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Succeed with Style - Make More Sales Faster...
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    Worksite Marketing - A Promise To Deliver
How to turn voluntary benefits into visible results
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Succeed With Style - Make More Sales Faster...
67 Sales Secrets Using Personality Style Awareness
For insurance and real estate professionals, employers, managers and anyone involved with people and the sales process.
*Preface*
For some odd reason, I read magazines from back to front. Because there’s not a plot or a lot of order involved, it doesn’t much matter where one starts. Or perhaps it’s my personality style, eager to get to the point. However, with books, it’s rather important to read from start to finish. A book’s preface offers much insight into the purpose of the book. It sets the stage and offers a foundation for what is to follow. It identifies the scope and intention of the book.

It is equally important, when building a business, to create a preface to define and shape your underlying business philosophy. So, before you begin reading this book and the process of learning how to make more sales faster, preface your success by creating a business with purpose, precision and plenty of forethought.

Know your business. Be a permanent student of your profession. Become a person who can literally “write the book” about what you do. Subscribe to and read your industry trade magazines. Spend the money on classes and training events that have the potential to heighten your knowledge and abilities. There is no reason to pinch pennies when it comes to your education.

Do things right. Never cut corners, skimp, or be cheap. Dress well. Drive a sharp vehicle. Take extra steps to do business ethically and beyond reproach. Be sure that the man or woman in the mirror reflects who and what you truly want to see and be. Sleep well at night knowing that you behave with integrity and honor by day.

Partner with someone who has the attributes and abilities that you lack. Once you understand who you are, what you like to do and what you do well, find a quality person to work with who “picks up your pieces.” Do you love to talk to people but hate paperwork? Do you enjoy building the presentations and marketing materials but dislike answering the phone? Figure this out and find someone to complement you. Make sure this person has the same goals, integrity, outlook and energy level as you. This book will help you to figure out who you are, which in turn will guide you to finding a balancing business partner.

Be smarter than the people around you. Align yourself with folks who are superior at doing the things you dislike. However, don’t delegate to the point that they know more about the process and outcomes than you do. It’s your business. Stay on top of everything.

Don’t waste valuable energy worrying about the competition. When you become a master at your business and surround yourself with first class, positive people, there won’t be much in the way of competition. Not many people or organizations take the time to be excellent. However, if you do have a true, bona-fide competitor, be happy about it. It’s much better to be associated with an industry that is strong and well respected for its members than being the best in a crowd of nobodies

Finally, be happy with who you are. There is no right or wrong answer  when it comes to you. Learn to understand how and why you think, behave and react the way you do. Take the time to understand YOU, and then be okay with that or change it if you like. You are ultimately in charge of you and your outcomes. A positive attitude coupled with some self acceptance is a winning start to any of your life’s ventures.

I know that the 67 Sales Secrets included in this book will help you in many ways. You obviously care to be the best because you are reading this book. Inside you’ll find time tested tools and assessments to assist you with knowing yourself. You’ll be introduced to countless ways to recognize and adapt to the styles of others. This will help you to select a compatible business partner and employees, by matching your preferences with theirs. This will also help you connect with your prospects and clients. You will no longer fear the competition because you will BE the competition. If you pay attention to people and how they behave, practice the suggestions and follow the links to additional web-pages given throughout the book, you’ll come away with the information and excitement you need to be positive and happy with you. You will Make More Sales Faster…  
 
