by Ford Stokes | Aug 19, 2022 | Ford Stokes, Sales Ideas
About Author advdemo1 view all articles by this contributor At times, agents and advisors can lose sight of what the primary goal is for each appointment — or even phone calls — with qualified client prospects. For me, it’s simple: what I try to do is to...
by Ford Stokes | Aug 17, 2022 | Ford Stokes, Sales Ideas
About Author advdemo1 view all articles by this contributor Referrals are extremely important to any agent or advisor’s business. Generating referrals is even more essential in a post-Covid world, as it’s become harder and harder to market effectively where...
by Ford Stokes | Jul 7, 2022 | Ford Stokes, Marketing Articles
About Author advdemo1 view all articles by this contributor Picture this: you’re a client in search of a qualified financial advisor, someone you can trust with not only your life savings, but your livelihood. You walk into their dated office, which is filled...