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    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, best 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, CEO of Triplett-Westendorf Financial Group 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, CEO of Triplett-Westendorf Financial Group 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

    How to Present Concepts to Prospects Who are Interested in Details

    Posted by Partners Advantage on Thu, Jan 19, 2017 @ 05:53 PM

    For many years the approach to conveying a specific or broad topic was done by what is called a concept presentation. This approach gave the presenter the ability to discuss or highlight a specific product feature or planning technique without going into specific details. Now clients are looking for detailed information on their own before visiting with a financial advisor.

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    Tags: prospecting, sales techniques, best sales techniques

    5 Traits of the Most Successful Financial Advisors

    Posted by Partners Advantage on Wed, Jan 11, 2017 @ 05:23 PM

    What separates the most successful financial advisors from average advisors?  It’s pretty simple really. Here are the five traits of the most successful financial advisors...

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    Tags: prospecting, coaching, sales techniques

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

    Posted by Partners Advantage 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: prospecting, coaching, marketing for independent agents, retirement strategies, sales techniques

    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, marketing for independent agents, sales techniques

    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.