New York life Flashcards

1
Q

What do Objectives do?

A

Guide you towards a deserved outcome

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2
Q

What do objectives help you determine

A

If you were successful in the interaction

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3
Q

What are the best objectives?

A

Specific Appropriate and Measurable

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4
Q

What does Specific mean?

A

Describe exactly what you want to accomplish

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5
Q

Appropriate

A

Identify the right objective based on where you are in the sales process

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6
Q

Measurable

A

Describe quantifiable you have accomplished your objective

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7
Q

What must a strong objective have

A

It must be strong effective and objective and be specific appropriate and measurable

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8
Q

How should you open

A

With confidence

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9
Q

How should you introduce yourself

A

Firm Shake hands make eye contact smile.
Show genuine enthusiasm for repressing New York life and the oppurrtunity to help them
Build rapport and make a connection

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10
Q

What do you need to plan for the opening

A

Objectives and a legitimate purpose statement

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11
Q

What does an LPS do and contain

A

An LPS defines for the prospect what will be accomplished in the meeting and what is in it for them

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12
Q

Purpose

A

What will be accomplished in the interaction part of the LPS

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13
Q

Legitimate

A

Clear benefits to the prospect

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14
Q

What needs to be done after you deliver the LPS

A

That he or she agrees with the process

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15
Q

Once you have delivered the LPS what do you need to do

A

That he agrees with the process. A concise close ended question works well to confirm

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16
Q

What does the LPS do?

A

It enables you to confirm with the prospect that he or she agrees with the process.it also aids into smoothly transitioning into asking questions and discovering needs

17
Q

What should be used as the LPS

A

A concise closed ended question works well to confirm

18
Q

What are other things you may want to get from an appointment

A

Information you want to know
Feedback you want to get
Questions you want to ask

19
Q

What type of LPS should be used for the appointment

A

A unique one for each appointment

20
Q

Example of Opening

A

I’m this hour we have together, i would like to take some time to discuss options aimed at addressing any needs or goals you may have concerning you and your family?
Does that sound okay with you?

21
Q

Discovering

A

For our time together today, I would like to ask you some questions around your goals and needs for retirement so that together we can best determine what solutions work best for your specific situation. How does that sound to you?

22
Q

Presenting

A

During this appointment with you, I would like to present a solution focused on helping you reach the financial goals you have shared with me. Does this meet your expectations for this appointment?

23
Q

Closing

A

For this time we have together this morning, I would like to go over the policy and answer questions you may have. Does that work for you?