Imagine this: you’re great at your job. You make sales, you manage your clients’ assets well and you’re an attentive advisor who makes sure to follow up. But you can’t get a call back from referrals and your prospects aren’t scheduling appointments. You can’t figure out why.
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While a healthy culture can make or break your organization’s success, like any good thing in life, it takes hard work and perseverance. Research shows organizations that intentionally invest their efforts to improve workplace culture and align it with company values are not only more profitable, but also more recognized.
A COVID-19 Diagnosis And Election Uncertainty: The Market Impact
Speculation has been increasing that the November election results may be delayed or disputed, or both. A contested election might affect financial markets in several ways. Also, the news that President Donald Trump has tested positive for COVID-19 may potentially impact markets as well.
The recent correction in the S&P 500 Index’s technology sector presents a unique challenge to markets following a historic stretch of outperformance as technology’s share of the market has ballooned in size.
The SECURE Act is great news for holistic advisors, many of whom are quickly realizing that the act touches nearly all aspects of their clients’ financial lives. The act creates opportunities for retirement accumulation planning, retirement distribution planning, tax management, charitable giving and estate planning.
The insurance industry is in the midst of a paradigm shift. The rise in digitization is bringing a host of technologies that are disrupting the industry, while bringing new efficiencies and expanding business opportunities to everyone in the insurance value chain. It’s also changing the way we do business.
The Social Determinants Of Health: Why Insurers Should Care
According to the World Health Organization, more than 60% of health outcomes are the result of social determinants of health such as economic strain, food insecurity, housing instability, social isolation and poor health literacy. These social risk factors in people’s lives create significant impacts in their health outcomes, utilization patterns and costs.
Prospecting, obtaining referrals and securing business in financial services require a foundation of trust among multiple parties. You can use just five percent of your time to network with confidence – generating and maintaining likability and trust by elevating your professional presence.
Economic Recovery On Track, But Some Signs Of Weakness
With the COVID-19 news better, the economic recovery remains on track, albeit with some areas of concern. One worth watching is consumer confidence and spending, with signs of weakness. Financial markets continue to show turbulence, as investors process the headlines. Let’s take a look at the details.
As employers look for new ways to contain health care costs, more are looking into reference-based pricing – the model that sets top prices for specific prescriptions, procedures and services. Because this model is still relatively new, your clients (and their employees) may have more questions and require more education than with other plans.
Politics Is The Wild Card In Planning For Taxes
Whether it’s life insurance, annuities, stocks, bonds or any other product, contract or construct, the need for or desire to own the products you sell relies on your client’s perception of the current and future tax implications. And the tax code is a rapidly moving target.
7 Tips To Pull Prospects In, Inspired By Tom Brady
When we focus on our closes, we’re chasing commissions, not building our business. We spend time with prospects who will never buy from us because we’re afraid – afraid we’ll lose something we don’t have. What would Tom Brady do?
The COVID-19 pandemic has put a spotlight on the significant role life insurance plays in the cycle of life, as well as the importance of modernizing the sales model to withstand dramatic disruptions to the ways the industry typically operates.
People might not have been able to prepare for a pandemic, but they can prepare for a disabling accident or illness that can happen at any time by getting disability insurance.
After virtually no volatility since March, market-watchers got a heavy dose of it with the recent three-day 10% correction in the NASDAQ—one of the fastest corrections ever, and the fastest ever from a record high. Historically, the NASDAQ has tended to rise after fast corrections. What will happen this time?
Will Virus Success Push The Economic Recovery?
The past week has seen continued improvement with the coronavirus, with the case growth rate down to new lows and case growth below 30,000 per day for the first time since June 21. The pandemic remains under control, and things are still getting better. The control measures are working.
With the S&P 500 Index up more than 50% since the March lows and stocks pricing in an optimistic recovery in the economy and corporate profits, we believe stocks may be due for a pullback—and the drop that occurred September 3–4 may be the start of it. Here are some other things to look out for in the weeks ahead.
As the severity of COVID-19 continues to alter America’s workforce, investment advisories across the country have transitioned to the work-from-home model. From Wall Street to Main Street, we have seen a seismic shift in culture to ensure safety among employees and the public.
10 Tips For New Agent Success
It’s vital to start your career off the right way to avoid the pitfalls that eliminate many insurance agents from the industry. Here’s a list of Top 10 tips to combat the high rate of new agent drop-out rates. Following these recommendations may make the difference between failure and success.
Election Preview, Part II: Upside And Risks
A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration, and importantly for financial markets, a continuation of the status quo.
