Financial Advisor Seminars, Best Practices

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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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Stop Chasing Whales and Start Catching Fish

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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!

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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 to Attract the “Millionaire Next Door”

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millionaire_slider1

How would you like to bring on two or three multi-million dollar clients a year?  A $3 million ticket here… an $11 million ticket there…  I’ve experienced it, and my friends across the country have experienced it.  A client walks into our office, out of the blue, with a multi-million dollar check they want to invest. Want to know how to make this happen regularly?  Read on. Who are these people and how do I find them? Invariably, they are a small business person that just sold … [Read more...]

Filed Under: Client Acquisition, Featured Slider, Marketing, Promotion/Advertising, Prospecting/Referrals
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The Six Key Elements of ANY Marketing Message

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mktgmsg_slider3

Design The Perfect Prospecting Piece There are six components that need to be included in EVERY marketing message you create.  That said, producers always scoff at having to include all six and many still do not follow my advice even after it’s been given.  I’ll leave that up to you, but I will tell you that incorporating all of these elements into your marketing messages will improve their performance and make you a happier, wealthier producer. Insurance producers contact our office … [Read more...]

Filed Under: Featured Slider, Marketing, Promotion/Advertising
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How to Establish Your Primary Target Market

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targetmarket

Why is it important to establish a primary target market and even a secondary one for that matter? So you know how to spend your marketing time! Having a target market helps you determine what to learn, what to read, what to write, where to go, what to say, who to meet, and how to refer you business. How’s that for a reason? Bottom line - having a primary target market makes you much more focused (advisors are notoriously not) and much more referable. You might be thinking that everyone … [Read more...]

Filed Under: Featured Bottom Right, Marketing, Promotion/Advertising
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