Becoming an Introduction Machine: How to Build an Introduction-Based Business in Under 90 Days

By Joseph RR Templin

Question: Why do new agents and advisors fail to launch their financial services careers? Answer: They don't have people to talk to. Over 85% of people who enter the insurance and investment planning world fail in under five years because they run out of leads and cannot replenish the people they call because they have not learned to get an Introduction. They buy lists, use personal observation, or (shudder) cold calls. All are highly inefficient, and it beats you down as a person when you are rejected 99% of the time. There is a better way. To consistently get Introductions, there are three things that you need to do every single time you interact with a client: Tell them you are going to ask for an introduction right up front. Earn the right to ask through the value you provide. Then ask. Actually...there is a fourth thing.: Make it easy. It is that simple. The primary reasons that individuals struggle with asking for an introduction are emotions and discipline. I don't know how often I have heard young agents and advisors say, "Well, I didn't ask because it didn't feel comfortable at the moment." It didn't feel comfortable to study for your exams in college, pass your licensing exam, or pay your student loan payments, but you did it. I never want to go for a multi-hour run or avoid donuts and beer when I'm training, but I do it because of the long-term payoff. If you don't get out of your comfort zone and start asking for Introductions, you will have an extremely short career. You can build an Introduction-Based Business in 90 Days, just like Joe Templin did. If you develop your skill set, you can easily obtain introductions just through the work that you are already doing. It is all about your approach, will, and resiliency. Have people look forward to you reaching out to them. You understand the economics and psychology of getting referred to others, and your clients will likely understand it, as well. The transition from a scarcity mentality to one of abundance will enable you to obtain at least one favorable reference for a new potential client in every meeting. The strategies in this book will allow you to build an Introduction Machine that develops a sustainably growing financial services business with people who like and respect you personally and professionally. In Becoming an Introduction Machine, you will learn: The If/Then Contract. How to cyberstalk clients. The basics of trust and reciprocity. Specific language for getting ideal Introductions. The psychology and techniques of lasting relationships. Thousands of other advisors and agents have used the ideas in this book to get more introductions in a week than they did in an entire quarter. Like those before you, you too can double sales activity and production in 90 days.

• Format: Paperback
• Language: English
• ISBN: B0DD25JHL1
• ISBN13: 9798335409971
• Release Date: August 2024
• Publisher: Independently published
• Length: 289 Pages
• Dimensions: 8.5" x 0.7" x 5.5"