Episode #292: Outpace the Slowdown of Summer Sales


This post is intended for financial professional use only.

Over the past 20 years, the financial industry has evolved dramatically with changes in technology, regulations, economics, and the list goes on. But during his 20 years in the industry, Sal Mendoza has found a substantial shift in a different area – the mindset of advisors. While advisors 20 years ago had previously seen summer as a time when business slows down, historical reports from the past two summers have indicated that the notion of summer being a “slow season” is a myth.

Advisors have been consistently encouraged to stay dedicated and active during the summer because we know that those opportunities still exist. A “slow season” now means a “no season” later for production goals. In fact, there are so many opportunities that we’ve even seen appointment conversion rates that are upwards of 61.4% in the summer months!

In this episode of Money Script Monday, Sal points to the historical reports of advisors’ events during the summer months to demonstrate that opportunities for success are abundant during this time and should be taken advantage of.

Resources Provided for This Episode

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About Sal Mendoza

Sal Mendoza is the Vice President of Field Support at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.


This information is meant for educational purposes only.

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