Tristate Financial Network - TFN Blog

Relax, no worries! It's not to sell to all your friends and family it's to LEARN THE PROCESS BEFORE CALLING REAL CLIENTS. It takes the pressure off and can give you a feeling of confidence. This allows you to have all the materials and applications ready in your toolkit. It's easier to forget something on a practice appointment then running a real appointment off a lead, you will want to make sure you have everything ready before you get there. ​DOWNLOAD A [...]

Chris Norris from BAcM training us up on Green Sheets and Annuities. Mike gives us the details on the 4th Quarter Contests... ALL jam packed into this Team Call !! 10-04-2019.mp3File Size: 64719 kbFile Type: mp3Download File [...]

On this episode we hear how several agents are makin' it work with ERS Express! Tips on how to improve: Getting them, booking them and helping them!! 06-07-2019.mp3File Size: 57270 kbFile Type: mp3Download File [...]

Special guest Chris Norris from BAM gives us the "How to" of converting greensheets to an appointment!! bacm_contact_info.pdfFile Size: 39 kbFile Type: pdfDownload File 05-03-19.mp3File Size: 48257 kbFile Type: mp3Download File your_financial_picture_green_fillable_081318.pdfFile Size: 77 kbFile Type: pdfDownload File 20_power_questions.docxFile Size: 13 kbFile Type: docxDownload File [...]

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Listen in as the Chuck Norris of Annuities karate chops through the greensheet path! 04-05-19.mp3File Size: 27350 kbFile Type: mp3Download File greensheet_process_flow_chart.pdfFile Size: 344 kbFile Type: pdfDownload File your_financial_picture_green_fillable_081318.pdfFile Size: 77 kbFile Type: pdfDownload File [...]

**Fast Forward to 30 mins in to start Audio**Mike goes over the simple steps to get your new agent rolling! gmt20190329-190633_noelle-lew_2_.mp3File Size: 79450 kbFile Type: mp3Download File [...]

Joseph Dukes interviews agents Blake & Crystal Spooner and Barbara Lowery. She what they took away from ALA and why its important for you to go! 03-22-2019_audio.mp3File Size: 53205 kbFile Type: mp3Download File [...]

Special guest Lee Reyes gives step by step instructions on how to get yourself some FreeFerrals!! ers_in_home.docxFile Size: 1063 kbFile Type: docxDownload File 03-15-19.mp3File Size: 62287 kbFile Type: mp3Download File [...]

Host Noelle Lewantowicz talks to us about the importance of NOT waiting and recruiting early. She talks to New Part time agent Daylene Maxwell and gets to the basics of building your team NOW! 03-08-2019_3_.mp3File Size: 58742 kbFile Type: mp3Download File [...]

​Special guests Jim Moseley from NLG and agent Alain German talk to us about the different products and success stories pouring out from our team! audio_only.mp3File Size: 44462 kbFile Type: mp3Download File [...]

New agents talk about breakthroughs in their sales process. Listen and learn how to be the best at your craft! audio_only__2_.mp3File Size: 54430 kbFile Type: mp3Download File [...]

Special guest Clay Mertes from the LPT and host Paul Epstein go over how to build momentum going into National Convention 2019! team_call_audio_01-18.mp3File Size: 34732 kbFile Type: mp3Download File [...]

Find out the power of policy reviews and conversions. On today's episode the masters Paul Epstein and Joseph Dukes teach the simplicity or helping current clients. This episode is packed with information for new agents as well as veterans. Learn how to earn over $40,000 in commissions with zero lead costs using this simple system. find_out_the_power_of_the_policy_review.mp3File Size: 17813 kbFile Type: mp3Download File [...]

Sometimes the best people on your team are your own clients! They understand what life insurance is about and believe in the cause. Always ask your clients who they know that could help us out and you could end up with winners on your team like the people on the call today! Learn how to hire across the table with Basic #4! hiring_across_the_table_basic_4.mp3File Size: 11913 kbFile Type: mp3Download File [...]

​It's one thing to set an appointment from a lead, it's another thing for that client to give you referrals. It all comes back to trust, likability and relationships. Today we cover part 3 of our 4 part series on the basics of the in home. Listen as James Coleman the referral guru and top producer Junior Corria discuss creating referrals. referral_guru_james_coleman.mp3File Size: 12834 kbFile Type: mp3Download File [...]

On today's episode we will be talking about Green Sheets and finding the $$$ and uncovering basic # 2 with annuity stud Brant Swindle. He has made massive changes this year and has stepped up on his personal production and annuities. Listen in as he explains what changed for him and how you can too! finding_the_green_with_green_sheets_-_swindle_10-2018.mp3File Size: 13142 kbFile Type: mp3Download File [...]

Michelle is on pace to earn over $500k this year..and she will be sharing HOW on today's podcast. Uncovering the 4 basics with Special guest Michelle Alleman ! She is a TOP 10 agent nationally because she executes the 4 basics. We will dive deep into basic #1 - "Pick up the check and pick up the phone!" pick_up_the_check_or_pick_up_the_phone_-_michelle_alleman_oct_2018.mp3File Size: 16888 kbFile Type: mp3Download File [...]

On today's call Juan Bryant shares how in 3 months he has leaned on the team to learn how to build his business and support his teammates. The POWER of the TEAM and why NOW is the TIME to Focus and WIN EARLY! now_is_the_time_to_grow_your_business.mp3File Size: 12839 kbFile Type: mp3Download File [...]

Sometimes the changes we need to make come from the most unlikely times and ways. Listen in as Joseph Dukes interviews Junior Corria about what he CHANGED and HOW he went from $20,000/month to $50,000/month in personal production in 6 months!! The changes may surprise you. speak_yourself_into_success.mp3File Size: 12822 kbFile Type: mp3Download File [...]

Listen to how Brian and Dylan leaned in and learned to book HIGHER QUALITY & HIGHER QUANTITY appointments! Both of these Agents have shown MAJOR improvement in their appointment setting & sit ratios! appointment_setting_201_-_advanced_skills.mp3File Size: 11882 kbFile Type: mp3Download File [...]

Today's podcast we will have our Rockin' Rookies show us how they shimmied their way up the AugustSummer slam contest and earned BIG bucks winning the contest! Tips and tricks and how you can start FAST and win too! rockin_rookies.mp3File Size: 11924 kbFile Type: mp3Download File [...]

Listen in as NEW agents talk about how they are stepping UP their business by getting referrals and annuity greensheets! They are doing the activities to STEP UP their businesses and their PROFITABILITY! step_up_your_business.mp3File Size: 13248 kbFile Type: mp3Download File [...]