*Table of Contents*                                
  • About the Author 1

  • Preface 3

  • One More Thing 5

  • How to Use This Book 7

  • Successful People 9

  • Questions for Success 11

  • Are You Selling to Yourself? 15

  • Small Advantages Add Up 17

  • A Real Estate Lesson in Style 21

  • Pace & Priority 25

  • Where Do You Get Your Energy? 27

  • Do You Recognize Yourself? 29

  • How to Get to the Beach 31

  • What Buyers Want 35

  • What’s a Person to Do? 37

  • Who Tells – Who Asks? 39

  • How Decisions are Made 41

  • From Golden Rule to Golden Tool 43

  • Role Play Today 45

  • Selling is in Style 47

  • The P’s and Charlie Brown 49

  • How Buyers Buy for Worksite Marketing 51

  • How Buyers Buy Template 55

  • Negotiations & Restaurant Food 59

  • Identify Your Challenger 61

  • Recognizing Styles in Conflict 63

  • Personality 101 and a Peek in the Toolbox 65

  • A Metal Detector Lesson in Style 67

  • From Hippocrates to Your Sales Presentations 71

  • You Deserve More Than 25% 75

  • Speed-Reading Pays Off 77

  • How to Speed-Read a Group 79

  • Here’s What They Want to Hear 81

  • Stylish Offices 83

  • Follow the Leader? 85

  • Your 4 Business Hats 87

  • 13 Reasons Why a Business Thrives 89

  • Coaching and ROI 91

  • Coaching 93

  • Coaching and Corporate Life 95

  • You Can Be a Clark 97

  • Getting Along With the Styles 101

  • What is MBTI? 103

  • Find Their Comfort Zone 105

  • STIFSFIT - Who are They? 107

  • Are You a Thinker or a Feeler? 109

  • How to Approach a Thinker or Feeler 111

  • Action & Time Frames 113

  • How to Approach a Judger & Perceiver 115

  • The Nice Way to Network 119

  • Become a Master of First Impressions 123

  • Those First Critical Moments 125

  • Listening = Power 127

  • Why do You Listen? 129

  • The First Twelve Minutes 131

  • Villas, Bathing Suits and Communication Styles 133

  • Ready to Connect? 135

  • Ready to Paint? 137

  • What in the World is the 301 Rule? 139

  • Do You Have an ABC? 141

  • The Telephone and Pizza Talk 143

  • Communicate for Results then Talk… 145

  • Watch Your P’s and A’s 149

  • Email No-No’s 151

  • More Email No-No’s 153

  • Emails and Styles 157

  • Picking Up Crumbs 159

  • Style Turn-offs 161

  • Aptitude or Attitude 163

  • Love What You Do 165

  • Believe and Achieve 167

  • Afterword 169
  • Succeed with Style - Make More Sales Faster...
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    Worksite Marketing - A Promise to Deliver
    24 Industry Leaders Share Their Secrets...

    How to turn voluntary benefits into visible results. A must read for agents, brokers, consultants, carriers, employers and HR executives.

     

    Introduction
    What exactly is worksite marketing?  It is simply a delivery system. Marketing is a way to introduce a product or service to the marketplace and worksite defines the location. Therefore, anything marketed or sold at a place of business could qualify as worksite marketing.  One could worksite market chocolate-chip cookies during lunch hour in the parking lot of a manufacturing company.

    Traditionally and in the insurance world, worksite marketing has meant the sale of voluntary insurance products and services to employees at their work location through the convenience of payroll deduction. But it is so much more than that. Worksite marketing is not only the delivery method, but also the promise to make that delivery. Unlike warm chocolate-chip cookies that can be unwrapped, sniffed and immediately enjoyed, insurance products do not offer instant gratification. We have nothing to give our buyers except a promise for future delivery in their time of need. They cannot show this promise off to their neighbors, drive it around town or wave it in their front yards. But unlike most things, our promise will never disappear. Even if we are not here to personally deliver on it, our promise persists.

    This book was created to educate, encourage and promote the true meaning of worksite marketing, and to bring to light the enormous yet largely unseen impact of this industry niche. While each author explores the intricacies of his or her specialty, the common threads of sincerity and passion leap from every page.

    After reading this book, you will come away with the knowledge needed to begin, rekindle or rethink your relationship with this powerful means of providing for others. If you are an agent, broker or carrier, you will learn how to improve and build upon your current practice. If you are an employer or human resource professional, you will come away with a high regard for the proficiency, professionalism and, most importantly, the heartfelt passion that these authors embody. This book, like worksite marketing, promises to deliver, and it honors that promise.

    Table of Contents

  • Introduction  

  • What Is It That We Really Do? - Michael D. Perna

  • A Word From the Top - Marvin H. Feldman. CLU,ChFC, RFC

  • Winning At Worksite - Ronald Agypt                                                                        

  • Employers and Employees - Interviews                                                                                    

  • Get Ready, Get Set, Enroll - Tony Roberts                                                                                        

  • The Importance of Product Selection - Michael D. Perna                                                                  

  • The Carriers' Perspective - Charles C. Baggs, FLMI, ACS                                                                          

  • Life Matters - Robert H. Noe                                                                                                                       

  • Disability Insurance - Neiciee Durrence 

  • Critical Illness Insurance: Coverage That Can Save Your Life - Robert S. Shestack, CES                            

  • Demographics Say It’s Time For LTCI - Carroll S. Golden                                                                        

  • Limited Medical Plans - Jason Krouse                                                                                                                         

  • Wellness At Work - Marie J. Killian J.D.

  • Legal Plans - Robert L. Heston, Jr                                                                                                   

  • Discount Medical & Lifestyle Benefits low-cost, high-value products that work - Terry Tullo

  • Rounding Out the Benefits - Frank J. Dallago III                                                                                  

  • Total Benefits - TJ Gibb                                                                                                        

  • The Importance of Benefit Communication - Louis J. Pantalone                                                     

  • Building the “Dream Team” - Susan C. Bianco, CLU                                                                                  

  • Enrolling with Style - Patricia J. Redic                                                                                               

  • It Isn’t Sold Until it’s Enrolled - Christopher Bernardine Sr., CES                                                              

  • Enrollers – the Power Behind Employee Participation - Interviews                                         

  • How Technology Can Substantially Increase Worksite Sales - Jordan K. Nadel                       

  • The Rewards of a Core Benefits Enrollment - H. Chris Guckert                                                             

  • Worksite Administration – Best Practices - Jay Pettapiece & Marion Holloway                                       

  • The Service Samba - DC Redic                                                                                                 

  • Believe in Re-enrollments - Mark Petro                                                                                            

  • Time Well Spent - Patricia J. Redic

  • Afterword                                                                            

  • Author Directory      

  • Worksite Marketing - A Promise to Deliver
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