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Lee DuBois … the man who has trained more Top of the Table, MDRT, and Advisors of the Year than all other trainers combined!
"We increased Production by 98% with
the same number of Agents. I use Lee DuBois as a recruiting tool, because
young people these days want to know that they will not be left to make
it or miss it on their own. In addition, "Let the Customer Buy"
is a powerful tool to evaluate Agent performance...I should say their
ability to perform." -- F.L. Disability Company. |
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"The Financial Sales Tutor"

Click Here To Meet The Tutors
Video Demo
LD 200 The
Financial Sales Tutor $ 495
3-CD Interactive Financial Sales Training
The Financial Sales Tutor is a 3-CD set
-- built to handle the challenges of today’s financial sales professionals
who are marketing to smart, skeptical buyers in the toughest economy in
our history.
Proven for Compliance/Ethical Selling
It has passed the Compliance Test for 7 top financial organizations –
no exceptions noted!
Self-paced learning at its best
-- a robust 5-7 hours of intense skills-building, characterized by four
Tutors who direct the learning experience:
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| Customer Tutor |
Mentor |
Online Coach |
Product Tutor |
The program is chocked full of compelling videos, role
plays, knowledge tests, games, exercises, and our unique mnemonics that
we call Mental Chains. The bottom line is that something is always going
on in the Sales Tutor – it is never predictable, never insulting
… and most importantly, never boring!
Presentation Module
ESTABLISHING INSTANT RAPPORT
We share secrets on how to get someone to listen to you and trust you.

| GAMES |
- 10 Ways to Make a Favorable Impression!
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| EXERCISES |
- Ways to get into Comfortable Conversation with a Financial Buyer
- Perking up the client’s ears so that they pay closer
attention to you
- Referrals are good; Recommendations are better
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SKILL DRILL |
- Identifying the differences between Attention and Interest
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UNCOVERING HIDDEN NEEDS
Handling the most common set of objections that you face – “No
Need!”
| EXERCISES |
- Listing Financial Buyers’ WANTS that you must appeal to
- Listing Financial Buyers’ NEEDS that you must fulfill
- What happens when they don’t Need you…or your Products
- Defining your Role as a Problem Solver
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SKILL DRILL |
- Protecting your Client Families
- Providing Future Financial Opportunities
- Upgrading Client Lifestyles
- Making Prospects AWARE of your capabilities
- DISTURBing Prospects – why they need your solutions.
- Develop a set of Aware & Disturb questions for specific
Target Markets – e.g., Small Business Owners.
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| TUTORIALS |
- Learn to Explode Benefits so that the Buyer will take action
…NOW!
You’ll see fireworks and learn how to set prospects on fire!
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FIRST IMPRESSIONS
How many chances do you have to make a strong first impression?
| EXERCISES |
- Sincere Complimenting – the days of Flattery and Schmoozing
are gone!
- MNEMONIC: The Sincere Compliment Mental Chain
- 3 weeks of using First Impressions skills. Are you flexible
and versatile?
- Understanding the Two Immutable laws of Human Behavior
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| SKILL DRILL |
- Develop an Aura of Competence and Trust
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AROUSING CURIOSITY
You can now open their minds; learn how to open their minds.
| EXERCISES |
- Understanding the differences between the communication components
of a Benefits Presentation – Facts, Benefits, and Claims.
- Target Marketing: The profile of a small business owner.
- Speaking the language of a small retailer. Learn what they buy
– emotionally and logically.
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SKILL DRILL |
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NOTE: Whether you’re selling P& C,
Life Insurance, Disability, Long Term, Health Insurance, or Investments/Annuities,
this section is Killer Good!
THE PROFESSIONAL APPROACH
Be a prospecting machine – construct your own 30-Second Commercial!
| TUTORIAL |
- Opening a seminar, slowing down your presentation, or preventing
Unknown Tongue.
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| SKILL DRILL |
- Develop a fascinating and compelling Professional Approach
- MNEMONICS: Hungry Henry bridging to Mr. Big Ears
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PRODUCT PRESENTATION
You’ll move from “How Great We Are” to “What we
can do for you.”
| SKILL DRILL |
- Eliminating “So What?”Objections
- Minimizing the Negative Benefit Objection
- Constructing the Unit of Conviction
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EXERCISES
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- Executing the Close Line
- Quantifying your Worth, your Company’s Worth, and your
Product’s Worth.
- Justifying your Fees or Commissions
- MNEMONIC: The Sales Kebob.
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| TUTORIALS |
- Selling against Price, Tying your Products to a specific Buyer,
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The Tutors will teach you how to make your presentation
UP FRONT AND PERSONAL
CONVINCING THE SKEPTICAL
Converting a confused, skittish prospect into a valued client.
| SKILL DRILL |
- Evidence defeats disbelief. How to use the forms of evidence
like:Demonstrations ---- Exhibits ----Facts ---- Stories---- Analogies
Testimonials ---- Statistics
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| EXERCISES |
- Maximizing the effectiveness of the Financial Analysis.
- Beat the Competition
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Closing Module

WHEN TO CLOSE
How to be in command, but not obvious command, of the sale
| GAMES |
- Determine where the buyer is in the decision cycle
- What to do when someone is ready in the middle of the selling
cycle
- Listen to the trial close, and determine whether it is best
used when a
prospect is Hot, Warm, or Cold
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| SKILL DRILL |
- Learn the proper use of a Trial Close
- Using Magic Questions that will let you know what the prospect
is thinking.
- Gaining feedback at any time during the sales interview
- MNEMONIC: The TNT Railroad – learn the motion of the sale
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You’ll receive your own Sales Thermometer to determine
whether the Prospect is Hot, Warm, or Cold … anytime!
BUYING SIGNALS
The ability to recognize a Buying Signal is a Sixth Sense.
| SKILL DRILL |
- Learn how to respond to Buying Signals when you see or hear
them.
- MNEMONIC: Buying Signals Mental Chain
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GAME
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- Recognizing and Classifying Buying Signals
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| SKILL DRILL |
- Identifying what a certain Buying Signal means
- Evaluating the salesperson’s perspective vs. the buyer’s
perspective
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CLOSING … ETHICALLY
How to accelerate the selling process, where the process if defined as:
Telephone for Appointment > Problem Solving Interview > Financial
Analysis > Proposal Presentation > Decision > Product Delivery

| SKILL DRILL |
- 8 Ways to Ask for a Decision
- Staying in Compliance with non-manipulative Closing strategies
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GAME
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- Your attitude at the time of Decision
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Click
Here To Meet The Tutors

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