Isolating the Objection & Understanding Your Clients

Too many agents are focused on closing the sale instead of having a real conversation. But true success in this business doesn’t come from pushing policies — it comes from understanding people.

In this episode, Lindsey and David are joined by Corey Price, Affiliate Principal of Legacy Financial, to explore one of the most powerful tools in any advisor’s arsenal: isolating the objection. Together, they break down how to listen beyond surface-level responses, identify the client’s true concerns, and craft solutions that solve real problems — not just check boxes.

Whether you're managing hesitation, addressing skepticism, or clarifying confusion, this episode gives you the tools to move from transactional to transformational conversations.

Got a question or topic you want to hear discussed? Reach out and it could be featured on a future show!

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About HIPE Financial:
Founded by Lindsey and David Curry, HIPE Financial is built on high-performance service for both clients and agents. Whether serving the senior market with life, health, and wealth solutions, or coaching professionals toward their next level of growth, HIPE is focused on providing answers — not just products.

As a proud affiliate of AmeriLife, HIPE Financial is connected to a nationwide network of more than 70 leading health and financial service companies. This allows our advisors to offer tailored strategies in life insurance, Medicare, annuities, and retirement planning that evolve with your needs — so you’ll never outgrow our support.