Coffee 4 Closers

19/10/2022

As we move into the 4th quarter, many independent advisors feel the pressure. October through December can be challenging to market and get prospects in for closing appointments. But why do some advisors thrive at this time of the year while others don’t?

Rick & Al talk through some common issues advisors see in the 4th quarter and how to overcome them. They discuss how vital goal planning and marketing are throughout the year. Listen for some great tips on making the most of this time!

19/10/2022

The all new Coffee for Closers website is now live! Check it out for early access to weekly podcasts, videos, host information and more! Plus, subscribe to our mailing list for even more great content!

https://c4cshow.com/

22/09/2022

Tune in to Coffee for Closers! Today, Alex and Rick are discussing how to set up your virtual office. If you're looking to start your own podcast or work appointments virtually, this is the episode for you. We'll break down what's needed for both, and offer some tips and tricks for getting started. Thanks for watching, and we hope you enjoy the show!

# sales

13/09/2022

On today's Coffee for Closers, Rick and Al discuss the advantages and drawbacks of meeting clients in person or remotely. Join us today at 2pm EST for some learning and lots of laughs!

23/08/2022

Do you want to learn how to turn "maybes" into "sure things"? If so, tune in today at 2pm; Alex will be sharing his secrets to success on our latest episode of Coffee for Closers.
You won't want to miss it!

18/08/2022

Don't miss today's Coffee for Closers with Alex and Rick as they talk about everything life insurance! From the best policies to the most common mistakes, they'll make sure you know everything you need to about this important topic. Today at 2 PM (EST)..

16/08/2022

Alex and Rick are excited to discuss their favorite business/sales books! They'll be talking about how these books can help you increase sales, so tune in today at 2pm (EST)!

09/08/2022

Tune in today at 2pm (EST), Rick and Alex will be discussing everything you need to know to make sure you're up-to-date on all the latest changes in the annuity world. Don't miss out on this informative discussion!

02/08/2022

Don't miss this week's Coffee for Closers! Alex and Rick will be discussing the benefits and drawbacks of webinars. They look at how to keep your audience engaged and what to do if something goes wrong, and as always, offer a few pointers on optimizing the most out of your webinars!

Tune in at 2 PM EST!

28/07/2022

If you're looking for some great tips on annuities, make sure to tune in to Coffee for Closers today at 2pm. Alex and Rick will be discussing everything annuity related, so you won't want to miss out!

22/07/2022

Join Alex and Rick as they take you behind the scenes, discussing everything from what goes into making each episode to why Alex only wears blue. So sit back, relax, and enjoy a cup of coffee with your favorite closers!

22/07/2022

Don't miss this rare opportunity to learn from one of the best in the business. Tune in today at 2 PM EST to see Fortunato Puleo in action and learn how to close more business deals. You won't want to miss this!

19/07/2022

Don't miss today's show! Alex will guide you through the federal appointment process and discuss the results of his time in the program. Tune in at 4pm for all the action!

14/07/2022

On the latest Coffee for Closers, Rick and Alex discuss interest rates as well as what insurance carriers are anticipating in the months ahead.
Alexander Wellings

07/07/2022

This week on Coffee for Closers, Rick and Alex will discuss how the summer downturn can harm fall production.
Tune in today at 3 pm EST to get their expert tips on how to avoid this issue and keep your business thriving all year long!

01/07/2022

This week's Coffee 4 Closers features an exciting discussion with Melissa Grass, who shares her insights on the Federal Market. Don't miss this chance to learn from one of the top leaders in the industry!

08/06/2022

It can be difficult to get a client to open up about their finances and future goals.

Most of the time, when an advisor sits down with a potential client, all they want to do is dive into discussing money. This can make it really hard for the client to open up and trust them.

Instead of talking about numbers, watch the video to learn what to do instead.

01/06/2022

You should treat every appointment as if they are potential clients because even if somebody is not interested in your services at that particular time, they may know somebody else who is.

By building a relationship with them and showing that you're knowledgeable and trustworthy, you may be able to convert them into a client down the road.

Even if somebody isn't ready to become a client, providing them with valuable advice and information can turn them into a lifelong Advocator for your business.
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25/05/2022

Clients want peace of mind. Why not tell them how to achieve it.

21/05/2022

There are several reasons why you should stop cherry-picking your appointments as a financial advisor.

If you're constantly cherry-picking appointments and only seeing the people who you think are going to be the most profitable, you're missing out on potential clients who could have been just as successful.

Not to mention, you're also missing out on the opportunity to build genuine relationships with your clients.

19/05/2022

18/05/2022

We provide exclusive interviews, sales training, marketing tips, industry news, and more to help you take your business to the next level!

Watch Coffee 4 Closers to stay up to date on everything financial professionals need to know.
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