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Practice management

Tips to Wow Your Prospects and Boost Next Month’s Income

Let’s face it – the plethora of digital developments and subsequent demands of our already-stretched comfort zones can exhaust even the most hardy and tech-savvy agent or financial advisor. Sometimes, however, there’s a certain “magic” in simplicity. In this article, we bust open the hornet’s nest of complex choices and neatly pick out the very best hot uses of technology- …

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4 Marketing Platforms That Will Be Relevant in 2016

There’s no question that the financial services industry has changed over the last few years and will continue to change in the years to come. We are in the age of robo-advisors, financial social media, digital optimization, fin-tech, and increased regulation. This is all set against the backdrop of market volatility, shifting demographics, and a larger sense of uncertainty among …

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The Hazards of Indifferent Client Service

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I fired my insurance agent recently.  This agent did nothing inherently bad and his office clerk was always friendly if I called.  He just never did anything other than write my insurance policies and send me annual premium notices.  He never called to thank me for my business, opting instead for a form letter only at renewal time.  And, this …

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5 of the Best Practices for Client Appreciation Events

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  A good client appreciation event will have two main things: a meaningful activity and an opportunity for interaction. Client appreciation events are a great way to reward your clients and reinforce your relationship with them. However, advisors and agents often struggle with how to properly run an effective (and fun) event. Many will offer a dinner, maybe a wine …

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Truly Evaluate Your Business Year

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Evaluating Your Year Goes Beyond Production At the end of the calendar year, many advisors find themselves thinking about how well they did during the year and what they can do better in the next. However, advisors and agents often evaluate their year from one single metric: production. It’s the only thing that matters, right? While production can be an …

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Don’t Halt Business Growth Because of the Holiday Season

Business may seem to slow this holiday season, but now is the time to finish the year strong.

Well, here we are in the last two months of the year. For some financial advisors, this is a time to wind down and set up for the next year. Some may have a mad dash to close as much business as they can through the month of November and ease off in December. However, there are several strategies that …

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Self-Marketing: The Salesperson’s Other Job

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Even highly experienced and successful salespeople can have a blind spot. They can be so intent on what they want to accomplish that it’s easy to ignore how others view them. And it isn’t always complimentary. “Oh, don’t take Sally seriously. Just remember that she’s in sales.” In fact, salespeople find themselves on the bottom rung of the public’s trust …

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5 Musts for a Successful Financial Web Site

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It’s an amazing feeling when someone contacts your business through the company Web site and is completely sold during the telephone follow-up. Unfortunately, countless professionals end up losing business because their Web site is poorly designed and does not utilize an efficient process for generating and capturing leads. I have made a living selling life insurance through my own Web …

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Burn Your Boat!

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I believe that the great NFL Hall of Fame coach, Vince Lombardi, had it right when he said, “The quality of a person’s life is in direct proportion to their commitment to excellence, regardless of their chosen field of endeavor.” Do you agree with Coach Lombardi, or are you the type of person who has difficulty staying focused and keeping …

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Anthem, Major Health Insurer, Suffers Hack Attack

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By Pete Williams, February 4, 2015 The FBI is investigating a potentially massive computer hacking attack on Anthem, Inc., one of the nation’s largest health insurance companies, a federal official told NBC News late Wednesday. The company confirmed the attack. “Cyber attackers executed a very sophisticated attack to gain unauthorized access to one of Anthem’s IT systems and have obtained …

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