If you are any type of financial sales professional, you must offer bank CDs to your prospects.  I know you can’t make any money offering and selling CDs but that misses the point.  In this economy, consumers , especially older consumers, want safety.  If you want to grow your business, OFFER PEOPLE WHAT THEY WANT. It’s incredible how much business financial professionals lose because they don’t understand this simple concept: stop talking about your product and your service and offer people what they want.  in the long run, you’ll sell more of your product and service anyway.

You must separate the meeting of prospects (i.e. marketing) from selling.  If you don;t meet6 people, you won’t make any sales.  The way you meet people, is to offer what they want.  Then, once you are face to face, you have the opportunity for fact finding and to sell your product or service, if appropriate.

If you don’t believe me, then read this article of how these financial professionals attracted more new clients in  a couple years by offering CDs, than you are likely to attract in your entire career.

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