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...
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...
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 Planning Professional Unlearned Lessons
A decade or two ago, those who sold financial products and services realized that consumers did not want to be sold stuff. Around the...
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...
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...
Three Essentials to Lead Generation Success
Lead generation is a science with principles that anyone can apply. It is not an art. Let’s look at the basic elements of a...