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William Byrnes (Texas A&M) tax & compliance articles

Posts Tagged ‘sales essentials’

Cloning your Client webinar on Wednesday, April 2 at 8am PDT (sponsorship eliminates enrollment fee!)

Posted by William Byrnes on March 26, 2014


TJSL Banner Webinar

Advisys is sponsoring a webinar on Client Prospecting with Thomas Jefferson’s Associate Dean William Byrnes, the author of the newly released book National Underwriter Sales Essentials: Managing Your Agency.   The sponsored webinar is Wednesday April 2 at 8am Pacific, thus you may enroll without cost!

“While America is experiencing its greatest transfer of wealth, the senior level ‘baby boomer’ financial advisors are retiring out of the market,” explained Associate Dean William Byrnes.  “The next five years presents substantial opportunities for this generation of financial advisors who exercise best networking and face-to-face practices.”

“Many young professionals unproductively spin their wheels when it comes to growing their client base,” interjected co-author Robert Bloink. “The online Thomas Jefferson graduate program is competitive because most faculty members like myself brings decades of business experience into the classroom and keep our students eye on the ball – developing their client books.

“The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors need to convert prospects into customers, win new business, and to grow sales,” added Rick Kravitz Managing Director of the National Underwriter Professional Publishing Division. “The Life & Health Sales Essentials focuses on the selling skills and techniques essential to achieving success—prospecting for new business and the demands of running an agency.”  

William Byrnes continued, “I invite you to attend the upcoming webinar wherein we will discuss topics such as How to Clone Your Clients, What`s Your Point of Difference?, The ‘Ben Franklin Method’ For Winning People Over, How to Cultivate a Network of Endless Referrals, and Marketing to the Millennials.  We will focus on client cloning, including: asking intriguing questionsC2C qualified introductions, and client crowd sourcing.” 

Advisys is the creator of the Back Room Technician financial planning platform,” related its President Ken Kerr. “With over 40,000 users and more than three decades of experience, Advisys has insight into the most popular and effective client presentations used today. Advisys helps its partners to be their best when face-to-face with clients and prospects.” 

TJSL Banner Webinar <— fill in for more information about Professor William Byrnes’ financial professionals program!

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2nd book released for Sales Essentials Series – Managing Your Agency!

Posted by William Byrnes on March 13, 2014


National Underwriter Sales Essentials: Managing Your Agency, the second book by Associate Dean William Byrnes in this soft skills series, released March 3rd.

“The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors need to convert prospects into customers, win new business, and to grow sales,” added Rick Kravitz Managing Director of the National Underwriter Professional Publishing Division. “The Life & Health Sales Essentials focuses on the selling skills and techniques essential to achieving success—prospecting for new business and the demands of running an agency.”  

Byrnes book Managing your Agency“While America is experiencing its greatest transfer of wealth, the senior level ‘baby boomer’ financial advisors are retiring out of the market,” explained Associate Dean William Byrnes.  “The next five years presents substantial opportunities for this generation of attorneys and financial advisors who exercise best networking and face-to-face practices.”

“Many young professionals unproductively spin their wheels when it comes to growing their client base,” interjected Robert Bloink. “The Walter H. Diamond Graduate Program, available online, is competitive because most faculty members like myself brings decades of business experience into the classroom and keep our students eye on the ball – developing their client books.”

William Byrnes added, “We invite our readers to the upcoming April 2 webinar wherein we will discuss topics such as How to Clone Your Clients, What`s Your Point of Difference?, The ‘Ben Franklin Method’ For Winning People Over, How to Cultivate a Network of Endless Referrals, and Marketing to the Millennials. Just email me to join the webinar.”

“For advisors that live in Southern California, I’ll be discussing ‘Prospecting in the Twenty-First Century’ on April 16 for a noon panel at the San Diego County Bar Association.”

For the April 2 (8am Pacific, 11am Eastern) > webinar link < or email williambyrnes@gmail.com

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William Byrnes authors new book on Client Prospecting for Sales Essentials Series

Posted by William Byrnes on March 7, 2014


On February 10, 2014 National Underwriter released its book Sales Essentials: Prospecting by Associate Dean William Byrnes.

