three ways to improve client engagement and increase sales ... · microsoft powerpoint - three ways...

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© 2019 RetireReady Solutions®

In cooperation with National Tax-Deferred Savings Association

Edward T. [email protected], RetireReady Solutions

Three Ways to Improve Client Engagement and

Increase Sales



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3 Ways to Improve Client Engagement

and Increase Sales


Power of Stories

Tip #1

Stories Connect

Facts Inform (at best)


Retirement Crisis

• 1 in 5 Americans have no retirement savings

• Half of Americans will work past 65 with the primary reason: not enough retirement savings

• 1 in 3 Baby Boomers have less then $25,000

Northwestern Mutual Press Release, May 8th, 2018

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Power of Stories

Tip #1

Stories Connect


Stories Engage

Amplify with Images



Power of Stories

Tip #1

Stories Connect


Stories Engage

Amplify with Images

“Story makes music out of noise”Donald Miller, Building a Story Brand

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Leverage PowerPoint’s

Strengths (& avoid weaknesses)

Tip #2

Death by PowerPoint

Facts, Figures, Data, Analysis

Too Much Info

Know Your Tool




Tip #2

Death by PowerPoint


Too Much Info

Tool, not a Crutch

Maximize Emotional Connections

Know Your Tool

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Death by PowerPoint


Too Much Info

Tool, not a Crutch

Maximize Emotional Connections



Tip #2

Know Your Tool


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Concentrate on the

ConcreteTip #3

Start with Their World

Academics are Abstract

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Concentrate on the

ConcreteTip #3



Address Client’s Questions

Can I retire

How does this impact my take‐home‐pay


Concentrate on the

ConcreteTip #3


Concentrate on the

ConcreteTip #3



Address Client’s Questions

Can I retire

How does this impact my take‐home‐pay

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Confused by Different AccountsIntegrated Planning

Tip #4

Clarify Their Confusion


Can I Retire?

Social Security

403(b)Other Assets

Pension Plan

Integrated Planning


Integrated Planning

Tip #4

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Confused by Different Accounts

Be Specific and Personal

Articulate Why Take Action

Integrated Planning

Tip #4

Clarify Their Confusion


Interactive Retirement

Planning Tip #5

Address Their Anxiety

Reports are Static

Address Their Concerns Interactively

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Edward T. [email protected], RetireReady Solutions

Three Ways to Improve Client Engagement and

Increase Sales

three ways to improve client engagement and increase sales ... · microsoft powerpoint - three ways...

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