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...
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...
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...