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How Should Financial Professionals Deliver Bad News to Clients and Prospects?

Posted by Partners Advantage on Wed, Apr 29, 2020 @ 12:00 PM

Delivering bad news is always a very difficult thing to do. It’s difficult with our family and friends. It can be even more challenging with prospects and clients. So, what should you do?

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Tags: practice management, Client experience

Switching from Commission-Only to a Hybrid-Advisor Model: Is it right for you?

Posted by Lori Fogle on Wed, Mar 11, 2020 @ 12:00 PM

Which is “better,” commission-only or a hybrid (fee and commission) model, is the wrong question to ask. Even though the DOL rule did not take effect, the regulatory environment is constantly evolving and it can cause us to think along these lines. However, one model isn’t necessarily better than the other, but it’s a decision many financial professionals are faced with should I make the switch to a hybrid model?

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Tags: practice management

How to Add to Your Bottom Line (without acquiring new clients)

Posted by Lori Fogle on Wed, Feb 26, 2020 @ 12:00 PM

Have you ever taken a moment to calculate just how much an assistant adds to your bottom line? That's right, adds to your bottom line. Too many financial professionals look at having an administrative assistant as an expense they just can't afford, but I can assure you, if you leverage that resource correctly, your assistant can dramatically improve revenue and contribute tremendously to your bottom line.

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Tags: practice management

Insurance Agent Grows His Business 5 to 10X with Retirement Analysis Software

Posted by Lori Fogle on Wed, Jul 31, 2019 @ 12:00 PM

For years, business was as good as David thought it could get. But about a year and a half ago, he started questioning whether there was way he could provide more value to his clients and get away from feeling like the stereotypical “product-pusher.”

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Tags: practice management, sales techniques

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

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

For archival purposes only – DOL Rule was vacated on June 21, 2018.

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

4 Goals Financial Professionals Should Set and Achieve This Year

Posted by Partners Advantage 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, CEO of Triplett-Westendorf Financial Group 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

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.