Financial Advisor Seminars, Best Practices

» By
finadvisorseminar

For many Financial Advisors, putting on a seminar is daunting yet presenting a seminar should be easy. Attendees should sense a relaxed atmosphere; be surrounded by a comfortable, interested audience; and see a confident speaker delivering an informative presentation. Creating a successful seminar experience, in which the participants are not distracted from the important information they came to hear, takes preparation, practice, and plenty of fine-tuning. One way to help create a winning … [Read more...]

Filed Under: Marketing, PickLeft, Presenting, Promotion/Advertising, Public Speaking/Seminars, Selling Skills
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Are Press Release Services Worth It?

» By
pointers

Why Free or Low-Cost Press Release Services Might Not Deliver What You Really Want Since the early days of consumerism, there is one catchphrase that is still difficult to deny: you get what you pay for. In the PR business, I've had experience – as have some of my clients – with the free or low-cost press release services that seem to have proliferated all over the Internet. In fact, if you Google press release services, you'll find a wide variety of them. Moreover, a reasonable number … [Read more...]

Filed Under: Highlight Upper Right, Marketing, Public Relations
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The Art of Developing Significant Client Relationships

» By
devclientrelationships

Developing client relationships, significant ones, is the key to your business success. It’s a vital skill you have to master to be truly productive and profitable. In the business world you will generally experience three levels of relationships: The first level is superficial, simply addressing the features and benefits of a product or service. The second level is more sustaining and addresses the client’s motives and values of why they would take action. The third level is your … [Read more...]

Filed Under: Customer Service, Featured Bottom Right, Marketing, One on One, Selling Skills
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Stop Chasing Whales and Start Catching Fish

» By
whale_slide2

With apologies to those of you who have no interest in hunting, it is a hunting analogy I use to share how I have achieved Top of the Table status as a member of the Million Dollar Round Table (MDRT) for 10 consecutive years. Please indulge me. For the record, I am not a hunter, neither literally nor metaphorically. The analogy, however, remains applicable and was used quite often by John Savage, an insurance industry icon who made a lasting impact on many current Top of the Table members. I … [Read more...]

Filed Under: Featured Slider, Marketing, Promotion/Advertising
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Get a Niche or Die: 3 Things You Need to do to Survive!

» By
survive

Do a search on Google for the term “niche to survive” and you’ll come up with advice from industry pundits who all preach the same message – to make it in today’s tough economy, it’s a survival of the most niched! But what does this really mean? It means that you can’t afford to ramble around trying to be all things to all people, grabbing any policies that comes your way, simply because it pays bills. To help you be a savvier insurance agent, let’s look at three important … [Read more...]

Filed Under: Featured Middle Right, Marketing, Promotion/Advertising
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How Much do You Love Your Prospects?

» By
lovecustomersvc

Does it seem strange to use the word love when referring to a business relationship? Substitute another word if you prefer -- "like," for example, or "respect." However you want to express it, the point is to consider how much you care about the people you sell to -- their needs, goals, desires, concerns -- all the elements of their lives that might be involved in their decision about whether to buy from you. If you don't love your prospects, they will know it. We've all been sold to by … [Read more...]

Filed Under: Customer Service, Highlight Upper Right, Marketing
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