The ShiftShapers Podcast

Scott explains how our tactics often turn away potential clients and what we can do differently to make prospects chase after us and our expertise.

We also discuss Scott’s step-by-step formula for making our prospecting more effective and connecting with our target market. Finally, Scott shares the Million-Dollar Prospecting Marketing Lesson that every broker should consider using to attract new clients.

Get full show notes and more information here: http://bit.ly/1PvrGCQ

Direct download: SHIFTSHAPERS103.mp3
Category:general -- posted at: 11:00am EDT

Jim shares his thoughts on how long it will take for telemedicine to become widely accepted by patients. We also explore how telemedicine and some of its components have begun making it easier for those users to become true consumers. We also discuss what needs to happen in order to drive customer engagement and what advisors can do to increase the uptake of Telemedicine.

Get full show notes and more information here: http://bit.ly/1pt8GzL

Direct download: SHIFTSHAPERS102.mp3
Category:general -- posted at: 6:00am EDT

In this engaging conversation, we discuss how brokers can get started with life and the pros and cons of going it alone versus creating strategic partnerships. We also explore techniques advisors can use to approach prospects and clients, such as policy review and others. To gain more knowledge, Brian suggests leveraging wholesalers to gain both product and conceptual depth. We wrap up the conversation by talking about different life insurance policies and today's popular combination products that create a nice fit with work many advisors are already doing with their clients.

Get full show notes and more information here: http://thesaltzmangroup.com/life-insurance-brian-heckert/

Direct download: SHIFTSHAPERS101.mp3
Category:general -- posted at: 7:00am EDT

Dr. Levi joins us today to talk about how Best Doctors came about and shares some shocking findings that they have recently reported. We talk about the importance of technology and data analytics in being able to do their jobs more efficiently and accurately. We also discuss how their comprehensive reviews of medical cases can help reduce health care costs.

Get full show notes and more information here: http://bit.ly/1QMFtWt

Direct download: SHIFTSHAPERS100.mp3
Category:general -- posted at: 6:00am EDT

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