Through their imagination, clients can create a mental picture of their future vivid enough to prompt sound financial decisions today. Astute financial advisors guide this important mental journey. Creating a view...
Being a multigenerational financial advisor has multiple advantages for advisors and their clients. For the financial advisor, you become the go-to person for clients and their families. You’re like their human...
As financial advisors and life insurance agents, we love helping our clients. Yet, if our clients are put off by some of the phrases or terminology we use, then it...
Whether prospects say it or not, there are virtues they’re looking for in financial advisors to be able to trust them and then build a long-lasting relationship. Here are seven...
We sell an intangible asset that is nothing more than a promise to pay a particular amount at a specific point in time. We must convince our clients of the...
What do you think is the best question you’ll ever ask anyone? It’s “How did you get started?” This question is so powerful because it prompts people to tell their stories,...
How important is your website to prospects? Quite a bit. According to HubSpot, 65% of consumers state that the experience they encounter on a website is a “very important” factor in...
I love architecture and interior design. It’s one of my most-watched genres on Netflix. In fact, I often position myself as a financial architect because I help young families design...
I have always loved the beginning of the new production year because it means I’m not behind! With a clean slate, the firm’s top producers and I are both at...
“I know a lot of single mothers who feel people view them as a failure for putting careers and goals aside to take care of their children,” Luviminda Sacro, a...
Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. But does it work that way in reality? In the beginning of...
Compelling online content connects with prospects and clients 24 hours a day and works for me — even when I’m on vacation. Once you have engaging content, you need to...
The simple act of listening to your clients and asking them questions that encourages them to tell you more about their life stories can elevate you to truly a non-transactional...
“The person talking is the one having a good time.” That’s one of the lessons I learned from my father. Financial advisors often want to establish themselves as experts. They...
If you don’t think your storytelling ability matters to clients, then allow me to share this story with you. One bright and beautiful sunny day, a blind old man was sitting...
