BUSINESS PLANNING CONCEPTS VIDEO SERIES:
STEP 1 – PROSPECTING
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| Helping You Connect with Small Business Owners |
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We want to help you succeed in the underserved business insurance market using our five-step turnkey system, Business Planning Concepts! It contains a variety of easy-to-use resources to guide you through the entire sales process.
The five steps include:
In our last video, Rich Weizeorick, FLMI, PCS, Senior Advanced Sales Specialist and Business Planning Concepts Coordinator, shared two success stories on how your colleagues are effectively using the system. In case you missed it, click here to check it out.
In today's short video, Rich focuses on prospecting—considered the most labor-intense phase of the sales process—giving tips on where to start and taking you through the client materials available on the Agent Web Site. Connecting to small business owners has never been easier! Watch now.
We're here for you!
Remember, Rich is excited to help you succeed in the business marketplace. Give him a call at 800-323-7320, ext. 5309, or send him an email at weizeorickr@mutualtrust.com. Don’t be shy! He'll even send you a Business Planning Concepts toolkit, packed-full of essential pieces like our Producer's Guide.
Keep an eye out for Rich's next video, where he'll take you through the second step, Understanding Goals, and how to simplify things using our Fact Finder and Client Worksheets.
In the meantime, consider browsing our dedicated Business Planning Concepts resources page or registering for our upcoming Business Planning web workshops.
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Executive Bonus on May 13th from 2:00 – 2:30 PM CDT (Register Now).
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Key Person on May 20th from 2:00 – 2:30 PM CDT (Register Now).
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Watch our many on demand Business Planning Concepts web workshops by clicking here. |
Small Business Means Big Opportunities for You! |
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