How to handle the Rate Conversation
Lately we have been reading a lot about the banks competing heavily for new or renewal business by offering rock bottom rates that we cannot even touch.
The reality is that while we offer expertise, personalized service and professional advice, it isn't enough to complete with a significantly lower rate.
It is our job to make sure we dig a bit deeper to ensure that the product they are getting fits their needs and that there aren't any hidden clauses that could be very costly for them in the future.
There is a way to handle this conversation so that it benefits the client and cements your relationship with them, all in a 10-15 minute conversation.
There might not an application or a single document collected, but possibly a Google review, some referrals and a chance at future business with that client.
I've recorded a video here. Feel free to use the tips and script I have share with you in your business. I hope it helps!
Oh and I have some exciting news! I am offering the Successful Broker Course as a 2 Day Masterclass LIVE with me early in September! You get to learn directly from me and trust me, it will change how you do business!
Stay tuned for more details and dates!
Have the BEST week!
