Webinars have always been a cost-effective way to reach an audience at scale unlike more pricey options like dinner seminars. Now, with COVID-19 impacting our ability to meet with people in-person – they’ve become a necessity for financial professionals. But if you’ve held a webinar before and didn’t see as many conversions as you would’ve liked-- then stick with me and I’ll share how to use email to follow up after a webinar to help turn more attendees into qualified leads.
In the past, financial professionals have relied on a well-balanced portfolio of stocks and bonds to manage a client’s risk versus return. While the concept is widely accepted, if you ask 50 different financial professionals what a well-balanced portfolio of stocks and bonds looks like, you'll likely get 50 different answers. However, they will probably suggest bonds be used in a portfolio as a hedge against stock market losses to reduce overall portfolio risk. But is that always the right answer?
During this COVID-19 pandemic the future is uncertain. One thing that is certain is Americans, generally, are underinsured and many families and businesses need the protection offered by life insurance now more than ever.
As financial professionals, most of us are fairly comfortable when it comes to traditional face-to-face sales — heck, that’s why most of us probably got into this business in the first place. We’re really good at reading the body language of our prospect which allows us to pivot our conversation when you pick up on the visual clues to lead them into making a decision.
Tags: Virtual Selling
We’ve compiled a few CARES Act resources into a Quick Reference Guide for Small Business Owners and Sole Proprietors with the financial professionals and agency owners we work with in mind.
If you want a great return on your money, you need to take on more risk. The general public has been conditioned to accept this as reality for decades. And there is truth to the risk reward relationship. However, it's also true that a client could potentially increase their return without exposing their hard-earned assets to additional risk. We’ll discuss three ways to do that…
Tags: retirement strategies
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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.