The Insurance Buzz

223. Discovering Your Client's Relationship with Money with Abbe Large

29 Feb 2024

Audio

Description

What is your client’s relationship with MONEY? Understanding their mindset, behavior, and relationship with money will help you know the right questions to ask potential clients! In this episode, we’re joined by financial services expert and Managing Director of Lenox Advisors, Abbe Large, CLU®, CLTC. Abbe pulls back the curtain on common mistakes producers make by not taking the time to understand their potential clients relationship with money. Tune in for how to open up the conversation of money and why having a plan through life insurance is crucial for your clients. It all comes back to what we preach here on the podcast - build trust, ask questions, and build genuine relationships with your clients! That's how you win!HIGHLIGHTS00:00 Introduction02:15 Why is talking about money so taboo and how do you open up the conversation with your clients?04:30 What are the common answers clients give you about their relationship with money?07:00 The exact questions Abbe leads with to open up the conversation about money.14:00 Ways to build trust and have an organic sales process.23:15 How are you advising clients who are taking care of their children and elderly parents simultaneously?30:00 How can we connect with you and learn more about your financial services?RESOURCES + LINKSWatch the full episode on YouTube HEREJoin our 6 Figure Life Insurance Producer CourseBuild your insurance business with our proven system - Weavers Sales AcademyOrder my book - Game Changer: Taking Your Insurance Agency To The Next by Michael WeaverText BUZZ to (816) 727-7610 to connect directly with us and share your favorites from the episode or learn more about upcoming events and challenges happening in our industryFOLLOWAbbe: @abbelargeLennox Advisors: https://www.lenoxadvisors.com/Michael + Courtney: @mandcweaverMichael Weaver: @_michealweaverCourtney Weaver: @courtneyvieYouTube: BOOK A DEMO– Agency Coach AI Learn More: Let's Chat https://agencycoachai.com The first 24/7 AI sales coaching platform built for insurance pros. Real-time grading, role plays, and coaching that help producers close more deals. TEXT MICHAEL DIRECTLYHave a question or want to talk to Michael directly? It’s really him, not a robot. Text “BUZZ” to (816) 727-7610 FREE 7-Day Demo – Weaver Sales AcademyTry it: CLICK HERE Tools + Free Resources https://www.weaversa.com Connect with Michael OnlineLinkedIn: linkedin.com/in/michaelweaverwsaYouTube: @michaelweavertrainingFacebook: facebook.com/themichaelweaverInstagram: @michaelweaver

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13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

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12:00H | 20 DIC 2025 | Fin de Semana

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Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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The Insurance Buzz

223. Discovering Your Client's Relationship with Money with Abbe Large

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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