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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

Updated: Nov 2020

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 Partners Advantage 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

Are Your Clients Hiding Financial Assets from You?

Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Sep 20, 2017 @ 12:00 PM

How well do you think you know your clients? What about their complete financial profile? If you have been in the industry for a while you may believe you know everything. However, most financial professionals who confidently tell me this are kidding themselves. Why can I confidently say this?

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Tags: practice management, retirement strategies

5 Reasons to Create a First Impression Kit for Your Business

Posted by Travis Lee on Wed, Aug 23, 2017 @ 12:00 PM

A First Impression Kit is an essential tool for your business. It can impress your prospects and clients by making you look professional. A First Impression Kit is a package of your marketing materials that has consistently branded pieces. Each piece has your logo and your unique look and feel. 

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Tags: prospecting, practice management

These 7 Reasons are Why Top Producers Have More Success

Posted by Partners Advantage 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.

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Tags: practice management, marketing for independent agents

5 Valuable Lessons I Learned from a Prospect Who Said "No"

Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jul 12, 2017 @ 05:36 PM

Being rejected by a prospect does not have to be a total loss. There are many things that can be learned from a prospect who said "no" and a chance you could improve your financial services business. 

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Tags: prospecting, practice management

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. 

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Tags: coaching, practice management, retirement strategies

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. 

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

Why and How Financial Professionals Should Fire a Client

Posted by Partners Advantage on Wed, May 17, 2017 @ 05:39 PM

“You’re fired!” is something most financial advisors would never think of saying to one of their clients.Financial professionals are often afraid to let a client go, but there are times that they should. Let's look at the main reasons why you should fire a client and how to do so in a professional way.

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Tags: practice management


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.