Field Notes
Quick, actionable insights from top Fraternal Financial Professionals. Each read takes only a few minutes and shares a field-tested tactic you can use today.
How to Ask for Referrals Without Feeling Pushy
Real strategies from the field—timing, language, and service-based approaches that increase quality introductions without pressure.
Read articleRe-Engaging Old Leads or Clients
Practical ways to reconnect with past prospects and clients—scripts, touchpoints, and follow-up systems that keep you top-of-mind without feeling pushy.
Read articleHow to Respond When Someone Says “That’s Too Expensive”
Cost objections are the most common in our industry—learn how top agents reframe value, explore budget-friendly options, and move forward without pressure.
Your Most Effective Closing Technique
There’s no single “right” way to close—share the phrases, questions, or moments that consistently help you seal the deal.
Turning Service Calls Into Sales Conversations
Find opportunity in beneficiary changes, address updates, and review calls—without sounding salesy.
Maintaining Momentum in Slow Months
When activity dips, pros lean on repeatable activity goals, micro-wins, and time-boxed outreach blocks.
|