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    Lori Fogle

    Marketing Copywriter for Partners Advantage


    Recent Posts

    How to Craft a Mission Statement That Actually Improves Your Business

    Posted by Lori Fogle on Tue, Dec 03, 2019 @ 12:00 PM

    If you are at all interested in marketing, you may have heard of marketing expert and author of Building a StoryBrand, Donald Miller. I was listening to a video Don did recently where he talked about the book, Top 101 Mission Statements from Top Companies. And he said, truthfully, most were pretty awful. Here's why: 

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    Tags: agency resources

    How Current Trends Could Be the Catalyst for Growth in Your Agency

    Posted by Lori Fogle on Tue, Dec 03, 2019 @ 12:00 PM

    If you’re putting out fires in your business on a daily basis, you probably don’t have that much opportunity to think long-term. But a long-term plan allows you to achieve more in your business AND can help douse some of the fires you’re currently fighting. However... 

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    How Financial Professionals Can Multiply Their Marketing Efforts

    Posted by Lori Fogle on Wed, Nov 27, 2019 @ 12:00 PM

    If you're tired of cold calls to drum up business, want more than a mailing campaign, OR you're looking for a way to get seen by more of your ideal clients — you may be interested in a different way to grab your prospect’s attention in a crowded market...

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    Tags: prospecting, marketing for independent agents

    Signs that Imposter Syndrome May Be Harming Your Financial Practice (and how to stop it)

    Posted by Lori Fogle on Wed, Nov 20, 2019 @ 12:00 PM

    If you aren’t quite sure why you aren't where you want to be in your financial practice, I would encourage you to read this post. Because the psychological phenomenon we’re going to discuss may be at the root of that.

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    Why Millennials Might Be Your Next Target Market for IUL Insurance

    Posted by Lori Fogle on Wed, Nov 13, 2019 @ 12:00 PM

    I recently read an article on CNBC that said millennials would need to save a whopping 40% of their income over the next 30 years to be able to live off half their salary in retirement. Reading that, you might be thinking the same thing I was -- 

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    Tags: IUL (indexed universal life insurance), retirement strategies

    How to Build More Effective Client Relationships This Holiday Season

    Posted by Lori Fogle on Wed, Nov 06, 2019 @ 12:00 PM

    When do you receive the most cards? I’m going to take a wild guess that it’s in December during Christmas season (or Hanukkah, Kwanzaa, Winter Solstice, Las Posadas, or Festivus). 

    Which is exactly why you can’t just send a Christmas card during the holiday hustle and bustle and expect to get noticed. Talk about throwing a needle into a haystack! Thankfully, there's something else you can do to stand out and build more effective client relationships this holiday season...

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    [Financial Professionals] Want to Get More Appointments from LinkedIn? Read This.

    Posted by Lori Fogle on Wed, Oct 09, 2019 @ 12:00 PM

    Have you been on LinkedIn sharing, commenting, posting content, and yet... still don't see what all the hype is about? If gaining a client or even a solid lead off LinkedIn has eluded you, then you may want to change how you approach prospecting on this platform. 

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    Tags: prospecting, marketing for independent agents, sales techniques

    What's Your Prospect's Problem? How and Why You Need to Figure It Out

    Posted by Lori Fogle on Wed, Sep 25, 2019 @ 12:00 PM

    When you say, ‘I sell annuities’ or ‘I sell life insurance’, your prospects might say, ‘So what?’ Why? Because you haven’t positioned it in a way that matters to them.

    If your overall sales or your seminar attendance, for example, has been lackluster — it could be because you’ve forgotten to include an important component in your sales message — your prospect's problem.

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    Tags: workshops and seminars, retirement strategies, sales techniques

    It's All About the Story … According to Our Brains

    Posted by Lori Fogle on Wed, Sep 11, 2019 @ 12:00 PM

    Let me tell you a story... 

    Good storytelling grabs your attention, draws you in, and compels you to read more. What you might not know is WHY storytelling works so well, and how telling a story in the right way can help you convert more prospects to clients during your sales process.

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    Tags: sales techniques

    76% of Clients Would Switch Financial Professionals for This Reason

    Posted by Lori Fogle on Wed, Aug 21, 2019 @ 12:00 PM

    There's plenty of information regarding retirement planning and financial matters available to consumers today. With convenient access to so many different topics and multiple perspectives, consumers can thoroughly educate themselves.

    However, as with any topic, the information and the knowledge might be there — but clients will only stick around if you help them apply this knowledge. 

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    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.