Quit trying to be liked

I frequently head to the local coffee shop to work, strategize, clear my head, and enjoy a nice beverage. My last trip provided a perfect lesson for one of my emails… I walked up to the line. A young woman was in front of me. She was clearly waiting to order but was standing a good 15 feet from the cashier for some reason. I didn’t want to be rude, so I didn’t say anything. She didn’t move. So I waited. And waited some more. Then a different woman walked toward the cashier from another part of the shop. She was about to skip the small line that formed a foul shot’s distance from the barista. The horror! Before making it to the cashier, she noticed our distant, 2-person line. My eyes must have flashed, “No cuts!” because she quickly rerouted to the back of our odd line. Finally the girl in front made the long, 5-yard journey to the counter. That was odd enough, but what happened next really caught my attention… After ordering, the second woman –the one who almost budged in line- came up to me and tapped my shoulder. “I’m really sorry,” she said with a sad and apologetic smile. “I really wasn’t trying to cut. I thought maybe you all had ordered.” I told her not to worry about it. She replied, “I just don’t want you to think I’m a rude person.” I had never seen this woman before in my life, and she cared whether or not I thought she was a rude person?!? As humans, our need to be liked and accepted by others is a tremendously deep-rooted desire. It’s part of our wiring as social beings. Sociology, psychology, and the like address these matters in great depth for a reason. Please step back for a second and reflect on this. So many financial advisors I talk to try to position their likeability as the main offering to their prospects. Listen, at the end of the day, clients don’t care.

You might be the most good-natured person in the industry, but clients want solutions to their particular problems above all else. Charm and good bedside manner are important, but they are not the be-all, end-all. Think of it this way: why politely hold the door for people at the hospital when you can carry them into the ER yourself? That will make all the difference. - Mark Ford

ARE YOUR WEBSITE CLIENTS RUNNING AWAY?

HELP YOUR VISITORS BEFORE THEY LEAVE YOUR WEBSITE!

Don’t let your customer bounce off your pages, offer them live help on your website and make sure you secure the sale or resolve customer service issue the first time round. Our professional website chat operators will take care of your clients 24 x 7 as if they were your own staff. With your competitors only a click away, giving customers the experience they demand, whilst at the browsing stage means you keep customers on your site and you keep them happy.

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Loans for Investors Only

We have programs for new investors and seasoned investors.

1. Fix and Flip loans. We do not ask for Tax Returns or W-2 information. Even if an Investor buys the property for cash we can do a Fix and Flip refi. for them and get cash back in their pocket and cover their rehab costs. 

2. We now have a Fix2Rent program or a Build2Rent program. Just one closing. 

3. Rental Properties, purchase or Cash Out. We also can do the Air B&B's.

4. Ground up Construction Loans. On the ones we have done around the nation we have been able to get them 100% of their construction cost if they own the land free and clear. That way they will have no down payment at closing. If they do not own the land we can help with that also. 
We want to help you before you sign a contract. 

Contact Larry Now:  Lgpotter33@att.net

Do You Fear Losing Current Clients?

Do You Fear Losing Current Clients? - Classified Ad

9/11 Memorial * September 11 attacks * World Trade

Tuesday, September 10, 2019: The Museum will close early for the 9/11 Community Evening. The last ticketed entry is 3:30 p.m.

Wednesday, September 11, 2019: The Memorial and Museum will be closed in observance of the 18th anniversary. The Memorial only will reopen to the public at 3 p.m.

Memorial: Open Daily 7:30 a.m. to 9 p.m.

Museum: Open Daily
Sunday to Thursday
9 a.m. to 8 p.m. (6 p.m. last entry)

Friday and Saturday
9 a.m. to 9 p.m. (7 p.m. last entry)

What is the minimum and maximum amount for clients relative to SRP?

The minimum annual payment is only $50K.  For example, if were were to do a 5 pay scenario into a life insurance policy, the total loan would be $250,000 at $50,000 annual premium payments for 5 years.  There is no overall maximum.  Our lender allows for up to two times the client's net worth to be loaned assuming the client can afford the interest payment.  Maximums for each individual client typically comes into play when working with the life insurance carrier to justify a death benefit amount.

If you are a business owner, tap here now for a conference call, just answer a few questions about your business.

What is the optimum age a prospect should be to take advantage of SRP?

When SRP is used specifically for retirement purposes, there should be approximately 10 years allowed for the policy to grow. Therefore, the 'oldest' age that a policy would be feasible to fund with the intention of retirement income is around age 60.  (This enables the policy to grow for 10 years and loans can begin as tax free income from the policy at age 70.)

If the policy is being used to fund Estate Planning or general death benefit needs then the maximum age is approximately between 80 - 85. This approximation must take into consideration the health of the client, the network and which carrier we will use.

For more info:  Lgpotter33@gmail.com

SRP for Insurance Agents/Brokers

If you are a broker and your firm already sells life insurance,  you may actually be at an advantage to present the SRP to clients. 

Within SRP we work with most of the A-rated carriers in the U.S. If you are already a writing agent for those companies then you are in a position to market SRP. Keep in mind, this would not be a conflict on our end, as SRP is not an insurance product, but does utilize WL, UL, and IUL's as a vehicle to help clients achieve their retirement goals.

For more info contact Larry G. Potter at Lgpotter33@gmail.com

Business Savings on a Contingency Basis

Business Savings on a Contingency Basis