Marketing to Seniors for Retirement Financial Planners
Seniors have the bulk of money in this country and as explained in “the Millionaire Next Door”...
The Two Types of Wealthy Senior Clients
Are you ready to meet people who can fund thirty thousand dollar life premiums, buy six- figure annuities and open half million dollar fee-based...
Financial Services Marketing Made Easy
Insurance sales people tell us that insurance marketing, acquiring new clients, is their #1 challenge. But it’s ridiculous, as daily, thousands of individuals send...
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...
Don't Educate Your Prospects
Many advisors and insurance agents feel it’s important to educate their prospects. There’s an idea that if you educate your prospects, they can make...
Financial Advisors Marketing – Avoid These Failures
Too large a percentage of financial advisors marketing activities are unsuccessful. It doesn’t need to be that way so let’s look at the cause...
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...
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...
The Best Way to Market Financial Services -- for YOU!
Why One Marketing Approach Works for Other Financial Advisors And Not for You
The most common question rookies and veterans ask each other is: How...