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    5 Ways to Get Business Paid Faster

    Posted by Rachel Sanfilippo on Wed, Apr 01, 2020 @ 12:00 PM

    Does it seem like it's taking longer than it should to complete your cases? These five strategies can help you move business through underwriting quickly to complete your cases faster.

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    Stress Management Techniques for Financial Professionals

    Posted by Kim Bruce on Wed, Mar 25, 2020 @ 12:30 PM

    STRESS IS EVERYWHERE! It’s waiting for you when you wake up in the morning and it’s there when you go to bed at night. It’s at home, which may be doubling as your office, it's in your car, it's on your phone…heck, you can’t escape it…ever. That's totally normal, especially right now! But it’s how you define it or how you let it define you that makes all the difference.

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    How to Prioritize Long-Term Care Insurance (LTCi) Options for Clients

    Posted by Bill Jackson J.D. CLU on Wed, Mar 18, 2020 @ 12:00 PM

    It is important that financial professionals understand the financial product options that have the potential to provide financial resources to offset the cost of a long-term care event. However, it’s not enough just to understand what the options are…

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    Tags: long term care, living benefits

    Switching from Commission-Only to a Hybrid-Advisor Model: Is it right for you?

    Posted by Lori Fogle on Wed, Mar 11, 2020 @ 12:00 PM

    Which is “better,” commission-only or a hybrid (fee and commission) model, is the wrong question to ask. Even though the DOL rule did not take effect, the regulatory environment is constantly evolving and it can cause us to think along these lines. However, one model isn’t necessarily better than the other, but it’s a decision many financial professionals are faced with should I make the switch to a hybrid model?

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    Tags: practice management

    3 Mistakes You're Making at Workshops and Seminars (and how to fix them)

    Posted by Lori Fogle on Wed, Mar 04, 2020 @ 12:00 PM

    When it comes to workshops and seminars, everything matters. And I do mean everything. Too many times financial professionals think that if they just show up and dazzle people with their intelligence, then those in attendance will want to meet with them. Unfortunately, that could not be further from the truth...

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    Tags: workshops and seminars, prospecting

    How to Add to Your Bottom Line (without acquiring new clients)

    Posted by Lori Fogle on Wed, Feb 26, 2020 @ 12:00 PM

    Have you ever taken a moment to calculate just how much an assistant adds to your bottom line? That's right, adds to your bottom line. Too many financial professionals look at having an administrative assistant as an expense they just can't afford, but I can assure you, if you leverage that resource correctly, your assistant can dramatically improve revenue and contribute tremendously to your bottom line.

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    Tags: practice management

    Could 'Stuffing the Tax Brackets' Help Clients in Retirement?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Feb 19, 2020 @ 12:00 PM

    I’m a creature of habit, and my Saturday morning routine always takes me to my favorite dry cleaners. The owner knows that I work in the financial services industry but made it clear on another occasion that he has an advisor already and one whom he seems to be happy with.

    We’ve never talked specifically about his personal finances because I don't  make a habit of talking business with folks unsolicited. I’m uncomfortable with it. On this day however, my friend asked me some questions...

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    Tags: taxes, Roth IRA

    Wow Your Prospects with Videos: A How-To for Financial Professionals

    Posted by Steven Bieber on Wed, Feb 05, 2020 @ 12:00 PM

    If you aren’t currently using videos to promote your financial services business, you could be missing one of the greatest opportunities to build your practice, branding and visibility. Did you know that one third of all online activity involves watching videos and 90% of viewers say a video is helpful in the decision making process? If you have a website or social media account, these stats alone should prompt you to take advantage of this growing trend. But where do you start? 

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    Tags: marketing for independent agents, Marketing and Branding for Financial Professionals

    How Do You Define the Value of Financial Advice for a Naysayer?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 29, 2020 @ 12:00 PM

    For every delighted client you have, there are plenty of consumers out there who will never seek financial advice because it’s just not on their radar and there are others who actively avoid financial help. And then you have those who go out of their way to put down the services those in our industry provide... 

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    Tags: coaching, best sales techniques

    Grow Insurance Agency Profit with Professional Development Initiatives

    Posted by Lori Fogle on Tue, Jan 21, 2020 @ 12:00 PM

    We all have brand new goals we can’t WAIT to tackle. Many will make a huge push in January and then unfortunately, slip back into the same old patterns of doing business. Would you like to change that? To see a positive difference in your profits and your people this year?

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    Tags: agency resources

    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.