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    Insurance Agent Grows His Business 5 to 10X with Retirement Analysis Software

    Posted by Lori Fogle on Wed, Jul 31, 2019 @ 12:00 PM

    For years, business was as good as David thought it could get. But about a year and a half ago, he started questioning whether there was way he could provide more value to his clients and get away from feeling like the stereotypical “product-pusher.”

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    Tags: practice management, sales techniques

    Why You Aren't Selling More IUL (And What You Can Do About It)

    Posted by Lori Fogle on Wed, Apr 24, 2019 @ 12:00 PM

    Savvy financial professionals know it’s not easy to sell something “invisible” like an idea. It’s very different than selling a physical product. You’ve probably seen a lot of great sales concepts rolled out by insurance carriers and marketing organizations, but how many worked in a real-world setting?

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    Tags: IUL (indexed universal life insurance), sales techniques

    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

    Best 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: sales techniques

    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

    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 techniques

    Selling to Younger Prospects in the Age of Technology

    Posted by Partners Advantage on Mon, May 15, 2017 @ 05:14 PM

    Selling across demographic lines has its challenges. Selling to younger prospects can be difficult because this segment of society grew up during a different time and have a far different view of the world than those that came before them. The differences make this sales environment more challenging. Let's discuss the two main reasons it is far more challenging to sell to younger generations.

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    Tags: prospecting, practice management, sales techniques

    How to Succeed as an Independent Financial Professional

    Posted by Mark Triplett on Mon, Feb 06, 2017 @ 05:06 PM

    A career as an independent financial professional is rewarding beyond comprehension in many ways. Effecting lives of the clients you touch in a positive way is spirit-raising. There’s nothing like standing by your clients’ side as they identify their challenges, acknowledge them, take ownership, and make a decision to take action with you as their guide. 

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    Tags: coaching, practice management, sales techniques

    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: prospecting, coaching, practice management, retirement strategies, sales techniques

    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: coaching, practice management, sales techniques


    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.

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