October 2005

Randy Redley, CSA, CEP

Randy has worked in the financial services industry for over 34 years. His retirement planning seminars have been widely attended by retirees in the Houston, TX; Detroit, MI markets he serves. In addition to retirement planning, Randy also specializes in sponsoring charitable giving seminars on behalf of educational institutions, non-profit organizations and churches including Texas Southern University, NAACP-Detroit, MI Chapter, Brentwood Baptist Church in Houston, TX, and the Greater Christ Baptist Church of Detroit.

Randy will share his strategies on how to sponsor successful retirement seminars as well as help you discover the opportunities available through charitable giving, a lucrative and underserved market in the financial services industry. Randy had 17 appointments from his last seminar, and he closed everyone of them... Find out his secret to turning appointments into sales.

Here are the key points Randy discussed:

• Plate-lickers: Good or bad?
• How to separate the hot prospects from everyone else at your seminar.
• How to capitalize on seminar attendees who already have a financial advisor.
• How to diffuse appointment objections before they happen.
• Outsourcing: Many hands make light work.
• Prospects or Opportunities: How do you view your seminar attendees?
• "My best month in the business was December, don't tell me they don't work".
• January appointments from December Seminars - capitalize on the reality of the season.
• How to disarm and "warm up" attendees with a healthy dose of honesty.

Convert Plate Lickers Into Appointments and
Appointments Into Sales

Listen to this coaching call