6 ways to improve your listening skills
Besides being financial advisors, we’re also someone else’s client, customer or patient. When you think of those relationships, do you feel like a valued client or just another number? Your answer...
Tag Archives: Bryce Sanders
In praise of punctuality
Impress your clients and score points with your manager by embracing punctuality. Here’s how it can make you stand apart from other advisors: The late start to office meetings. We have...
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...
Why people will pay for service
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...
Defining “we treat you like family” for clients
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...
Seminars: Where should you spend your time?
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,...
7 ways what you do for fun can lead to business
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...
Elevating your practice: Meeting the HNW while making a difference
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...
Debunking myths about how you do business
Like every profession, people believe in misconceptions about financial advisors and insurance agents. Here are a few of them and how you can counteract them. How you do business. This likely...
