Presenting to CPA's to Win Them Over (25 Minutes)

The Wisdom Letter Podcast w/Preston Diamond

• Understanding the buyers needs
  This week's focus is on understanding the innermost wants and requirements of the buyers. What is the most crucial aspect of your client's business? What are their objectives regarding the policy you are offering? Is it to minimize costs so that they can enhance their overall business? Knowing the needs and wants of your clients […]
• Appointment Success
  This week, we will continue our discussion on how to achieve success in appointments. One key factor to consider is whether the account manager is involved in every step of the process, from scheduling the appointment to meeting with the prospect. By making the appointment process more personal, you can give the buyer the assurance […]
• Tips, Tactics, and Techniques
  This week, we're diving deeper into strategies for making a lasting impression and capturing the attention of your prospects or clients. What's your objective? It's crucial to avoid boring your prospects or clients during sales meetings so coming prepared is the key to a successful lasting relationship. Tune in to find out more!
• Presentation Ready
  Join us this week as we delve deeper into the art of presenting to potential buyers. Discover how repetition is vital for success, and how having a flexible playbook that you can tailor to each prospect can guarantee a path to success. Tune in this week to learn more!
• Capturing the Account
  This week, we delve into the significance of the first, second, and third appointments and what you need to secure the account. Regardless of its size, consider this account as an opportunity to leverage and gain much more than just revenue from one client. Tune in to this week's Pearls of Wisdom to learn more!
• Bases Loaded
  This week we have a few tips to help you load the bases as you navigate prospect relationships. Focusing on what the prospect says, using their language, and providing references to backup your selling points will ensure you seal the deal. Turn promises into performance on this week's episode. Tune in to find out more!
• Buyer Ready
  This week, we discuss the importance of understanding why your buyers want to work with you. Being prepared with crucial information when they inquire can make all the difference in closing a deal. Show potential clients that you have done your homework and are ready for any questions they might throw your way. Tune in […]
• How are you going to present?
  This week's episode of Pearls of Wisdom dives deeper into the topic of presentation success. We explore the important question of how you will present to the buyer. It is crucial to ask yourself key questions to ensure your presentation is compelling and keeps the client engaged while also controlling the conversation. Remember, conversations are […]
• Presentation Success
  On this week's episode we will be continuing our discussion on the important points that your buyer should remember after your presentation. It is crucial to communicate to the buyer that in the event of a disaster, you will be ready and capable of assisting them in navigating the challenges at hand and ensuring that […]
• Presentation Key Takeaways
  This week, we focus on how to change the way your client feels about your report of findings. Let your buyer know where your focus is when navigating the fine print of their policy. If the buyer knows the insurance company has their back when they suffer disaster, you can change how they react when […]