The Future Life Advisor – Session 3

Course outcome

• How to identify and focus on your ideal clients using the 80/20 Rule to maximize your efforts and results.

• The shift from merely telling and selling to educating clients, providing high-value solutions that meet their real needs.

• Proven techniques to build strong credibility and reputation, ensuring long-term success and trust in the competitive financial services industry.

Curriculum

This course Includes

• Duration : 02:39:54
• Certificate of Completion

Advice from trainer

 "Independence in business is about much more than just working on your own; it's about identifying the right clients, communicating effectively, and establishing a rock-solid reputation. When you master these skills, you'll not only grow your business but also earn the trust and loyalty of your ideal clients. It’s a journey of growth, credibility, and continuous improvement."

Description

In Session 3 of the Future Life Advisor series, T.I.G.E.R. Santosh Nair focuses on the critical Freedom 3: Independence, which life insurance agents must achieve to thrive in their profession. This session outlines three strategic approaches to becoming independent:

1. Identify and Focus on the Profile of Your Ideal Client (80/20 Rule): Santosh Nair emphasizes understanding the characteristics, qualities, and expectations of your ideal client. By narrowing down your focus, you can improve relationships and optimize your energy on clients who bring the most value.
2. Telling… Selling… Educating: Moving from basic selling techniques, Nair teaches how to elevate your approach by educating clients on high-value concepts. He distinguishes between commodities and transformation, guiding you toward creating meaningful impact in your clients' lives.
3. Building Out of Credibility and Reputation: The third strategy focuses on establishing yourself as a credible, trustworthy advisor. Nair explains how to build this reputation, who to network with, and how to create a lasting game plan for success.

By following these three strategies, you can master the art of being independent as a Future Life Advisor—able to prospect with precision, sell with confidence, and maintain a reputation that sets you apart in the financial services industry.

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