by A&A Editorial Team | May 3, 2023 | A&A Editorial Team, Marketing Best Practices, Sales & Marketing
Your brand is an extension of you — whether it’s your name or your business. A brand not only offers great products and services, but it’s a direct reflection of how you make people feel. To build your brand, agents and advisors need to gain trust from their...
by Frank Ragsdale | Apr 21, 2023 | Frank Ragsdale, Sales & Marketing, Sales Tips
I was talking to an agent recently and he asked me how he could increase his revenue, aside from just selling more Medicare Supplement policies. Before I could even answer, he immediately followed up with another question: “Oh yeah, and how do I increase my customer...
by Bernadette McCarthy | Apr 20, 2023 | Bernadette McCarthy, Sales & Marketing, Sales Tips
As a project manager, I can make it look easy to get and stay organized. I have a list of things to do — meetings to attend, calls to make, emails to send — but when it comes to actually doing them, my brain is like Swiss cheese: full of holes. Register to read entire...
by Jeff McCRight | Apr 14, 2023 | Jeff McCright, Sales & Marketing, Sales Tips
“Closing” isn’t just about the words or tactics you use at the end of the sales process. A strong close requires a foundation built throughout your sales process. If you don’t set yourself up properly before decision-making time, you aren’t closing...
by A&A Editorial Team | Mar 22, 2023 | Sales & Marketing, Sales Tips
What do money and time have in common? They’re both limited resources that are gone forever when spent. When I worked as a personal producer, I was purchasing and pursuing leads, but I wasn’t leveraging the time and the effort spent on more business. It wasn’t...
by Nick Hildenbrand | Mar 22, 2023 | Marketing Best Practices, Nick Hildenbrand, Sales & Marketing
Lead generation is a critical part of the marketing process. Without leads, businesses can’t make sales and grow. Our industry is especially competitive, and insurance agents and financial advisors are always looking for new leads. But generating leads has never been...
