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More Testimonials
The testimonials and letters below are from real agents and clients who have put Bill's methods to work. Start growing your business today!
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"Your lessons are powerful..."
After reviewing how raising his limits to 250/500/100 with the Renters and Liability umbrella discount was only about $30 more every 6 months, plus the cost of the umbrella, which was only $101 a year, he said, “Well, let’s take care of that today. Where can I pay?” He expressed to me how thankful he was that I showed him that policy, which he had never heard of, and told me he now understands how crazy the risk is out there. So, thank you again. Your lessons are very powerful."
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"...Answer to a prayer"
"This seminar was perfect for my office! My lead team member has struggled with sales her entire life. After the seminar, she came back to my office and said, ‘This is literally an answer to my prayers.’ She was ecstatic." |
"Energized my office"
“It was a pleasure to meet you! My staff and I have already started using your techniques in my office. Your IFR diagram helped me sell a life policy today! The opening conversations you recommend have energized my office." |


"I enjoyed your seminar so much. I have enrolled my entire team in the program you will be presenting in Maryland next May. I have also recommended your seminar to a fellow agent in Charlotte."
"I am having huge success with the “Your World” idea. This is really making an impact for me. I just closed an $840K mutual fund deal, with $600K more to come. Also can attribute an $8,900 LTC sale and an abundance of life sales as well. I stopped counting, but sold something like 10 to 15 umbrellas in a row in IFRs from this."
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"During the first half of 2011, our team had closed only 8 Life policies by June and lost our edge in Auto. Then, my AFE brought Bill in to work with us. Since we adopted his ideas (4 months ago), we have 54 closed Life policies, lead our AFO in Raw New Auto and our Fall Life campaign. For us, Bill’s biggest difference-making ideas are his “Your World” discovery conversation, and positioning ourselves as Risk Managers versus just insurance quoters. These two concepts completely changed how we talk with our clients and prospects. More importantly, we have stepped up our level of professionalism and are serving our clients at a deeper level!"