Client Services: Fees & Disclosure Tools

Trust is a critical element in the client and broker/agent relationship. Achieving trust may be enhanced when there is a clear understanding between the producer and the client of the services being provided and the cost of those services. To help build that relationship there are numerous approaches firms can use in communicating with clients. More > 

Sales Innovation

The Council provides member firms with comprehensive and innovative sales communication guidance, best practices, education, coaching, toolkits and templates to support every phase of the sales cycle.

This program takes a fresh look at a wide range of sales opportunities, including prospecting, networking, communicating, relationship building, closing and sales management. It will help you attract the right kind of business and the right kind of client. And gives you the tools to quickly close sales and increase profit margins. Tom Batchelder, sales coach, sales communications expert, and author of Barking up a Dead Horse: Avoiding the Wasted Time and Effort in Business-to-Business Sales, directs this members-only program. For questions and real-time advice and consultation, please contact Tom at 760-492-1329 or tom.batchelder@ciab.com.

Sales Resources

• NEW! Webinar Recording: Getting More Referrals and Turning Them Into Appointments
   
• NEW! Webinar Recording: Building a Sales Culture that "Sticks"
   
• NEW! View Archived Webinar Recordings: Insights > Medial Library
   
• Speaking Engagement Follow up and Best Practices
   
• Business Development Assessment for You and Your Team
   
• Grow Your Business
   
• Qualities of Top Performers - New Business Development 

• Writing and Talking About Your Unique Value
   

Sample Emails

These sample emails are actual emails used successfully to unstall deals, reach new prospects and ask for referrals.

• Tips, tools and reminders  
• Warm Up Client for Referral Chat 
• Reaching Out to Referrals Received #1 
• Reaching Out to Referrals Received #2 
• Networking Follow-Up
   
• Moving Stalled Deals Off of the Fence
  • Sample #1  
  • Sample #2  
  • Sample #3
     
   

From Leader’s Edge Magazine

... Just Sayin'

Tom Batchelder, sales coach and communications expert, is a regular columnist for Leader's Edge Magazine.

Current issue 

... Ask Tom

Got a sales problem you can’t resolve? Ask Tom Batchelder, sales communications expert and coach, how to handle those perplexing sales issues everyone struggles with. Every week Tom answers your questions in a confidential format to maintain your privacy while sharing the bigger issue with our online readers so all can learn.

Click here for all the questions and answers.