Rookies

PRUOne Tutorial

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Rookie: Getting Started

Prospecting Techniques

CREATE YOUR PROSPECT LIST

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Prospect List 2023.xlsx

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SOURCES OF CLIENTS

Guests on your wedding/special day

KKK… (Kapamilya, Kaibigan, Kamag-anak…)

Top 10 richest kakilala

Palengke, Hardware, SMEs

Pila sa UV

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5 EASY STEPS - APPROACHING PROSPECTS ON SOCIAL MEDIA

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STEP 1 - Initial engagement (heart, comment, react, share client’s posts)

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STEP 2- Have a conversation with the prospect (agenda could be in connection with your initial engagement)

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STEP 3 - Feel, Felt, Found Technique

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STEP 4 - Make them aware of what you can do for them as a Pru Financial advisor.

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STEP 5 - Try to set an appointment

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APPROACHING YOUR PROSPECT CLIENTS ON SOCIAL MEDIA

STEP 1 - Initial engagement (heart, comment, react, share clients posts)

STEP 2 - Have a conversation with the prospect (agenda could be in connection with your initial engagement)

STEP 3 - Feel, Felt, Found Technique Feel- empathize with your prospect’s life situation/sharing Felt- mention same story of your friends/clients/self Found- Segue success stories of value of insurance related to the FEEL part

STEP 4 - Make them aware of your what you can do for them as a Pru Financial advisor.

STEP 5 - Try to set an appointment

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HORIZONTAL PROSPECTING - FARMING

FARM, Don’t Hunt

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Nurture and Build Relationships

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VERTICAL PROSPECTING - RDEC

A New Referral System - RDEC

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