We The "Sheeple"

Transactionality

Let’s talk Transactionality for a second; it’s a new word that we came up with here at Thomas Gold Solutions and is really to blame for a premature end to an agent or financial advisor’s career. I caution all of you and recommend that you analyze your “infrastructure”, in other words, your processes and the way you go about building your business. Are you constantly looking for new leads, begging for referrals, running from appointment to appointment talking product and leading with a 10% bonus if you can even find one today without a 20 year surrender schedule? If it’s all about the sale to you and you let the client know that it’s all about the sale to you, then your closing ratios will suffer miserably and you will be working harder and harder to stay afloat. Yes I said stay afloat because it will not be long before you are replaced. Here is your competition; today’s new agents/advisors are providing their clients with an easy to understand look into their futures where all of the pieces of the puzzle come into play. If you’re doing this now I tip my hat to you. If you are making the transition, I wish you the best and I’m happy that you can read the writing on the wall. If you still have a client base of 3,000 people that you’ve seen once it is now put up or shut up time. Changes must be made now or the competition will prove to be too much and I don’t have to tell you what will happen next.

Please feel free to post feedback and stay tuned for more on this important topic.