Practice Management


The Selling Made Easier Audio Series now available exclusively to Coastal Financial Partners Group professionals:

Building a Successful Life Insurance Practice by Gary Schulte, CLU

Building a Successful Life Insurance Practice is a complete and proven system for financial professionals at all career stages.  Long before Gary Schulte co-founded Coastal Financial Partners Group, he developed an audio series covering all of the things financial professionals need to build and maintain a profitable financial services practice. It includes sales tracks and effective tools for building, as well as improving, your business.

Building a Successful Life Insurance Practice – Program 1 . Market Selection

Building a Successful Life Insurance Practice – Program 1 . The Choice is Yours

Building a Successful Life Insurance Practice – Program 2 . Marketing to the Affluent

Building a Successful Life Insurance Practice – Program 2 . Market Penetration

Building a Successful Life Insurance Practice – Program 3 . Carrier Analysis

Building a Successful Life Insurance Practice – Program 3 . Product Analysis

Building a Successful Life Insurance Practice – Program 4 . Habits of Success

Building a Successful Life Insurance Practice – Program 4 . Goal Setting

Building a Successful Life Insurance Practice – Program 5 . The Agent as a Successful Person

Building a Successful Life Insurance Practice – Program 5 . Service as a Profit Center

Building a Successful Life Insurance Practice – Program 6 . Keys to Building Equity in Your Practice

Building a Successful Life Insurance Practice – Program 6 . Selling Your Practice

 

The Preferred Prospecting System™ by Gary Schulte, CLU

The Preferred Prospecting System™ is Gary Schulte’s seminal work on what matters most to financial service professionals looking to take their practice to new levels: Prospecting. In this classic audio series you will learn valuable prospecting tools and techniques as told by our own Gary Schulte in his trademark conversational style. The easy to implement lessons are as current today as when this was first recorded.

The Preferred Prospecting System 01. Chapter 1

The Preferred Prospecting System 02. Chapter 2

The Preferred Prospecting System 03. Chapter 3

The Preferred Prospecting System 04. Chapter 4