Prospects and clients come to the process with a set of prejudices and objections quite often fed by consumer media. Insurance professionals can use the LAER method to work through those preconceptions.
With costs increasing daily, agents and advisors are looking for ways to stretch their hard-earned dollars. Two industry experts recently offered helpful hints on how to market your practice on a shoestring.
Succeeding as a female advisor in today’s male-dominated financial-services industry is not a task for the faint-hearted. Two high-performing female advisors share advice for moving a practice from good to great.
By identifying key collaborative client and advisor traits, being active in your community, and constantly looking for new prospects, you’ll be able to regularly and authentically grow your business while making a positive impact.
As agents and advisors look for ways to increase long-term-care insurance (LTCI) sales, they are discovering that dispelling common myths about LTCI usually goes a long way in helping to make a connection and attract new buyers.
While market volatility, compliance pressures and a competitive landscape have created a challenging environment for financial advisors seeking new clients, a defined marketing strategy can lead to greater success, according to a recent Broadridge Financial Solutions survey.