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Old 08-28-2005, 07:22 PM   #1 (permalink)
Stone
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OK wish me luck! tomarrow I have the BIG consultation. I am meeting with a 76 year old lady to reposition her funds to an EIA. This is my first appointment alone and it will be my biggest comission ever ( 30K) so I am a nervous reck.. Fortunatly the accountant I work for will also attend the appointment and tell her why this product will benifit her tax wise..

Got any additional sales tips........... I am soooooooo nervous


OK I know tip #1 don't be nervos but besides that what else ya got?
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Old 08-28-2005, 07:37 PM   #2 (permalink)
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Honesty, eye contact, confident body posture, and open ended questions are the best sales strategies that I've learned. Talking at a client is the worsed thing you can do, getting them talking gives you the best chance for success.
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Old 08-29-2005, 12:52 AM   #3 (permalink)
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try and find something in common with them. Im sure you will do well, you have the right personality to sell stuff.
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Old 08-29-2005, 01:03 AM   #4 (permalink)
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If that doesn't work, bring a pole and dance nekkid against it ;-)
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Old 08-29-2005, 01:20 AM   #5 (permalink)
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Quote:
Originally Posted by Duke
If that doesn't work, bring a pole and dance nekkid against it ;-)

76 year old lady...if it was a man that would be a different story. Now i have this image of some old lady freaking out with stone stripping.
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Old 08-29-2005, 01:22 AM   #6 (permalink)
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You don't know if she's straight laced, neither do I but the visual is kinda funny.
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Old 08-29-2005, 01:53 AM   #7 (permalink)
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good luck
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Old 08-29-2005, 08:39 AM   #8 (permalink)
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I agree with DA....find something in common with her and win her trust/friendship.

GOOD LUCK! Can't wait to hear how it went!
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Old 08-29-2005, 03:47 PM   #9 (permalink)
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Don't overdo it, don't be over friendly. Use simple language, simple terms.

Let the person talk and listen. Selling has a lot more to do with listening than with talking. You're not selling that person money, but security, so be sure to comfort the person - if possible without lying .
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Old 08-29-2005, 06:23 PM   #10 (permalink)
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Well I did it I sold it and the meeting took a turn nobody expected.. poor old lday I asked her to bring me all of her financial statements and noticed that her Stock broker was really taking her for a ride, I mentioned it to the CPA and he brought that up so I didn't look like I was bad mouthing another company.. Turns out her broker sold her mulitpals of the same product, and she lost a CRAP LOAD of money.. the poor thing has slight dementia anyone can take advantage of her.

So my solution to her problems is a good one, and I know it will help her regain atleast sum of the money she lost..

All in ALl I made the sale, probably one of the biggest sales of my life.. but I am not happy, I am sad and EXTREAMLY disipointed in my fellow brokers that take advantage of little old ladies for comission purposes. I am pusing her to submit a complain against morgan stanley, this never should have happened to her and she never should have purchased that product :? :? I am glad she is now my client because I will make dammed sure her assets will be protected from now on... Stupid Broker I don't know how he sleeps at night.

I am more happy to help her than I am about the money, maby I am not such a cold hearted golddigger after all :?
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Old 08-29-2005, 06:39 PM   #11 (permalink)
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Oh Stone....what a wonderful story! I'm glad you made the sale...but more importantly....that you have the confidence in your ability to make such a contribution to someone's life. This is probably money earmarked to help her grandkids in college one day and it's important that it's making as much investment money as it can.

I'm proud of you Stone...you DID IT!
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Old 08-29-2005, 07:31 PM   #12 (permalink)
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Good for you SH, congradulations! Not only did you make some cash but you helped someone out as well. What can be better than that?
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Old 08-30-2005, 12:47 AM   #13 (permalink)
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good job. I knew you would.

You may like making money but you are not a cheat and thats good, now hopefully you can help her.
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Old 08-30-2005, 08:12 AM   #14 (permalink)
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DA....are you still going into Marketing?
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Old 08-30-2005, 03:17 PM   #15 (permalink)
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yeah thats my major, but if i can find better work then ill do that. Id like to run a business.
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