You're Going To Be Great At This!

In a recent episode of You’re Going To Be Great At This! , I spoke with Mandie Sue Mills, Branch Manager at Integrity Home Mortgage Corporation in Myrtle Beach, SC. Building on her previous discussion about marketing to older demographics, Mandie talked about practical strategies for bridging the digital divide when serving senior clientele. In industries like mortgage lending and real estate—where processes are increasingly automated—understanding how to introduce technology to older adults without overwhelming them is essential for building lasting business relationships. Mandie emphasized that working with seniors requires a fundamentally trust-based approach rather than a transactional one. While younger generations readily adapt to new apps, online portals, and e-signatures, older clients often approach new tech with caution or skepticism. The key to success isn't avoiding technology, but rather positioning it as a tool that simplifies their experience rather than a barrier th...

In a recent episode of "You’re Going To Be Great At This!", I talked with email marketing expert Amy Benicewicz about the evolving landscape of digital communication. The conversation centers on how businesses can move beyond basic newsletters to create meaningful, high-converting connections with their audience. Amy shared her "awesome advice" for anyone looking to refine their strategy, emphasizing that email remains one of the most powerful tools in a marketer’s arsenal when used with intention. One of the primary takeaways was the importance of "knowing your why" before hitting send. Amy explained that many businesses fail because they treat email as a chore rather than a strategic opportunity. She encourages marketers to define the specific goal of every campaign—whether it’s to educate, entertain, or sell—and to ensure that the content provides genuine value to the recipient. By focusing on the user’s needs first, brands can build the trust necessary...

On a recent episode of the "You're Going To Great At This" podcast, I interviewed Stone Payton, the co-founder of Business RadioX, about his journey in entrepreneurship, the mechanics of scaling a business, and the power of professional coaching. Stone shared his background and how he transitioned into the world of business media. One of the key takeaways was that scaling isn't just about getting bigger; it's about creating systems and processes that allow the business to run without the constant intervention of the founder. Even those that may sound easy, but it can be a long and time consuming process.  Unlike traditional "hard sell" tactics, Payton also advocates for building genuine relationships. His "pro-relationship" approach to business development, which focuses on providing value first. This process also can take time, but it can also produce much more success and help grow a much more sustainable business.  Of course, this all goes h...

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...

One of the biggest obstacles we face in our careers as business owners, sales reps and other self-employed folk, is getting our mental blocks out of the way so we can succeed.  Carl Willis of Remodeling Marketing Team and I talk about optimizing your mindset for hitting goals and making more money.  By knowing who your customer is and understanding what problem your product or service solves, you can get better clarity around your business.  Carl shares a good story of an entrepreneur who was undervaluing her work, and by virtue, underpricing her product. Take a listen and please follow/subscribe.  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 Br...

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.

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.

This blog usually has actionable sales tips and advice to help you succeed in your business. This time, I wanted to take a look at another part of your business, which is scheduling appointments or sales calls or whatever you need to schedule.  Having a scheduling calendar that your prospects can make your job so much easier. Instead of calling back and forth to pin a time to meet down, you can let your prospect/client pick their own time. According to FinancesOnline.com, online scheduling can lead to 26% more customers, so sharing your calendar is a real no-brainer. I have a Google calendar that I use to book appointments, but I have also been using Calendly and sharing it on my website and social media. The two calendars are supposed to sync up to avoid double bookings, but recently I discovered an issue.  I had blocked out a couple of days on my Google calendar for a business conference, but Calendly was still showing those days as available. After trying to find a way to f...

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 ...

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...

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...

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...

When I graduated from college, the idea of a career in sales was not scary, as much as it was just strange. In my head, sales people were pushy, manipulative and a bit underhanded. There was no way I was going to be the stereotypical sales guy.  However, I was in need of a job, so I used some sort of twisted logic to believe that if I could do well selling crappy accident insurance plans, I could move up in the organization. I apparently was incorrect on several parts of that argument.  It didn't work out that way at all. But I did get some basic sales training, which helped me in my next career move, which was at an office supply company.  The owners of the company had decided that they needed to add an outside sales person to the mix, something their competitors had been doing for years. They took one of their employees, Ed, who worked part-time in the retail store, and moved him to a newly created outside sales position for a summer. With no training, Ed managed to get...

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...

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...

A few weeks ago I joined an online meeting sponsored from a LinkedIn group. This group usually has a presenter or speaker who gives advice to the group, which is mostly made up of small business owners and other entrepreneurs.  As the presenter talked about sales and ways to improve the bottom line, someone in the group asked a question about how to manage others when sales drop. The speaker made a comment that hit me in the gut. "As sales decrease, there is an increase of micromanaging." Words had never been truer.  I immediately thought back on all of the times when my own production had taken a dive. On those occasions when I was working in an agency with managers, the micromanaging would begin. There was much hand-wringing. "What are we going to do to get you out of this slump?" I would hear.  My first thought was to ask, "Where were you when I was doing well?" I thought better of asking, because I knew the answer already. And the answer to getting out...

One of the great things about being an independent contractor is that I, as a "business owner", get to make my own decisions when it comes to marketing. Instead of trying to reinvent the wheel, I can look at what has worked for others in my industry and put my own spin on that. But every once in a while, I like to see if I can find a way to reach prospective clients in a way my competitors haven't. At the end of last summer I was having a meal at a chain restaurant. Our server, a young woman in her early 20's, was lamenting that people stole her pens when paying with a credit card. "I have to go to the store each day and buy pens," she said with a tired look in her eye. "People just assume that the pens are for the taking." I nearly forgot the conversation until a few weeks back when my own daughter, who had just gotten a job as a server at another chain restaurant, made the same complaint. She had called to ask if we had any extra pens at our hous...

In the previous two posts I discussed a couple of company sponsored sales courses that I was required to take as part of my onboarding. One was focused on memorizing a sales pitch word for word with some extra emphasis on keeping a positive mental attitude. The other was nothing more than product training. Both of these companies had a lot of turnover, which meant that they needed to constantly hire new agents as the previous agents would quit just as quickly.  With this in mind, I would be remiss if I did not discuss one of the better sales courses. This sales class was with a very large life insurance company (I'll call them ABC) and was more comprehensive than the others. In my mind, the larger the class, the more turnover the company had. And as we have seen, more turnover means less successful sales people. Our class at ABC only had about a dozen of us, so that seemed promising.  One of the first things they mentioned was that only about 15% of the applicants had made it ...

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...