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    Could This New Way of Marketing Transform How You Prospect?

    Posted by Lori Fogle on Wed, Jul 17, 2019 @ 12:00 PM

    There is a subtle, but powerful shift happening in marketing and it could affect the way you prospect for clients.

    The traditional way of marketing was a “push” method where you pushed your product, your service, your offer to the client by way of an ad in a trade publication, cold-calling, or in-person sales pitches. And there are times this still works, but there's a new marketing method in town and it can attract more clients and build stronger, longer-lasting relationships.


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    Tags: workshops and seminars, prospecting, marketing for independent agents

    6 Ways to Help Increase Attendance for Financial Services Workshops

    Posted by Mark Triplett on Wed, Mar 06, 2019 @ 12:00 PM

    There are several ways financial professionals can lift their workshop attendance whether prospects register through traditional direct mailing methods or digital marketing strategies. The same processes can help increase attendance for both prospecting tactics. Financial professionals should be confident enough with their processes to potentially spend a significant amount of time and money on finding and converting prospects into clients.

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    Tags: workshops and seminars, prospecting

    Getting Your Prospect to Think About Longevity, and Longevity Calculators

    Posted by Partners Advantage on Tue, Jan 30, 2018 @ 12:32 PM

    How often do you search for a way to get the conversation with a prospect rolling on the right track, particularly taking the discussion into retirement planning territory? You can use the phrases below and the links provided to help shape a thought-provoking conversation and encourage your clients to spend a few minutes “predicting” how long they might live and what a potentially long life could mean.

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    Tags: prospecting, sales techniques

    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

    How Financial Professionals Can Find More Leads

    Posted by Partners Advantage on Wed, Dec 20, 2017 @ 12:00 PM

    One of the most common questions I get from advisors is "How can I find more leads"? You need to first evaluate the lead generation methods you currently use and improve them, or select alternative ways to market your business.

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    Tags: prospecting

    Why Financial Professionals Need a Marketing Calendar for Their Businesses

    Posted by Mark Triplett on Wed, Dec 06, 2017 @ 12:42 PM

    Many financial professionals I speak with believe that they can grow their business if they have more prospects to see. There’s truth to this. Without prospects to see, you are unemployed. If you don't have anybody to serve, then you're out of business. Unfortunately, many of those same professionals are poor at prospecting and are struggling to get more clients. Often it comes down to lack of direction, focus, and commitment to prospecting efforts.

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    Tags: prospecting, marketing for independent agents

    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

    The First Step of Social Media Marketing for Financial Professionals

    Posted by Steven Bieber on Wed, Nov 01, 2017 @ 12:00 PM

    One of the biggest untapped opportunities for financial professionals today is leveraging all the technological advances available to you such as social media marketing, video production services and web-based leads. To be successful in today’s technology driven world, you need to have a compelling online presence for your financial services business.

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    Tags: prospecting, marketing for independent agents

    Why Many IMOs Have Earned a Bad Reputation

    Posted by Mark Triplett on Wed, Oct 25, 2017 @ 12:00 PM

    I recently attended a conference with about 40 other investment advisor representatives. As successful business entrepreneurs, they hold themselves to a high standard and are passionate about their profession. Oh, and did I mention that they toss around the acronym "IMO" like it's a swear word?

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    Tags: prospecting, marketing for independent agents

    5 Important Lessons From Workshop Prospects Who Said "No Thank You"

    Posted by Mark Triplett on Wed, Oct 04, 2017 @ 12:00 PM

    When my firm first started hosting workshops, our attendance was average, and the amount of attendees scheduling visits with us was about 40 to 50 percent. Learning five important lessons from workshop prospects increased the number of attendees meeting with us to nearly 80 percent.

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    Tags: workshops and seminars, prospecting

    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.