Lloyd Lofton Jr. L.U.T.C.

The author makes the case that CRMs do more for the CEO than they do for the sales rep.
He sees the idea of the reps entering their own CRM data as insane.
He says sales reps need to have data updated automatically, in real-time.

11 Best New Presentation Books To Read In 2020
As featured on CNN, Forbes and Inc – BookAuthority identifies and rates the best books in the world, based on public mentions, recommendations, ratings and sentiment.

Every day I see emails, posts or banner ads proclaiming “The New Way Of Selling” or “The Old Way Is Dead!”

What I’m told - in fact, what they want us to believe - is that there is some magical new way of selling.

We’re told we’re not smart enough to understand that the way we’ve been doing it all these years is no longer effective.

“In the bottom floor of Amazon’s headquarters in Seattle you will find a store called Amazon Go. It’s a store of the future where customers shop for groceries, pick items up and just walk out of the store without standing in a checkout line or interacting with a store clerk.”

Featured InsuranceWebX mentor, helping agents and advisors grow their practice.

Charitable giving and college expenses are just two important areas that have changed in the tax code.

In this article we discuss the five most common mistakes people make with their individual retirement accounts and how a professional adviser can help make sure these mistakes are avoided, or at least minimized.

Selling is communication, helping your clients understand you and who you are and why you can satisfy their needs. Whether you struggle with prospecting, working leads, getting the appointment, making the presentation or closing the sale this book illustrates in detail how to successfully complete each step of the sale.

From asking questions, listening skills to learning key phrases that move the sale forward you will find tips you forgot and skills you need. Moreover you will find tips… Show more

Selling is communication, helping your clients understand you and who you are and why you can satisfy their needs. Whether you struggle with prospecting, working leads, getting the appointment, making the presentation or closing the sale this book illustrates in detail how to successfully complete each step of the sale.

From asking questions, listening skills to learning key phrases that move the sale forward you will find tips you forgot and skills you need. Moreover you will find tips on creating a business plan, a marketing plan, getting referrals in addition to sample scripts, key phrases and you will find two complete sales presentations in two different markets as a model to build your own presentations. You should read this book to learn sales from the basics to the advanced or to improve the skill sets you have and create more activity for better results. You will improve your results 15 – 40% in as little as 2 – 4 weeks while reading this book so start with chapter one and make more money TODAY! Show less

Have you ever had a “hunch” about what a prospect or client is thinking or how the meeting is going? Have you had that “gut feeling” that your prospect or client may not be telling you what is really going on with them?

Customers today can purchase insurance from many avenues, whether from telemarketers or over the Internet. One reason carriers have contracted with advisors is that it is easy for people to procrastinate when purchasing financial and insurance products. Advisors help in bringing about action on the part of the prospect.

In today’s economy this is becoming the most important question a small business can ask. And they may need to determine the answer to this question sooner rather than later.

On June 12, 2014, a unanimous Supreme Court ruling claimed that “inherited Individual Retirement Accounts” are not shielded from creditors in bankruptcy proceedings. This decision is slated to clear up confusion about the status of unspent IRAs that parents leave to their children.

Boomers continue to influence life stages and impact your practice as they age into this next phase of their life.

What do people buy, product, feature or benefits?

Questions matter when helping clients "buy".

Signing up for Social Security is the last step in a relationship with our federal government that retiring individuals have been involved in their entire working lives. Each pay period, these individuals had money taken out of their paychecks that they believed would play a large part in their retirement income. When they complete this step, many may experience "The Social Security Surprise" as they see part of their Social Security check being taxed.

You client has called you and said they are thinking about retiring, they have seen articles in the newspaper with retirement tips and a friend of theirs suggested some web sites to look at, now they want your input.

A split annuity Roth conversion strategy can help your clients increase their spendable retirement income while reducing the conversion tax to a more manageable amount.

For many Americans their home represents both security and peace of mind. This article looks at creative ways to protect your home during a critical illness recovery or the passing away of a loved one.

We often mistake management for leadership. In this article are some ways to know the difference.

Putting together a successful sales team will require a large number of different elements, including extensive training. Make a sales team successful with help from the chief operating officer of American Eagle Financial Services Inc. in this free video series.

Being the star in our own business means we have to be good at spinning the wheel of fortune to keep ourselves in front of prospects.

Insights And Solutions To Protect, Grow, And Transfer Your Wealth.

The leading edge of the baby boom generation is now celebrating 60th birthdays, wielding trillions of dollars in spending power. Mature consumers represent a great opportunity for advisors.

An industry related magazine for credit card, gift card and merchant services. My article on using questions to help the merchant pick up lost sales.

How your clients can reduce taxes they may be paying on their Social Security and increase their monthly disposable income.

A two part interivew by Scott Drake from AnnuityNewsNow with me on my two part article in Senior Market Advisor Magazine.

First of a three part series of articles in Life Insurance Selling Magazine.

Series of interviews with The Wealth Channel for American College

A series of interviews I did on Practice Management with "The Wealth Channel", through American College.

We often mistake management for leadership. In this article are some ways to know the difference.