PROJECT 200: NATURAL MARKET INVENTORY
As a new Financial Representative, your primary concern will be finding people who can benefit from the strategies, products, and services you now have to offer. And although the market for financial services is fairly large, particularly for insurance products – the first step in building your practice will be to establish your own market. That's why, rather than starting you off with traditional but possibly saturated markets, we provide you with the tools and resources to build sales activity from your “natural market”. Your natural market will provide you with the foundation to begin generating activity and expanding this activity into sales. But, your first goal will be to do some initial planning. Let’s Get Started!
📄ACTION: Download and complete this guide and accompanying worksheets will help you to define your natural market by categorizing individual prospects into specific market groups.
📄ACTION: Download and complete Market Opinion Survey.
Social Media
Complete the Social Selling Certification Courses on GVU. (Must be logged in to GOL to access).
STEP ONE:
Complete Part 1 of Social Selling Certification Course.
This 35-minute course will provide you with an overview of the do's and don'ts for using Social Media.
ACTION: ✏️ TAKE THIS COURSE
STEP TWO:
Complete Part 2 of Social Selling Certification Course.
This 13-minute course will provide you with an overview of Grapevine6,
Sharing content to your social media network(s) is extremely important! Sharing content helps to establish yourself as a thought leader, and is a critical piece of building your professional brand.
ACTION: ✏️ TAKE THIS COURSE
🎬 Achieving Your Goals to Make Your Vision a Reality Video Course
Complacency leads to mediocrity. This compelling and educational message demonstrates the power of having a clear vision for your business and your life. Richard takes the message to a whole new level by teaching proven steps to achieve specific goals and to make your vision a reality. Each step will empower you and your team with the know-how and mindset to achieve more for the right reasons and how to invest enough resources and time to get to where you want to be, not just enough to justify where you are now.
🎬 Center of Influence Video Course
Meeting and interviewing centers of influence is a vital and important part of gaining prominence and becoming famous in your chosen markets. These leaders can be identified easily as they are often the executive directors, presidents, board members, or committee chairs of support organizations. They also could be other professionals such as CPAs, attorneys, or bankers that are known for supporting and working in the markets you have chosen. Watch, listen and learn as Richard interviews an actual association head and then summarizes the tactics.
🎬 Moving Through Obstacles & Keeping Things in Perspective Video Course
As an orphan at age 6, Richard understands obstacles and achieving success. He knows success can be defined in many ways. Yet often obstacles or barriers seem to prevent people from moving ahead or achieving all they know that they can achieve. Deepen your understanding of what influences your ability to overcome obstacles and discover from Richard a powerful set of tools to help you work through obstacles and move ahead.
🎬 Articulate and Distinctly Discover Your Competitive Advantage Video Course
We want to be different; however, different, by its very nature, is polarizing. It positions you immediately to be compared first and then selected. STOP being compared or competing on price and fees - start winning with the discovery of your true competitive advantage. In this course, Richard teaches you step-by-step how to determine your advantage, set yourself apart and be distinct from all others.
🎬 Okay I'm in a Market, Now What?
You have questions. Watch, listen and learn as Richard answers agents' and advisors' questions in a round table setting. This course is full of powerful insights and creative brainstorming that will move you ahead even faster!