<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
    Partners Advantage logo

    [Financial Professionals] Want to Get More Appointments from LinkedIn? Read This.

    Posted by Lori Fogle on Wed, Oct 09, 2019 @ 12:00 PM


    Have you been on LinkedIn sharing, commenting, posting content, and yet... still don't see what all the hype is about? If gaining a client or even a solid lead off LinkedIn has eluded you, then you may want to change how you approach prospecting on this platform. 

    Read More

    Tags: prospecting, marketing for independent agents, sales techniques

    Could This New Way of Marketing Transform How You Prospect?

    Posted by Lori Fogle on Wed, Jul 17, 2019 @ 12:00 PM

    There is a subtle, but powerful shift happening in marketing and it could affect the way you prospect for clients.

    The traditional way of marketing was a “push” method where you pushed your product, your service, your offer to the client by way of an ad in a trade publication, cold-calling, or in-person sales pitches. And there are times this still works, but there's a new marketing method in town and it can attract more clients and build stronger, longer-lasting relationships.

    Read More

    Tags: workshops and seminars, prospecting, marketing for independent agents

    Why Financial Professionals Need a Marketing Calendar for Their Businesses

    Posted by Mark Triplett on Wed, Dec 06, 2017 @ 12:42 PM

    Many financial professionals I speak with believe that they can grow their business if they have more prospects to see. There’s truth to this. Without prospects to see, you are unemployed. If you don't have anybody to serve, then you're out of business. Unfortunately, many of those same professionals are poor at prospecting and are struggling to get more clients. Often it comes down to lack of direction, focus, and commitment to prospecting efforts.

    Read More

    Tags: prospecting, marketing for independent agents

    The First Step of Social Media Marketing for Financial Professionals

    Posted by Steven Bieber on Wed, Nov 01, 2017 @ 12:00 PM

    One of the biggest untapped opportunities for financial professionals today is leveraging all the technological advances available to you such as social media marketing, video production services and web-based leads. To be successful in today’s technology driven world, you need to have a compelling online presence for your financial services business.

    Read More

    Tags: prospecting, marketing for independent agents

    Why Many IMOs Have Earned a Bad Reputation

    Posted by Mark Triplett on Wed, Oct 25, 2017 @ 12:00 PM

    I recently attended a conference with about 40 other investment advisor representatives. As successful business entrepreneurs, they hold themselves to a high standard and are passionate about their profession. Oh, and did I mention that they toss around the acronym "IMO" like it's a swear word?

    Read More

    Tags: prospecting, marketing for independent agents

    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 professionals 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.

    Read More

    Tags: practice management, marketing for independent agents

    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. 

    Read More

    Tags: prospecting, practice management, marketing for independent agents, retirement strategies

    Golf Outings: A Financial Services Tool for Client Appreciation

    Posted by Partners Advantage on Tue, Jun 13, 2017 @ 12:35 PM

    Spring has sprung and summer is on its way! This time of year makes many want to get their golf clubs out and hit the golf course. As you may know, golf can become addicting no matter how great or how “not so great” your game may be. As a financial professional you probably find little time to enjoy a golf game, and would love the opportunity to be on the course a little more often. Have you thought of using golf as a client appreciation event? The truth is that if you don’t appreciate your clients, someone else will. 

    Read More

    Tags: prospecting, marketing for independent agents, retirement strategies

    Why Financial Advisors Should Work with a Graphic Designer

    Posted by Travis Lee on Mon, May 01, 2017 @ 05:16 PM

    I’ve been writing about improving the design of your marketing materials for over six months. I’ve covered everything from designing your logo to creating a website. I would like to take a moment and briefly review the topics I’ve covered and the importance of why financial advisors should work with a grahpic designer.

    Read More

    Tags: prospecting, marketing for independent agents

    The Best Place to Host Your Prospecting Seminars and Workshops

    Posted by Partners Advantage on Tue, Apr 25, 2017 @ 05:35 PM

    When conducting prospecting events, location selection is a vital piece of the marketing puzzle and can have a great influence on its success as well as failure. With that said, we know that the entire outcome of the event is not solely based on the location as other factors such as presentation, topic, demographics etc. are vital as well. But the location selection should not be taken lightly or discounted.

    Read More

    Tags: prospecting, marketing for independent agents


    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.

    Subscribe via E-mail