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    Four Goals Financial Professionals Should Set and Achieve This Year

    Posted by Jeff Janes on Wed, Feb 13, 2019 @ 12:00 PM

    Each year, we typically see people setting new year resolutions. Unfortunately, most resolutions don’t hold up for more than a week or two, and we don’t think that’s right, especially if you’re a financial professional.

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    Tags: business management

    Is It Time to Merge or Sell Your Financial Services Agency?

    Posted by Scott Tietz, CLU on Wed, Feb 06, 2019 @ 12:00 PM

    Every agency’s growth plan should include possible purchases and mergers. Agencies can create synergies, get talent, and create an instant distribution channel far more quickly through a purchase or merger than by doing it organically. Succession plans can be created by merging companies and having partners.

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    Tags: business management

    6 Steps You Can Take to Partner with a CPA to Gain New Clients

    Posted by Oscar Toledo on Wed, Jan 16, 2019 @ 12:00 PM

    The economic times of today leave many financial professionals searching for ways to find new prospects. One way to help fill up your appointment calendar throughout the year is to team up with a CPA. Accountants are typically eager to become partners, as it can be a beneficial relationship for both of you.

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    Tags: business management

    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: business management, Office

    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 Posts From Our Blog 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 means one thing in sales: 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, financial professionals often express to me their frustrations with the life insurance underwriting process. When I consult with them, I find myself asking 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 financial professionals 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 can impress 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


    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.