are used to. Your usual banter may not be applicable or appropriate when talking to a new group of clients either. A good example of this is when I recently found myself getting referred to several school employe...

Do I Need To Network?

For anyone who is a business owner, entrepreneur or otherwise in sales, you need to know people. Even if you haven't gotten your business going yet or if you are still in school, networking can pay off for you in spades. Getting your name out there and building relationships is one of the best ways to grow your business. How you do it is up to you, but making it part of your daily routine is of utmost importance. There are several reasons why you should be networking. The most obvious one is to get referrals. Word of mouth recommendations don't cost a penny but are so much more effective than paid advertising. Having someone in your corner as an advocate for you lets others know that you are trusted and good at your job.   Of course, it's important to make sure that the person speaking on your behalf has a good network to refer you to. Sure, it's great to meet the new person in town, but if they don't know anyone their recommendations of you will be limited.  Then t...

Unsatisfied Customers (Dumb Story)

Let's face it, when it comes to selling products and services to people, not everyone is going to be happy. Our job is to make sure that people are satisfied with their purchase, but there are those people out there who, know matter what you do for them, will never be pleased. The root of all of this is the adage that says "The customer is always right." We know that this is not the case. Telling people they are wrong or "misinformed" is hard to do, especially when the customer sincerely believes they are right. When I sell insurance I go over a lot of information, maybe too much. That is part of the job because the majority of my clients really are not insurance experts. They know what they have been told by their family or friends.  For instance, I had a grown man, probably in his 40's, who only bought whole life insurance because "that's what my father bought". We did the math and figured out how much coverage he needed. When I looked at his...