by A&A Editorial Team | Jul 1, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips
Licensed insurance agents spend their careers helping others prepare for the future. They guide clients through life’s uncertainties, protect their families, and help them ensure their financial security. But when it comes to their own business, how prepared are...
by A&A Editorial Team | May 22, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips, Wealth
The shape of the financial services landscape is currently being shifted by changing investor expectations and preferences. A recent CapIntel consumer survey sheds light on what investors value most when looking for and deciding to hire financial professionals. The...
by A&A Editorial Team | Apr 29, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips
For many women, losing a spouse is not only emotionally devastating but also financially overwhelming. Widows often inherit complex financial responsibilities they may not have been prepared for, leaving them vulnerable and unsupported. A recent survey from Thrivent...
by A&A Editorial Team | Apr 18, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips
Networking with high-net-worth individuals (HNWI) presents a unique and powerful avenue to develop long-term relationships, providing a stable and consistent source of income, which increases business growth and revenue, as well as the opportunities to enhances your...
by A&A Editorial Team | Mar 17, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips
Financial scams targeting older adults in the United States have reached an alarming level. In 2023, losses totaled $3.4 billion, showing a sharp increase in these crimes. Scammers use increasingly sophisticated tactics, from AI-driven impersonations to phishing...
by A&A Editorial Team | Feb 17, 2025 | A&A Editorial Team, Sales & Marketing, Sales Tips
As the financial services landscape changes and shifts, today’s clients (particularly those approaching or in retirement) are becoming more discerning. This presents a unique opportunity for financial professionals who can tailor their approach to attract these...
