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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.
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:
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?
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.
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.
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.
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.
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.
“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.
Tags: practice management
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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.