“The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors, agents, brokers, producers, sales managers or agency owners need to convert prospects into customers, win new business, and to grow sales,” related Rick Kravitz Managing Director of the Professional Publishing Division. “The Life & Health Sales Essentials focuses on the selling skills and techniques essential to achieving success—prospecting for new business and the demands of running an agency.”  

“My co-author Robert Bloink and I wanted to write from a different focus than our tax books” explained William Byrnes.  “We uncovered that many financial professionals, accountants and attorneys aren’t taught the necessary soft skills in business and law school to develop and manage a sustainable practice after graduation.  This book addresses the soft skills necessary to be the firm ‘rainmaker’ and build a client base.”

Robert Bloink added, “Most young professionals don’t understand that the most valuable skill is the ability to attract and maintain clients.  In the current legal market, there are twice as many graduates as good positions – it’s an employer’s market.  Byrnes book on Prospecting

“In this new book we cover such topics as How to Clone Your Clients, What`s your Point of Difference?, The ‘Ben Franklin Method’ For Winning People Over, How to Cultivate A Network of Endless Referrals, and Marketing to the Millennials,” said William Byrnes. 

“I invite my readers to attend a soft skills webinar based upon the book, sponsored by Advisys, where Robert and I will be speaking about obtaining and maintaining clients. Hundreds of professionals attended our March 5 webinar that focused on lead development.  April 2 will focus on client cloning, including: asking intriguing questionsC2C qualified introductionsrepeating your successful formulae and finally, client crowd sourcing

William Byrnes continued “Jeremy Evans (Thomas Jefferson ’11) invited me to discuss on April 16 at the San Diego County Bar Association ‘Prospecting in the Twenty-First Century’ for a noon panel.”

The book is available at National Underwriter Sales Essentials: Prospecting

To Join the no-cost April 2 Webinar, contact WilliamByrnes@gmail.com

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Sales Essentials: Prospecting and Referrals on Wednesday March 5

Posted by William Byrnes on February 27, 2014


Byrnes book on ProspectingOn Wednesday March 5 (Prof. Robert Bloink) and on Wednesday April 2 (Assoc. Dean William Byrnes) are presenting on 2 soft skills topics about obtaining and maintaining clients.  March 5 will focus on lead development (see below).  April 2 will focus on client cloning, including: asking intriguing questions, C2C qualified introductionsrepeating your successful  formulae and finally, client crowd sourcing.

The webinars, kindly sponsored (thus no cost to attendees) by our friends at Advisys and its Back Room Technician platform, are based on the content from our newly released book in the National Underwriter Sales Essentials series: http://www.nationalunderwriter.com/national-underwriter-sales-essentials-life-health-prospecting-1.html (National Underwriter Sales Essentials: Prospecting)

Complicated products and financial strategies make the need for intelligent financial guidance more important than ever before. However, providing effective guidance is now more time consuming than ever. You must be both knowledgeable and service oriented to advise clients successfully. 

Wednesday, March 5th at
11:00 AM ET / 10:00 AM CT / 8:00 AM PT

“Sales Essentials: Prospecting and Referrals”  Enroll now >>

Robert is co-author of The National Underwriter Company’s soon to be published book, Sales Essentials: Prospecting, along with William H. Byrnes, Esq., LL.M, CWM. In the past five years, Robert worked to put in force in excess of $2 billion of death benefit for insurance industry producers. His financial products practice incorporates sophisticated wealth transfer techniques as well as counseling institutions about their insurance portfolios. He is a professor of tax for the Graduate Program of International Tax and Financial Services, Thomas Jefferson School of Law.
Robert joins us through special arrangements with the National Underwriter Company, the industry’s leading publisher of expert authored reference materials
for insurance, tax and financial planning professionals.

A few of the important topics we’ll cover include:

  • Phases of relationship building to cultivate a web of clients and referrals.
  • In-person networking: cultivating prospects and referrals through meetings at local events.
  • How to build relationships by adding value to the prospect’s business in the initial stages of the relationship.
  • The importance of focusing on the prospect and leaving detailed discussions of the financial professional’s business goals for later.
  • How to recognize when it’s time to close the deal. (Hint: when the prospect or referral knows, likes and trusts the advisor.)

Register Now – Click Here

This 45-minute webinar will be loaded with content and suggestions that can be used immediately with your next customer appointment or prospect. Learn the best practices of today’s top producers and advisors. Create success with a small-time commitment.

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