Free 60-Minute Video: How Top Producers Work High-Quality Leads
What separates the agents who consistently turn leads into appointments and sales from the ones who struggle?
After selling annuity leads to more than 3,000 agents, advisors and FMOs since 2010, we’ve had an unusual opportunity to see what successful producers do differently.
In this free 60-minute video, Scott Brooks, CFP®, shares the strategies and real-world lessons we’ve learned from watching thousands of financial professionals work leads.
You’ll learn how successful producers approach a new lead, what they do differently during the first conversation, how they improve their chances of setting an appointment, how they follow up when someone doesn’t respond right away, and some of the common mistakes that can turn a good opportunity into a lost one.
This isn’t a presentation about how to become a better salesperson overnight. And we’re not going to tell you that every lead should turn into an appointment.
Instead, Scott walks through the practical things we’ve observed after more than 16 years in the lead business—including why two agents can receive similar opportunities and get completely different results.
If you’re already buying leads—or thinking about it—watch this before you spend another dollar.
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No obligation. You don’t need to purchase leads from us to watch the video.