by Austin James | Sep 27, 2023 | Austin James, Protection/Income, Sales & Marketing, Sales Tips, Wealth
As consumer demand for annuity contracts continues to surge, now’s the perfect time for financial professionals to become licensed to sell annuities. Typically, commissions are higher on annuities than what we can make selling other insurance products, due to the...
by Jennifer Thackeray | Sep 18, 2023 | Jennifer Thackeray, Sales & Marketing, Sales Tips
Financial professionals may be compromising their effectiveness by not providing clients with adequate time and attention. New research shows that almost one-third of financial advisors say they don’t have nearly enough time to spend with their clients. Register...
by Austin James | Sep 18, 2023 | Austin James, Sales & Marketing, Sales Tips
Artificial intelligence (AI) technology is quickly becoming a necessity in the financial industry, with investors and professionals alike seeing the technology as a great asset. According to the Morgan Stanley Wealth Management Survey, 74% of investors believe this...
by Jeff McCRight | Aug 15, 2023 | Jeff McCright, Marketing Best Practices, Sales & Marketing
As a financial professional, you understand the importance of connecting with clients and providing stellar service, and it’s no secret that customers’ online reviews and ratings can have a major impact on your business reputation. In the age of the...
by Frank Ragsdale | Aug 15, 2023 | Frank Ragsdale, Sales & Marketing, Sales Tips
Cross-selling can be a winning situation for customers, agents and insurers alike. By bundling multiple services and solutions within one company, customers can enjoy convenience and cost savings, while agents and insurers can benefit from reduced customer acquisition...
by Greg Segovia III | Aug 15, 2023 | Greg Segovia III, Marketing Best Practices, Sales & Marketing
Financial professionals are always looking for new and creative ways to market their services and engage with their clients. Social media can be a great way to do this, but it can also be tricky to navigate. With the right strategies in place, financial professionals...
