Lloyd Lofton is the founder of Power Behind the Sales. He is the author of The Saleshero’s Guide To Handling Objections, voted 1 of the 11 Best New Presentation Books To Read in 2020 by BookAuthority. Lloyd may be contacted at [email protected].
Embrace your inner financial superhero and get ready to soar through 2024 with these tech-tastic New Year’s resolutions.
Social Security overpayments have been in the news recently. What advisors and beneficiaries need to know.
Medicare enrollment season is difficult enough without having to compete against the thousands of ads on TV.
When a crisis hits in some area of the world, clients can depend on advisors who have the resources to support them.
Female advisors understand the importance of adapting their strategies to meet the changing needs of female clients.
In honor of Labor Day, here’s a story that illustrates the value and service insurance agents and financial advisors provide every single day.
California’s proposed long-term care bill could have several negative impacts on the population and the industry.
Inherited IRA beneficiaries will benefit from an advisor’s help in navigating the new IRS rules.
This revenue ruling has a narrower impact than it may feel like.
When targeting the LGBTQ+ market, advisors can highlight several key selling points to attract and serve this community effectively.
These trends represent a general overview of the industry and should continue to evolve as the financial landscape changes.
Mother’s Day is a good time to reflect on the monetary value of the work mothers do for their families and for society.
It remains to be seen how these changes will be implemented and what the full effects will be, but the executive order represents a step towards improving the health care system in the United States.
California lawmakers are considering Assembly Bill 567, which would create a long-term care saving program for W-2 workers in that state.
What led up to this crisis and why advisors should be appalled that it happened.
Use the provisions of SECURE 2.0 to open a conversation and answer prospect questions.
Make a commitment that you will keep and that will help you move past anxiety and fear to reach your goals.
The future is under no obligation to go along with your clients’ lack of plans and the end of 2022 brings with it some unique opportunities for your clients and for you.
A report generates some ideas on how to reach an important market segment.
What if our marketing message told a story of how consumers in this niche market can ensure their family could pay their monthly bills or their mortgage while preventing their loved ones left behind from facing a difficult situation due to a premature death?
