If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. They then may pick...
With surprisingly little effort, there are many ways you can enhance your in-person seminars or speaking engagements. One of the advantages of training financial advisors for many years is people...
The job of a life insurance agent or financial advisor is often lonely, and it’s difficult too. When it comes to socializing, you might go out with fellow agents and...
Not every financial advisor and life insurance agent despises prospecting. Many years ago, I met a financial advisor who truly enjoyed the process. He was the only person like that...
It has been said public speaking is the future of prospecting. If you stand up in a room of 50-plus people and make a good impression, logically you should gain...
How much do people know about you as a financial advisor or life insurance agent? Suppose someone across the room pointed you out. How would that person describe you, and...
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...
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...
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...
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...
