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    7 Top Sales Techniques for Financial Advisors and Insurance Agents

    Posted by Partners Advantage on Wed, Jan 03, 2018 @ 12:00 PM

    The selling landscape has changed. Going door to door and cold calling to sell financial products is not as effective as it once was. So what should financial professionals try to do to increase their sales?

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    Tags: selling style, sales management

    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, sales management, business management

    3 Negative Beliefs Many Prospects Have About Financial Professionals

    Posted by Partners Advantage on Wed, Sep 06, 2017 @ 12:00 PM

    Since the industrial revolution, traditional selling has been trained and practiced by almost every industry and business model known to mankind. It appears many of us have been taught to sell in a very similar way, but this traditional sales approach has begun to present some serious problems.

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    Tags: prospecting, sales management

    Top 6 Business Mistakes of Financial Advisors (and How to Avoid Them)

    Posted by Steven Bieber on Thu, Feb 02, 2017 @ 05:36 PM

    Financial advisors often make simple mistakes that they can correct to improve their businesses. These mistakes reduce their potential and can cause business to slow, or even worse, start to decline. Here are the top six mistakes you should avoid making in your financial services business.

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    Tags: strategies, prospecting, sales management, improved revenue, consistent advisor, business management

    Why Financial Advisors Should Participate in Mastermind Group Meetings

    Posted by Mark Triplett on Tue, Jan 31, 2017 @ 05:13 PM

    Humans need a tribe. We are social animals, and most of us need to feel a part of something larger than us to feel OK. We need to know someone has our back. In return we’ll have theirs. As a unit we’ll be secure and succeed. We’ll overcome challenges and achieve great things. 

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    Tags: sales management, improved revenue, consistent advisor, business management

    8 Things an IMO Should Do for Their Insurance Producers this Year

    Posted by Jeff Janes on Thu, Jan 05, 2017 @ 05:41 PM

    The independent industry doesn't do a really good job of surveying it's field force regarding what they look for in an Independent Marketing Organization (IMO). Having been around the business for more than 20 years, and having talked with thousands of insurance agents regarding their wishes and wants, I thought I'd put together a listing of the top field requests I've heard over the past few years.

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    Tags: strategies, incentive programs, prospecting, selling style, sales management, Coaching, improved revenue, marketing

    What Your Body Language Tells Your Prospects

    Posted by Partners Advantage on Thu, Nov 17, 2016 @ 05:12 PM

    Communication is an interesting topic. Many of us seem to think that communication is all about how we connect with each other through the use of our words and our vocabulary. But unfortunately it’s a little more complex than that. You need to consider what your body language tells your prospects and clients when you are communicating with them.

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    Tags: prospecting, sales management, marketing

    What Your Prospects Need to Hear You Say

    Posted by Partners Advantage on Wed, Nov 09, 2016 @ 05:03 PM

    There are a few things your prospects need to hear you say to make them feel comfortable with working with you and following your process. These statements will make a positive impression and experience for your prospects. Your words must be backed by action and should be part of your consistent process.

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    Tags: prospecting, sales management, business management

    3 Mistakes You're Making at Workshops and Seminars

    Posted by Partners Advantage on Mon, Nov 07, 2016 @ 05:42 PM

    When it comes to workshops and seminars, everything matters. And I do mean everything. Too many times financial advisors 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 farther from the truth. 

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    Tags: prospecting, sales management

    Do You Talk Yourself Out of a Financial Product Sale?

    Posted by Scott Turner on Mon, Sep 26, 2016 @ 05:21 PM

    You just gave the sales presentation of your life. It couldn't have gone any better.  You look at your clients. They have a glazed look in their eyes and they have no idea what you just said. Where did it go wrong?

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    Tags: prospecting, selling style, sales management, business 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.