5 C’s to be a social media video all-star
Nobody likes to see and hear themselves on video at first, but with practice, anyone can be their best marketing asset. The key is to know how to produce compelling...
Tag Archives: marketing
7 ‘Thou shalt not’ referral commandments
Well-meaning friends and clients intend to help you by referring their acquaintances to you. However, even the best intentions on their end can result in problems for you. Better, then,...
Social media don’ts: What financial advisors should avoid
For financial advisors, social media can get you in front of people you might otherwise not meet as well as keep you at the top of mind with your clients....
How a block of wood can help you prospect
Needless to say, it is difficult to reach Top of the Table-level production if you have no clients. Even if you have plenty, of course, it never hurts to learn...
4 questions to help your brand on social media
Knowing what to post on your professional social media pages can be challenging. I have four personal branding questions that I ask myself to craft my social media content. These...
How to talk to 100 people at once
Let’s say 100 people call you at the same time. How many of them can you speak to at once? Obviously, only one. That’s why Donald P. Speakman, MSFS, a past...
5 favorite sales ideas
Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Prospecting tips Prospecting is a numbers game. The most important numbers...
9 strategies for building your prospect pipeline
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...
From leads to loyalty: 3 strategies for connecting with clients
Connecting with clients and prospects is crucial for finding and keeping clients. Try these ideas from MDRT members to communicate with clients and build critical professional relationships. Financial pyramid When I meet...
Public speaking venues you may not have thought of for public speaking and prospecting
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...
Create a multi-line practice to maximize business and bonds
If you’re not offering clients a full suite of service, you’re probably leaving business on the table, said Saad Anthony Baksh, BSc, a 16-year member from Marabella, Trinidad and Tobago,...
How to effectively leverage social media
Social media offers a powerhouse of opportunity, but financial advisors worldwide can make mistakes that prevent them from unleashing its true potential. It can be difficult to know what to share...
3 strategies for working with millennials
The “me” generation, self-absorbed, high-maintenance. These stereotypes are often used to describe millennials, said Aaron L. Hammer, LUTCF, in his presentation at the 2017 Annual Meeting. But there are also...
Increase client appreciation for financial concepts through storytelling
From having a previous career as a managing partner in an advertising agency, Lester Angelo Reyes, a six-year MDRT from Quezon City, Philippines, says storytelling is his most helpful skill...
Don’t make these marketing mistakes
Selling insurance, financial planning or investments are some of the first and biggest marketing mistakes financial advisors can make. When you sell these, it means you’re selling the tools and...
