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    We're Retiring amzfinancial.com on Sept 3rd!

    Posted by Partners Advantage on Tue, Aug 14, 2018 @ 01:02 PM

    After many months of working through the merger between AMZ Financial and Partners Advantage, we will be bidding a fond farewell to www.amzfinancial.com. On September 3, we will be retiring the website and redirecting all traffic to a new and improved Partners Advantage website.

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    Tags: amz financial, business management

    Top 10 Advisors' Resource Blog Posts This Year

    Posted by Steven Bieber on Wed, Dec 27, 2017 @ 12:00 PM

    These are the most viewed posts from the Advisors' Resource Blog this year. Take a look and see if you missed any of these great articles!

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    Tags: business management, prospecting

    Don't Let Prospects Stall with the Excuse "After the Holidays"

    Posted by Partners Advantage on Wed, Nov 15, 2017 @ 12:00 PM

    The holidays are right around the corner and in sales that means one thing: stalls. All of the salespeople that came before us didn’t do us any favors by accepting the “call me after the holidays” excuse from prospects. During this time of the year, it’s the go-to stalling method for prospects.

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    Tags: prospecting, sales management, business management

    Questions You Should Ask Clients to Reduce Delayed Applications

    Posted by Scott Turner on Thu, Sep 28, 2017 @ 12:00 PM

    To no surprise of anyone in our business, agents often express to me their frustrations with the life insurance underwriting process. When I consult with these agents, I find myself asking them the same important questions

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    Tags: strategies, IUL, business management

    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 advisors who confidently tell me this are kidding themselves. Why can I confidently say this?

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    Tags: business management, strategies

    5 Reasons to Create a First Impression Kit for Your Business

    Posted by Travis Lee on Wed, Aug 23, 2017 @ 12:00 PM

    A First Impression Kit is an essential tool for your business. It impresses your prospects and clients by making you look professional. A First Impression Kit is a package of your marketing materials that has consistently branded pieces. Each piece has your logo and your unique look and feel. 

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    Tags: prospecting, business management

    These 7 Reasons are Why Top Producers Have More Success

    Posted by Jeff Janes on Wed, Aug 02, 2017 @ 12:00 PM

    During the more than 20 years I’ve been in the financial services industry, I’ve been fortunate to meet hundreds upon hundreds of financial advisors and insurance agents across the country and in various stages in the business. From the eager newbies to the sage veterans, I’ve visited with them all and here are the seven reasons I’ve found that top producers have more success in the business.

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    Tags: business management, marketing

    5 Valuable Lessons I Learned from a Prospect Who Said "No"

    Posted by Mark Triplett on Wed, Jul 12, 2017 @ 05:36 PM

    Being rejected by a prospect does not have to be a total loss. There are many things that can be learned from a prospect who said "no" and a chance you could improve your financial services business. 

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    Tags: business management, prospecting

    Independent Advisors Should Choose an IMO with a Skilled Support Team

    Posted by Rob Anchondo on Wed, Jul 05, 2017 @ 05:25 PM

    As an independent advisor and a small business owner, you must leverage every minute you have and every dollar you spend to maximize your efficiency and profitability. One of the best ways to gain resources is to partner with the right IMO (Independent Marketing Organization) that has a skilled staff designed to support your business. 

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    Tags: strategies, Coaching, business management

    The "Amazon Effect" of Technology on Your Prospects and Clients

    Posted by Partners Advantage on Wed, Jun 21, 2017 @ 05:02 PM

    The "Amazon Effect" is essentially the results of how a digital world has changed business models regarding consumer expectations, interaction, choices, and options. This phenomenon started back in 1994. Since that time, it has changed society as well as many business models in various industries and markets. 

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    Tags: prospecting, marketing, strategies, business management


    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.