Our Laugh For The Day

Ever been treated like this?

I am working with a client who sent me an e-mail from another agent who he was working with originally. Before he received this e-mail he was still undecided as to who to work with. The funny thing is he simply asked some questions, good questions, and stated he had talked to another agent.

Here is the first paragraph [with all identifying sections taken out].

“With all due respect, I don’t have the time nor the inclination to attempt to justify our strategies with you if you are going to turn this into a “beauty contest” with other agents or products. I’ve been there, done that and it is a complete waste of time. Our strategies are not up for debate at this point. We could use any insurance company we wanted to but with our experience, we know what is best for the client and that is our one true aim.”

Unfortunately there are many in the financial fields that think like this whether it is insurance, real estate, or investments. For levity I will annotate this for you, but the point is deadly serious. Educate yourself about any product or strategy you are considering, ask questions, expect answers, and never work with someone who thinks they know what is best for you!

With all due respect [You’re a fool that can’t possible understand what I am talking about].

I don’t have the time nor the inclination to attempt to justify our strategies with you if you are going to turn this into a “beauty contest” with other agents or products. [I fear we don’t offer the best product and can’t explain the intricacies of why I think this product is better than others]

I’ve been there, done that and it is a complete waste of time. [Once folks understand how little I know I always lose the sale]

Our strategies are not up for debate at this point. [I can’t debate them because I only offer what I am told and have someone else tell me how to sell the strategy]

We could use any insurance company we wanted to but with our experience, we know what is best for the client and that is our one true aim. [Don’t you worry your little head about this, papa knows best what is good for you.]

This last sentence is the one that get’s me the most. What you want to bet what is good for the client [in their mind] is what is best for their pocketbook?

I know the people reading this will understand to stay away from sales people that think like this. Unfortunately there are far to many folks out there that think like this.

Hope you get as good of laugh as I did when I received this!

BawldGuy Here: First, thanks to Dave for the best written comic relief so far this year. Seriously though, I’m always imploring those calling me never to let me get away with sayin’ something ‘hard ‘n fast’ without backing it up in depth, and in detail, to their satisfaction.

As pros, all the contributors here understand that some answers aren’t the ones the questioner wishes to hear, but, well, the answer’s the answer. Again, thanks to Dave for my giggle of the day.

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