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Six Tips to Act Naturally After the Financial Assessment

The Beatles sang these words in their early hit “Act Naturally”. “They’re going to put me in the movies, They’re gonna make a big star out of me. We’ll make a film about a man that’s sad and lonely, and all I gotta do is act naturally”. The message is those who succeed are true to themselves. Consider the most successful actors and actresses you know and most have a common persona that carries across all of their films.

One professional sales trainer touched on this in his book noting that in listening to several successful salespeople he was able to actually feel the difference. Not so much the words they say but how it made the listener feel. He added that they seemed to act natural with the common trait of simply being themselves. This is extremely important as this Monday we embark on a new way of doing business with the Financial Assessment. Will you be nervous asking the required questions or act naturally?

Here are a few points to keep in mind that will help you act naturally:

1. Know and track your ratios: Calls to appointments, appointments to applications, applications taken to closed loans…

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