by John Poston | Jul 27, 2023 | John Poston, Sales & Marketing, Sales Tips
It’s no secret that in the world of finance, having a strong referral network is essential for success. Referrals are the lifeblood of the financial industry, providing a steady stream of clients, contacts and opportunities. With so many options for referrals, it can...
by Amber Allen | Jul 27, 2023 | Amber Allen, Sales & Marketing, Sales Tips
When it comes to owning and operating an insurance agency, having the right business insurance in place is essential. Not only will it provide you with peace of mind knowing that you and your employees are protected, but it can also help protect you from unexpected...
by Bob Brzyski | May 18, 2023 | Bob Brzyski, Sales & Marketing, Sales Tips
Keeping your business organized allows leaders to make more informed decisions, maintain efficient operations, and maximize profits. An organized business is more productive and more cost-efficient. It also helps create a more positive working environment and boosts...
by David Paul | May 10, 2023 | David Paul, Sales & Marketing, Sales Tips
Mastering effective single appointment sales techniques can be a very rewarding experience. It isn’t the ability to nail the sale on the first customer meeting (though that is exactly the aim) but a level of professionalism that demonstrates your knowledge of the...
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...
