Communicate the value of life insurance
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...
Tag Archives: client commmunication
Connect better with a powerful question and stories
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,...
Attract clients: Add digital experiences that enhance, not frustrate
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...
Describing the depth and foundation of financial planning
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...
Ideas for starting the new year strong
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...
3 tips for serving single mothers
“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...
Turn cold leads into hot prospects with a few questions
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...
How online content connects with prospects even when you’re on vacation
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...
Build trust with clients by being a better listener
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 art of listening
“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...
Why you should be an educator instead of a seller
As financial advisors, we should help educate clients to make informed decisions. The internet is a powerful tool, but it must be interpreted. For example, you may be able to...