Lindsey & David at HIPE Financial are here to provide trust and security in your portfolio. Life insurance, senior health and retirement solutions can be confusing, but customer relationships are our focus when navigating complexity so we can provide simple answers. As mentors and coaches to professionals and performance seekers, Lindsey and David are ready to help. HIPE can take you where you want to go.
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Lindsey & David at HIPE Financial are here to provide trust and security in your portfolio. Life insurance, senior health and retirement solutions can be confusing, but customer relationships are our focus when navigating complexity so we can provide simple answers. As mentors and coaches to professionals and performance seekers, Lindsey and David are ready to help. HIPE can take you where you want to go.
Isolating the Objection & Understanding Your Clients
HIPE Leadership Podcast
34 minutes 36 seconds
4 months ago
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!
Connect with the Hosts: davidcurry@orca.life | lindseycurry@orca.life (502) 314-2789
Connect with Corey Price: coreyprice@orca.life (606) 305-5743
Subscribe now so you never miss an episode designed to help you grow as a leader, advisor, and entrepreneur.
Listen to Previous Episodes: hipe.financial
Subscribe on YouTube: HIPE Financial YouTube
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.
HIPE Leadership Podcast
Lindsey & David at HIPE Financial are here to provide trust and security in your portfolio. Life insurance, senior health and retirement solutions can be confusing, but customer relationships are our focus when navigating complexity so we can provide simple answers. As mentors and coaches to professionals and performance seekers, Lindsey and David are ready to help. HIPE can take you where you want to go.
