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    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. 

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    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 graphics designer.

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    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.

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    Tags: prospecting, marketing for independent agents

    Are PowerPoints a Financial Professional's Friend or Enemy?

    Posted by Partners Advantage on Thu, Apr 20, 2017 @ 02:18 PM

    The purpose for PowerPoints has been lost on many financial professionals because of those presenters’ own shortcomings at presenting. For many that do presentations wrong, the idea of putting together a long deck of beautiful slides that are extremely wordy automatically makes them think the presentation will be well received. The amount of time preparing for what is really important— practicing the words you use and how you use them—has gone by the wayside.

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    Tags: marketing for independent agents

    3 Steps to Create Walking Billboards (Referrals) for your Business

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Thu, Apr 13, 2017 @ 05:18 PM

    Almost any business would benefit from their clients singing their praises in a public place. Imagine if you could create walking billboards for your company, spreading your message when you are not around to do it yourself. They could infiltrate social groups that you may have been cut out from entering.

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    Tags: prospecting, practice management, marketing for independent agents

    Font Matters: 5 Ways Advisors Can Improve Their Marketing Materials

    Posted by Travis Lee on Tue, Apr 11, 2017 @ 05:56 PM

    One way to make a bad first impression is by misusing fonts and typefaces. This is especially true when it comes to the financial and insurance world. If you come off as unprofessional, the client will not trust you. Trust is key for financial advisors.

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    Tags: practice management, marketing for independent agents

    Why You Need Consistently Branded Marketing Materials

    Posted by Travis Lee on Wed, Feb 08, 2017 @ 05:41 PM

    Let’s say you have brochures, flyers, letterhead and business cards for your business. You’re very proud that you created these pieces…but you have a problem. They don’t look as professional as they should and you can’t quite figure out why.

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    Tags: coaching, practice management, marketing for independent agents

    8 Things an IMO Should Do for Their Insurance Producers this Year

    Posted by Partners Advantage on Thu, Jan 05, 2017 @ 05:41 PM

    The independent industry doesn't do a really good job of surveying it's field force regarding what they look for in an Independent Marketing Organization (IMO). Having been around the business for more than 20 years, and having talked with thousands of insurance agents regarding their wishes and wants, I thought I'd put together a listing of the top field requests I've heard over the past few years.

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    Tags: prospecting, coaching, marketing for independent agents, retirement strategies, sales techniques

    Why Advisors Need Credible Financial Literacy Certifications

    Posted by Partners Advantage on Wed, Dec 21, 2016 @ 05:29 PM

    Over the course of the past 10 to 15 years many designations have come and gone. Many were merely alphabet soup behind the person’s name and had little to no value or legitimacy. Several financial advisors have tried to recreate themselves with self-appointed designations that would somehow differentiate them from the rest of the industry or their local competition. Unfortunately, that tactic doesn’t work.

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    Tags: prospecting, practice management, marketing for independent agents

    What Your Logo's Colors Mean to Prospects and Clients

    Posted by Travis Lee on Mon, Dec 19, 2016 @ 05:04 PM

    Colors have different meanings around the world. Take yellow for example: It can mean energy, happiness, cowardice or even hopefulness. It depends where you are and what the attitudes are. Everyone has different associations and experiences with color.

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    Tags: prospecting, marketing for independent agents

    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.