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    What's Your Prospect's Problem? How and Why You Need to Figure It Out

    Posted by Lori Fogle on Wed, Sep 25, 2019 @ 12:00 PM

    When you say, ‘I sell annuities’ or ‘I sell life insurance’, your prospects might say, ‘So what?’ Why? Because you haven’t positioned it in a way that matters to them.

    If your overall sales or your seminar attendance, for example, has been lackluster — it could be because you’ve forgotten to include an important component in your sales message — your prospect's problem.

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    Tags: workshops and seminars, retirement strategies, 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 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

    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

    How You Can Turn More Workshop and Seminar Attendees into Clients

    Posted by Mark Triplett on Wed, Aug 09, 2017 @ 12:00 PM

    I don’t think there’s a workshop PowerPoint on the planet that directly results in sales of financial products. So far, I’ve never seen a financial presentation end with the presenter passing out applications for financial products and attendees getting out their checkbooks to buy. Solid workshop and seminar presentations can result in the right fit prospects raising their hands to meet with you.  

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    Tags: workshops and seminars, prospecting

    How to Improve the Effectiveness of Your Prospecting Presentations

    Posted by Partners Advantage on Wed, Sep 14, 2016 @ 05:26 PM

    We've all sat through presentations that almost put us to sleep. A good speaker who understands the elements of powerful prospecting presentations can make any information engaging to the audience. Here are a few tips to dramatically improve the professionalism and effectiveness of your prospecting presentations.


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

    Why A Professional Speaker Improves Your Prospecting Workshops

    Posted by Partners Advantage on Tue, Aug 30, 2016 @ 05:30 PM

    Are your presentations failing to generate appointments? It may not be the information you're providing, but how it's presented. Here are the top reasons why a professional speaker will improve the quality and results of your prospecting workshops and seminars. 

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

    How To Establish a Marketing Budget

    Posted by Jeff Janes on Tue, Jun 28, 2016 @ 10:00 AM

    We continuously strive to help agents grow their practice through proven prospecting and business management programs.  During our initial meetings with agents from all across the country, one of the main questions we ask is, "What's your annual marketing budget?"  This is a pivotal question and the answer we hear is telling.

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    Tags: workshops and seminars, prospecting


    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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