Benefits of Working with the Mature Market (age 60+)
The mature market is the single best large market. (There are other great markets, such as people with assets over $10 million or presidents...
Top Producers Don't Focus on Results
Everyone inherits the conversations (aka beliefs) of his own culture. Many of these conversations are so much taken for granted, we don’t stop to...
Do You Fail at Your Biggest Business Challenge?
Insurance professionals and financial advisors tell us that insurance marketing and finding investors, obtaining new business, is their #1 challenge. However it is silly...
How to Keep Your Firm from Losing You Clients
They Don't Do It on Purpose
You may work for a large securities firm or large insurance company. It's also likely that these firms do...
Do Your Prospects Procrastinate? Here’s How to End It
Would you like to close more sales and close them faster? Then my experiments over the last 20 years as to why prospects do...
Get Unstuck. Change Your Mindset. Get to the Next Plateau.
There is no a human who has not become stuck at some point in reaching their goals. Those that move on and progress have...
Avoid the 5 Biggest Mistakes When Acquiring Doctor Clients
Vicki Rackner MD August 2013
Would you like to acquire more physician clients?
There are two kinds of financial advisors in the medical market: the high-performers...
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...
PPC is good For Agents and Advisors
Adword Basics
Google's arrangement for advertising your enterprise on its site and its affiliate sites is called Adwords. It's a PPC or "pay-per-click" method of...
Insurance Prospecting is Not for Insurance Professionals
This article on prospecting applies to any type of financial sale.
Your first boss told you that insurance prospecting is the life blood of your...