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Author Archive: Bob Seawright

SalesTalk: Difficult Customer Types: Passive Pleasers

SalesTalk: Difficult Customer Types: Passive Pleasers

by Joe Anzalone on Thursday, August 12, 2010

You’ve just had an enjoyable client consultation with a warm, friendly couple.  They asked several excellent questions.  You learned a great deal about their families, careers, and their goals for their retirement.  The meeting went... Read More…

The Final Nail?

The Final Nail?

by Joe Anzalone on Thursday, July 22, 2010

WASHINGTON, DC- Obama signs Financial Reform Bill, Regulation of Indexed Annuities to Remain with the States President Obama signed H.R. 4173, the Dodd-Frank Financial Services Reform Act bill, into law today. Among the myriad of new financial... Read More…

SalesTalk: Build the Agreement Staircase

SalesTalk: Build the Agreement Staircase

by Joe Anzalone on Thursday, July 15, 2010

Plan for your positive responses and make more sales “If I can just see more people, I can increase my sales.”  While it’s imperative to keep your pipeline full, this statement isn’t always true.  Many sales are won or lost during the... Read More…

New Prospects at a Reduced Price

New Prospects at a Reduced Price

by Joe Anzalone on Tuesday, July 13, 2010

“How can I reduce my marketing costs and still bring in new prospects?” Visit SoundTaxNetwork.com During my tenure at Asset Marketing Systems, this is perhaps the question I’ve heard most often.  AMS has always been the leader in providing... Read More…

Maui Memories

Maui Memories

by Joe Anzalone on Monday, July 12, 2010

Hello everyone, and welcome back from the 2010 AMS Conference! I hope you had as great a time as Abby and I did at this year’s rewards conference. Having never been to Maui, it was exciting for us to discover the island and share our experiences... Read More…

SalesTalk: Embrace Your Position

SalesTalk: Embrace Your Position

by Joe Anzalone on Thursday, June 17, 2010

Your weaknesses may actually be strengths… By now, most students of business are familiar with Avis’ legendary marketing campaign launched in 1963. Still lagging behind the dominant player Hertz, Avis made a strategic decision to embrace its second ... Read More…

Safer Havens: Bonds vs. Indexed Annuities

Safer Havens: Bonds vs. Indexed Annuities

by Joe Anzalone on Monday, June 14, 2010

Safer Havens: Bonds vs. Indexed Annuities “The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already, but the simplest thing cannot be made clear to the most intelligent man if he is... Read More…

Best Marketing Ideas

Best Marketing Ideas

by Joe Anzalone on Thursday, June 03, 2010

Senior Market Advisor magazine’s cover story in the June 2010 issue “100 Best Sales & Marketing Ideas” lists some of the best new marketing and sales ideas from the field—including seven from Asset Marketing Systems! As the article points... Read More…

SalesTalk: Broker Bias

SalesTalk: Broker Bias

by Joe Anzalone on Thursday, May 13, 2010

Broker Bias Withers Under the Heat of Third Party Studies From the financial print media to television’s financial “talking heads,” annuities in general and fixed annuities in particular have been criticized as unsuitable accumulation vehicles,... Read More…

SalesTalk: Annuities & Coffee: The Department of Unlikely Analogies

SalesTalk: Annuities & Coffee: The Department of Unlikely Analogies

by Joe Anzalone on Thursday, April 08, 2010

Indexed Annuities, Starbucks approach middle age Consider the recent history of two products. In the American marketplace, both held a pedestrian yet respectable position: solid, reliable, sometimes boring but rarely unpredictable, associated with... Read More…