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,...
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...
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...
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...
Qualifed Insurance Leads
Not finding enough qualified insurance leads. Perhaps the reason is here.
Some insurance agents use lead generation techniques that create unqualified insurance leads (i.e. poor...
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...
How to Set an Insurance Appointment
How to Set an Insurance Appointment
Before you can make an insurance sale you first need to make another sale called the insurance appointment. Realize...
Need for a Financial Advisor
Do I need a financial advisor?
A decade ago, while researching how seniors made their selection of a financial advisor, I warned that times were...
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...
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...