Insurance Lead Generation 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...
How Money Managers Invigorate Business
You’ve heard it a million times—we’re in a relationship business. But most brokers don’t act like it. They still think there business is managing...
How Many Clients Should You Have?
Is More Really More? Only You Know
Ralph and Diane were both successful financial advisors. Each had been in the business for about three years,...
How to Schedule More Sales Appointments
Scheduling More Sales Appointments
It’s best to think about success in its components. Your sales success is made up of these 3 components:
the quality of...
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...
Self Promotion II for Financial Advisors
Self Promotion II for Financial Advisors
Chris was having lunch with her assistant, Mike, at their local coffee shop when an elderly couple approached her.
“Excuse...
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...