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    Mark Triplett

    National VP of Partners Advantage


    Recent Posts

    6 Ways to Help Increase Attendance for Financial Services Workshops

    Posted by Mark Triplett on Wed, Mar 06, 2019 @ 12:00 PM

    There are several ways financial professionals can lift their workshop attendance whether prospects register through traditional direct mailing methods or digital marketing strategies. The same processes can help increase attendance for both prospecting tactics. Financial professionals should be confident enough with their processes to potentially spend a significant amount of time and money on finding and converting prospects into clients.

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    Tags: workshop marketing, prospecting

    Can Financial Professionals Afford Not to Have an Assistant?

    Posted by Mark Triplett on Wed, Jan 09, 2019 @ 12:00 PM

    “I just can’t afford to hire an assistant right now.”  How many times have you heard other financial professionals say that? You may even say it yourself. However, those that do not hire an assistant may be tripping over dollars to pick up pennies.

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    Tags: Office, business management

    Choosing the Life Insurance Carrier for Your Client's Policy

    Posted by Mark Triplett on Wed, Feb 28, 2018 @ 12:00 PM

    I’m often asked, “What is the best indexed universal life insurance policy?” The appropriate answer is not as simple as naming a manufacturer and their newest product. If I were to rephrase their question, I think it is best to ask, “How should I select a life insurance product for my client, and what key factors should I consider?”

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    Tags: IUL

    4 Ways Clients Can Use Life Insurance in a Retirement Income Strategy

    Posted by Mark Triplett on Wed, Feb 07, 2018 @ 12:00 PM

    When I think of a retirement strategy, the first thing that comes to mind is often the accumulation of assets and investing strategies. As a fiduciary investment advisor developing and implementing retirement income strategies for my clients, I’d argue that investing is the easy part of the process.

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    Tags: IUL, strategies

    3 Ways Your Clients Can Benefit from the Tax Cuts and Jobs Act

    Posted by Mark Triplett on Wed, Jan 10, 2018 @ 12:00 PM

    The Tax Cuts and Jobs Act is in the books. It may be seen as a benefit to individuals as well as some business structures. It’s best to discuss with your clients how they can take advantage of the new changes.

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    Tags: taxes

    Why Financial Professionals Need a Marketing Calendar for Their Businesses

    Posted by Mark Triplett on Wed, Dec 06, 2017 @ 12:42 PM

    Many financial professionals I speak with believe that they can grow their business if they have more prospects to see. There’s truth to this. Without prospects to see, you are unemployed. If you don't have anybody to serve, then you're out of business. Unfortunately, many of those same professionals are poor at prospecting and are struggling to get more clients. Often it comes down to lack of direction, focus, and commitment to prospecting efforts.

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    Tags: prospecting, marketing

    How Order of Returns Risk Can Impact Your Clients

    Posted by Mark Triplett on Wed, Nov 22, 2017 @ 12:00 PM

    One of the most common risks in retirement is order of returns risk (also known as: sequence of returns risk). It is well known within the financial services industry that investing in marketable securities exposes clients to this risk. However, do your clients know that many indexed products are not immune from order of returns risk?

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    Tags: IUL, strategies

    Why Many IMOs Have Earned a Bad Reputation

    Posted by Mark Triplett on Wed, Oct 25, 2017 @ 12:00 PM

    I recently attended a conference with about 40 other investment advisor representatives. As successful business entrepreneurs, they hold themselves to a high standard and are passionate about their profession. Oh, and did I mention that they toss around the acronym "IMO" like it's a swear word?

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    Tags: prospecting, marketing

    5 Important Lessons From Workshop Prospects Who Said "No Thank You"

    Posted by Mark Triplett on Wed, Oct 04, 2017 @ 12:00 PM

    When my firm first started hosting workshops, our attendance was average, and the amount of attendees scheduling visits with us was about 40 to 50 percent. Learning five important lessons from workshop prospects increased the number of attendees meeting with us to nearly 80 percent.

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    Tags: workshop marketing, prospecting

    Are Your Clients Hiding Financial Assets from You?

    Posted by Mark Triplett on Wed, Sep 20, 2017 @ 12:00 PM

    How well do you think you know your clients? What about their complete financial profile? If you have been in the industry for a while you may believe you know everything. However, most financial professionals who confidently tell me this are kidding themselves. Why can I confidently say this?

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    Tags: strategies, business management

    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.

    The third party tools and information included in this communication have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage.  Third party vendors are not affiliated with Partners Advantage.  Each Financial professional should carefully consider and research the merits of any third party materials that are provided to their clients.