We have found success in the insurance world through the art of comparison. Charlie's going to walk through some of his past and evolution of this process, but we are in a very unique industry. This is one of the few industries where you can be paid incredibly well, do amazing things for your clients and not charge them anything out of pocket. It's simply a comparison process that we have refined with Charlie's guidance. And I can't wait for you to hear about it.

The art of comparison comes down to a prospect comes into our life, usually by finding the content that we create or through referrals from happy clients. They come into our life, and they say, here's what I have. And then we say, great, let us, let us do an analysis. Let us work through your financial picture and say apples to apples, here's where you are, here's where you could be. And we try to keep it budget neutral.

So, listen in today as we cover the comparison strategy which breaks down complex concepts into bite-sized chunks that your prospects and customers can take away, while shining a light on their scenario and how it could be better..

Just know that all of these methods we are covering in this series work. Listen to this episode and learn more about marketing, try to pick the style that fits you the best, and put it to work in your business!

About Charlie Jewett

Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

About Bobby Alford

Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

Web/Social Links

Website: https://targetpracticepodcast.com