Public speaking as an effective marketing tool
Many financial advisors and life insurance agents are natural talkers and storytellers. If this is you, public speaking might be an ideal strategy to raise your visibility as a financial...
Many financial advisors and life insurance agents are natural talkers and storytellers. If this is you, public speaking might be an ideal strategy to raise your visibility as a financial...
It is easy to think the financial services industry is engaged in a race to the bottom when there are ads telling people they can trade stocks “for free.” This...
Doesn’t everyone want to be treated like family? As an insurance agent or financial advisor, you likely position yourself as a resource within your extended family. What does it mean...
Zoom events are fine, but people still want to engage in person, including at seminars. As much as people want to step away from Zoom and go to in-person events,...
Insurance agents and financial advisors do not work all the time. They have personal lives too. Years ago, I surveyed financial advisors, asking, “What do you do for fun?” When...
If you want to target the affluent as clients, it makes sense to connect with people with enough money to donate to worthy causes. You can meet them while you’re...