Tag: financial services marketing
Fundamental to Uber-Success in Financial Services Marketing
Would you like to call up your clients and have them buy whatever you recommend without hesitation? Would you like to have a database...
Top Financial Advisors Give Clients A Better Answer
Top Financial Advisors Give Clients A Better Answer Than “Just Be Patient.”
The bear market has taken its toll on many portfolios. And every day...
To Sell More, Stop Talking About Your Products
Do you like to be sold? Notice that when you see a sales pitch coming, your muscles tense up a bit and you put...
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 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...
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...
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...
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...
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...