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...
by A&A Editorial Team | Oct 28, 2024 | A&A Editorial Team, Sales & Marketing, Sales Tips
Confidence is crucial for licensed insurance agents and financial professionals. When clients weigh their coverage and investment options, they need to trust your advice. But confidence isn’t inherited; it’s cultivated through how you present yourself...
by A&A Editorial Team | Jul 17, 2024 | A&A Editorial Team, Sales & Marketing, Sales Tips
As financial professionals, you are part of an essential and impactful field that allows you to help many people. The industry landscape constantly evolves, requiring adaptability to unpredictable circumstances and a thirst for knowledge. There are many complex...
