Holiday Season

Setting Demonstrations During Holiday Season

In the next week or two, when you call am advisor and you'll say: “I am looking for a financial professional who has the capacity to help people in area code xxx with their investment and insurance needs in the next 7 days,” you'll start to hear the following. 

“Call me after the holidays.”  They say this because 

That's an incorrect assumption. If they say, “call me after the holidays” ask them one additional question which is, “is that because you don't have time to work with people and take on new clients, or is that because you think there are not people looking for help?”

Even though you said we have prospects in your area, they do not and listen to the ideas already in their brain. Specifically, their incorrect idea that five weeks of the year is no good for new business. 

You may need to add repeat this simple explanation “I called you because we DO have prospects in your area code making requests for assistance with insurance and investments. In the next seven days, would you be able to help them and accept new clients? 

You are not trying to convince these advisors to take a demonstration; you are not trying to like you to twist anybody's arm.

You want to correct the fallacy of their thinking, which is the misconception about these five weeks of the year. 

The reality, when we look at the data, about 40% of the population in America does not celebrate traditional holidays. They may be of different faiths. They don't have family, or they live alone. They can't travel to go see family. There's a huge chunk of the population that is not sidetracked by the fact that it's between Thanksgiving and in and Christmas.