<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2101698893445396&amp;ev=PageView&amp;noscript=1">
Partners Advantage WebsiteFacebookLinkedInTwitterEmail
  • There are no suggestions because the search field is empty.
Partners Advantage logo

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... 

Read More

Tags: coaching, best sales techniques

Why More Women Should Become Financial Advisors

Posted by Lori Fogle on Wed, Jul 10, 2019 @ 12:00 PM

My daughter will soon be graduating high school and is in that stage of life where she’s puzzling over which career path to take. Being in the financial services industry, I asked if she’d considered becoming a financial advisor1. Her response? 

Read More

Tags: coaching, agency resources

Yes... Even You Need a Coach!

Posted by Partners Advantage on Wed, May 29, 2019 @ 01:36 PM

We hear it all the time from good insurance producers, they say, "I'm pretty successful, so why in the world would I ever need a coach?"  Well, consider one of the greatest basketball players to ever step on the court, Michael Jordan.  This legendary player accomplished so much in his time in the NBA, that very few would argue he wasn't "good." In fact, I argue he was the greatest all-around player the game has ever seen, but that's another discussion entirely.

Read More

Tags: coaching

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 financial professional 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. 

Read More

Tags: coaching, practice management, retirement strategies

Financial Professionals Need to Create Individualized Strategies for All Clients

Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jun 14, 2017 @ 05:34 PM

Even when your clients have significant retirement resources, it is important to create a comprehensive strategy specifically for them. If you do not do your best to help each unique client, you risk your client's future as well as your own.

Read More

Tags: coaching, retirement strategies

5 Important Details to Consider When Helping Clients Plan for Retirement

Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Tue, Jun 06, 2017 @ 05:11 PM

Every client has different goals and resources as they prepare for retirement. There are five important details to consider when working with clients. These are not the only necessary details required for helping clients plan for retirement, but they should not be overlooked.

Read More

Tags: coaching, retirement strategies

Is It Time to Retire the "Rule of 100" and One-Size-Fits-All Plans?

Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Thu, May 25, 2017 @ 05:43 PM

A basic principle of investing is that you should gradually reduce your exposure to risk as you get older. Generally speaking, a younger investor has a longer time horizon and therefore can absorb more short-term investment risk. An older investor has a shorter time horizon and therefore doesn’t have as much time to absorb short-term investment risk.

Read More

Tags: coaching, retirement strategies

What You Should Know Before Requesting an Illustration

Posted by Partners Advantage on Tue, May 09, 2017 @ 05:01 PM

Case design and illustration requests are common daily events that Independent Marketing Organizations (IMOs) handle for advisors they work with. Many of the advisors we work with do a great job of fact finding during the first meeting with a client. Getting the facts and details up-front are extremely important for putting together a good, strong recommendation that can be presented during your next meeting.

Read More

Tags: coaching, retirement strategies

How Financial Advisors Can Meet with More Qualified Prospects

Posted by Partners Advantage on Wed, May 03, 2017 @ 05:46 PM

As I work with advisors on a daily basis, I’m hearing one question that stands out the most: “Can you help me get in front of more qualified prospects?” There are many ways to put yourself in the same room as higher-net worth and better fit prospects. Your tools can include seminars, direct mail campaigns, fundraisers, and referrals. 

Read More

Tags: prospecting, coaching, practice management

Do Your Clients See You as a Financial Supplier or an Architect?

Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Thu, Apr 27, 2017 @ 05:52 PM

Are you a financial services supplier or an architect? Your clients may be viewing you as one or the other. When it comes to building homes (or financial plans) the raw material supplier and the architect both play a significant role in the construction of a home. Neither is necessarily bad or good, better or worse. They have very different roles to play, and they have very different perspectives.

Read More

Tags: prospecting, coaching, retirement strategies


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.