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...
Breakthrough In Seminar Results
I write this post from the experience of conducting over 200 seminars as a financial advisor, reaching the point where 65% of attendees would...
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...
Insurance Agents Ought to be Registered Investment Advisers
The securities professional is no more informed than you at handling investments. You may believe that the financial planner knows so much more about...
Fixing Abysmal Sales Skills Part 2
Life Insurance Companies and Their Agents Don’t Know How to Sell Insurance
(and most sales professionals don't really know the definition of sales)
The problem of...
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...
Selling Financial Products–Why You Lose Most Sales
If honest with yourself, you’ll admit that you have lost more investment or insurance sales over your career than you have closed. While at...
Financial Professionals Don't Need More Financial Knowledge
Knowledge You Don't Need
Reading the Wall Street Journal, Investors Daily and whatever you think you need to do to stay current provides no revenue. ...
Two Steps to Eliminate Rejection From Your Sales Process
Do you feel rejected when people don’t want what you are offering? Actually, when people do not want what you offer, they usually say...
Financial Advisor Clients – Don’t Educate Them
Financial Advisor Clients – Don’t Educate Them
A lot of foolish financial advisors have taken some advice to educate their clients. But that’s a waste...