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Marketing & Advertising

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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Spotlight: Experienced Life & Annuity Producer Greg Spreng

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The business I got into 22 years ago is not the same business I work in today. It costs more today than it has in the past to market yourself, you’ve got to make sure you don’t run out of money. Greg Spreng is a long-time life insurance and annuity producer with more than 22 years of experience in the …

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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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4 Ways Giving Back Pays Dividends for Brokers

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What are your business goals for 2015? I hope at least one involves giving back to your community. Deepening your involvement in a community-based charitable organization or not-for-profit can help satisfy your employees’ desire to make a difference while also supporting a good cause and firmly establishing your business and its identity. I’ve seen it with the top brokers we …

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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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Who Are You?

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During the Christmas break, my kids and I have a tradition of piling up on the sofa with a huge bowl of popcorn and watching movies.  My 12-year-old daughter wanted to watch the latest remake of Alice in Wonderland. With Johnny Depp and Anne Hathaway in the same movie, I’m thinking it can’t be that bad. So shortly after Alice …

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Staying in the Box: Lessons from “The Mick”

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When I was a kid, I was a fan of Mickey Mantle.  He was the idol of many American boys just like me.  Known as “The Mick,” Mantle was one of the greatest home run hitters of the time, and perhaps the greatest switch hitter ever to play the game.  After a 14-year career with the New York Yankees, Mantle …

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Going Beyond Customer Satisfaction

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There’s an oversupply of useless, whacky, and just plain dumb marketing and sales ideas. For example, if someone says the best time to email customers is 10 a.m. on Thursdays, forget it. What if you’re aiming at teachers, lawyers, nurses, Boomers or just about anyone else? One solution never fits everyone, even if they’re in the same market segment. So, …

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