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    5 Hard-Learned Lessons From the DOL: An IMO Perspective

    Posted by James Wong on Wed, May 08, 2019 @ 12:00 PM

    It’s been 10 months since the DOL Rule was vacated. That’s it, less than a year since our world was turned upside down. And we know that it’s still in the process of changing the way we do business forever.

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    Tags: practice management, agency resources

    Top 4 Succession Options Producers Can Share with Business Owners

    Posted by Bill Jackson J.D. CLU on Wed, Apr 03, 2019 @ 12:00 PM

    The business market can be one of the most lucrative but under served segments for financial professionals. One of the most difficult scenarios business owners face is the solely owned business. Without another major owner to participate in a traditional buy out, many businesses end up being liquidated at little value with a negative impact on the employees.

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    Tags: practice management

    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: practice 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: practice 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: practice 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: practice management

    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: practice 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: prospecting, practice management

    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, practice management, sales techniques

    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: IUL (indexed universal life insurance), practice management, retirement strategies

    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.