by Ford Stokes | Jun 21, 2023 | Accumulation & Retirement Income, Ford Stokes, Wealth
As retirement nears, many people are worried about the potential risks posed by near-zero returns from the U.S. and global equities in the coming decade. With traditional investments offering little to no return, how can your clients protect their retirement savings?...
by Ford Stokes | Sep 14, 2022 | Ford Stokes, Sales & Marketing, Sales Tips
About Author advdemo1 view all articles by this contributor Agents and advisors like us know how hard it is to get everything done when you’re juggling numerous different sales pursuits and customer service operations seven days a week. Even though we can make our own...
by Ford Stokes | Sep 14, 2022 | Ford Stokes, Marketing Best Practices, Sales & Marketing
About Author advdemo1 view all articles by this contributor I’ve had a lot of success with my radio show, The Active Wealth Show, but that success was built on years of effort and experience. During that time, I’ve identified what I think are the seven key elements...
by Ford Stokes | Aug 19, 2022 | Ford Stokes, Marketing Best Practices, Sales & Marketing
About Author advdemo1 view all articles by this contributor How do you talk to hundreds — or even thousands — of people if there’s no one actually in front of you? How can you engage with listeners when you can’t read their expressions or even hear their responses?...
by Ford Stokes | Aug 19, 2022 | Ford Stokes, Sales & Marketing, Sales Tips
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 & Marketing, Sales Tips
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...