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5 Ways Financial Professionals Can Become Known in Their Target Market

Posted by Partners Advantage on Wed, May 26, 2021 @ 12:00 PM

We think you’ll agree with us when we say:

It’s REALLY difficult to break through the marketing noise and reach high-value clients.

But as it turns out, there ARE ways you can dramatically increase the chances of prospective clients approaching YOU.

In fact, the five ways we’ll share with you, all help increase your authority. And according to this Forbes article, “trusted authorities who consistently provide insight to the marketplace affirm the need (and desire) to hear from them, follow them, learn from them and work with them.”

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Tags: prospecting, best sales techniques, Marketing and Branding for Financial Professionals

How Mike Turned 1-Minute Videos into First Appointments

Posted by Lori Fogle on Wed, Sep 23, 2020 @ 12:00 PM

Of course we're not suggesting a magic pill and it’s taken effort, but one of the financial professionals we work with, Mike, found a way to get in front of prospective clients on a consistent basis – which opened the door to new opportunities…

Read on to learn what he did to land new business even though he’d just opened his financial services practice a couple months before the pandemic hit.

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Tags: prospecting, marketing for independent agents

Not Sure When to Use a Term Conversion Strategy? Here's What You Need to Know

Posted by Lori Fogle on Wed, Sep 09, 2020 @ 12:00 PM

“I had another agent refer a client to me and suggested I look at a term conversion strategy for her. But I don’t know when you’d use a strategy like that…” The comment was made during a conversation we recently had with one of our contracted agents. So, in this post, we're going to tackle the topic -- who's a good prospect and what's possible with a convertible term policy...

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Tags: prospecting, sales techniques, living benefits, term conversion, term convertible life insurance

3 Mistakes You're Making at Workshops and Seminars (and how to fix them)

Posted by Lori Fogle on Wed, Mar 04, 2020 @ 12:00 PM

When it comes to workshops and seminars, everything matters. And I do mean everything. Too many times financial professionals think that if they just show up and dazzle people with their intelligence, then those in attendance will want to meet with them. Unfortunately, that could not be further from the truth...

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Tags: workshops and seminars, prospecting

How Financial Professionals Can Multiply Their Marketing Efforts

Posted by Lori Fogle on Wed, Nov 27, 2019 @ 12:00 PM

If you're tired of cold calls to drum up business, want more than a mailing campaign, OR you're looking for a way to get seen by more of your ideal clients — you may be interested in a different way to grab your prospect’s attention in a crowded market...

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Tags: prospecting, marketing for independent agents

[Financial Professionals] Want to Get More Appointments from LinkedIn? Read This.

Posted by Lori Fogle on Wed, Oct 09, 2019 @ 12:00 PM

Have you been on LinkedIn sharing, commenting, posting content, and yet... still don't see what all the hype is about? If gaining a client or even a solid lead off LinkedIn has eluded you, then you may want to change how you approach prospecting on this platform. 

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Tags: prospecting, marketing for independent agents, sales techniques

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, CEO of Triplett-Westendorf Financial Group 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

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.