You're Going To Be Great At This!

I met Carl Willis a few years ago through LinkedIn and I immediately was struck by his generosity. He is always happy to get on a Zoom call or accept my invitation to appear on my podcast. He has even invited me on his podcast, as well as other online events like his webinar.  In this episode, Carl and I discuss working on skillset, and more specifically, communicating your business' mission online. Listen in and let me know what you think. And please subscribe/follow the podcast! 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 ...

Many of us who have been in sales and marketing for a while have been fortunate to have someone mentor us early on in our careers. The best mentors help us negotiate the potential roadblocks that could keep us from sales success. We lean on them because if we can learn from their mistakes, we won't make as many of our own. As I have said in the past, a good mentor should have no financial connection to your business. I'm not saying they can't, but the best possible scenario is one in which their income doesn't depend on your production, like a manager. And although they may be a good mentor, it's not ideal. When I first got into  door-to-door  selling insurance I didn't know what a mentor was. But there was a kindly older man who felt bad for me and the rest of our sales crew. He'd always say something like, "You're doin' good! Hang in there!"  This guy had been with the company for decades and was actually successful, despite a horrible st...

One of the biggest hurdles I've faced in my career has been finding prospects, moving them through the sales process, and turning them into clients, all while constantly being on the hunt for more prospects. It's an endless cycle. (In my industry, it can be even harder to sell something when people ultimately don't want to buy. If your client is a young couple with kids and a mortgage, do you think they would rather spend money on a vacation or a life insurance policy?) Having a good referral system and making networking effective are the best ways to start the process of keeping the pipeline full. Having a center of influence or creating a friendly relationship through networking can save a lot of time and be much less expensive than buying leads.   One of the most effective things you can accomplish is to establish a "referral network". This may take some time to get going but if you can find four or five good sources who are willing refer to each other, you can...

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...

Sales people know that one of the hardest parts of the job is prospecting. As a former colleague of mine used to say, "I spent most of my day just trying to find someone to talk to." Prospecting is what keeps the sales pipeline full. An empty pipeline can mean trouble.  Of course, there are different ways to solve the issue of the pipeline. One is to cold call, which can work for some people. I spent the early years of my sales career calling on people at their homes, which was a horrible way to work. Putting yourself in the prospect's shoes, you probably wouldn't want someone to come to your home unexpectedly while you were relaxing after a hard day at work, much less someone trying to sell you something. Personally speaking, I have no problem whatsoever with cold calling businesses. As a matter of fact, after calling on people at their homes for a year of so (and having guns pulled on me), any fear of cold calling an office building was non-existent. The battle was ...

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...

One of the things I appreciate about LinkedIn is the opportunity to meet and network with people who are in the same industry as myself. I recently was afforded one of these opportunities when I had a chance to talk with Pat Ardern.  Pat Ardern is the Branch Office Supervisor of the Transamerica Financial Advisors branch in Stillwater, Oklahoma and she supervises securities licensed reps throughout the state. She enjoys travelling and spending time with her two children and grandson, and she is active in the community and her church.   Below is my conversation with Pat. First off, I'm curious as to how you got into the financial services industry.   I was laid off in 2007 after the company I had worked with for 9 years was purchased by another company.  As I watched the furniture being carried out of our office, I felt like someone had died.   The next morning I woke up with the question, “What do I do now?” This was a transformative event for me which brou...

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...

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...

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...

As a member of several sales groups on Facebook and LinkedIn I have noticed that the question that is asked the most is "Where do I find clients?" When it comes to selling, this is the proverbial conundrum wrapped in an enigma inside a puzzle. If you haven't read my book , one of the themes is that many companies are offering full commission sales jobs, which means that they can hire anyone and everyone at minimal risk because if these new recruits don't sell anything, the company doesn't have to pay anything. That puts a lot of the responsibility for finding prospects on the shoulders of the new hire.  As I state in my book, my first real sales job was selling insurance door-to-door in rural North Carolina. In the hiring process we were told that we would pick up renewals from people who had the policy and "they will give you the names of people to see". The implication was that when I showed up to get a renewal check there would be several names on a s...

Everyone wants to be successful, but not everyone knows how to define that success? Is it a nice car and a big home in a great neighborhood? Is there a specific time you know you have "arrived", like when you are driving your yacht or playing golf at a very exclusive resort? Or is it when you finally break $100,000 in sales, or better yet, personal income? The answer to all of this is very easy to determine. The way to succeed is to first have a goal. When you reach that goal, you have succeeded. That's when you set another goal and do it all over again. You can have more than one goal and have a series of smaller goals to get there.  Let's say that your ultimate goal is to make $100,000 in income this year. What activities do you need to accomplish to hit that goal? Assuming that each sale makes you $1000, you are going to need 100 sales over 50 weeks (you get 2 weeks vacation), so we have now broken it down to bite size pieces. Two sales a week will garner you $100,...

I haven't posted a good "dumb story" in a while, which is unusual since I have so many of them to share. To be honest, I nearly forgot about this incident until the person involved came up in conversation a few weeks back when I was having lunch with a former colleague. Here's what happened. Several years ago I was working with a company (I will call them Company A) which had a very limited menu of insurance products to offer. The guy who recruited me, Fred*, was a tobacco chewing good old boy who looked like he couldn't get home fast enough to watch reruns of "Hee Haw". He was a member of the management team and, after meeting the rest of them, I realized this was a great example of "birds of a feather". These guys were all used to door-to-door old school selling in low income areas and expected the rest of us to do the same. Needless to say, I wasn't about to start beating on doors in trailer parks for business. Not that there's anyth...

As an insurance agent, I've always been concerned that my industry has a reputation for having pushy salespeople. In many ways we are compared to those who sell used cars. When I originally went into the business I was fully aware of this and was resistant to even get into the industry. To be honest, the first company I worked with was guilty of feeding into this stereotype. The reason for this was that instead of trying to be a consultant and helping the client structure a plan with a group of good policies we had to work with, we only had one product. We were product pushers instead of facilitators.  We were trained to be aggressive and to get out of someone's home or business with a check in hand. As my coworker would say, "Your income is in their wallet and you need to do everything possible to get it out of there." We dubbed this "guerilla selling", since we would rush in, try to make a few bucks and get out.  Unfortunately this left me with the impress...