The Worst Idea You Can Have This Holiday Season
This post was contributed by David Sage of Brokerville
The worst idea you can have is that you can’t do business during the holidays. The...
Insurance Agents Efforts Misdirected
I just reviewed several websites about being a successful insurance sales agent and little what I read is true based on my experience selling...
New Financial Advisor – Don't Network for Clients
As a new financial advisor, you are desperate to get clients and should be. The failure rate of new advisors / insurance agents...
Insurance Lead Generation Success with Google
A lot of insurance agents are unfamiliar with Internet marketing and don't understand how to do it. One of the easiest ways to to...
Insurance Prospecting Gone Wrong
Insurance Prospecting Gone Wrong
It continually shocks us that so many people (insurance agents, stockbrokers, financial planners) are recruited into financial services with no sense...
You Advise People About Their Money – But You're Broke!
There's the old joke about financial advisors who come to the office by bus to advise clients who come to meet in their Mercedes.
If...
The Holy Grail of Financial Marketing
Professionals in financial sales often make the sales part harder than it need be. I have seen the following occurrence many times. You may...
Financial Services Marketing Done Properly
There is No Shortage of New Business
Financial services professionals tell us that finding new business is their #1 challenge. But it's crazy. Each day,...
Insurance Leads are Jeckyll and Hyde
The Strange Case of Dr Jekyll and Mr Hyde is about strange occurrences between Dr Henry Jekyll, and the misanthropic Mr. Edward Hyde. The...
Financial Services Marketing vs Sales Pitches - Industry Still Confused
Can't Such a Profitable Industry Do Better?
The financial services industry is unfortunately addicted to a product-focused orientation such that sales are minimized. It may...