How to succeed as a new financial advisor
You’re a successful and experienced financial advisor. If you were asked to present to a classroom filled with new advisors about your secrets for success, what would you tell them?...
Tag Archives: marketing
Step into your authenticity to find clients you love working with
Some clients will be easier and more enjoyable to work with than others simply because they’re a better fit for who you genuinely are. When you find those clients, you...
Creating webinars focused on timely concerns for clients
Right now I need to attract attention from prospects and clients, and sometimes webinars about insurance may only attract other advisors. So I created webinars about non-financial topics. For example, with so many people working from home...
How to effectively leverage social media
Did you know that 90 million senior-level influencers and 63 million decision-makers use LinkedIn? Here are two effective social media tips you can implement immediately to amplify your brand exposure...
The power of virtual lunch-and-learns and cookie deliveries
I always say we need to over-communicate with our clients, and that’s especially true during bad times. We’ve done virtual lunch-and-learns for our clients. We invite them all to come. The...
How to be politely persistent and close more
A financial advisor got a call one day from an old college friend who said, “We’re ready to set up a retirement plan for our company. We want you to...
How you can avoid working with clients who don’t actually want to hear your advice
There’s no job satisfaction in putting everything down that a client ought to be doing and then they don’t do it. Even if they’re willing to come back and pay...
Be the advisor who gives people a chance rather than judging by their clothes
Early in my career, I had a couple of clients who used to come into one of the offices I worked for. Their clothes looked like they could have come...
How my singing abilities benefit my business
I’ve been singing since the age of 4. During my younger days I made it pretty far in the Chinese version of “American Idol.” So in the Chicago Chinese community,...
Creating virtual happy hours for clients to enhance connections
When the virus really first became a national concern here, I honestly didn’t think it would change too many things with our practice. But it definitely became more and more...
Body language red flags and tells
In body language, the more red flags (sometimes called “tells”) you are able to spot, the more conclusive the readings are. Here is a list of red flags that you...
Using digital marketing to expand your reach during crisis
One of our main goals for this year was to do seminar marketing. Then of course when the crisis started, obviously you’re not going to be able to get groups...
Adjusting perspective on your business as the crisis goes on longer
If the economy takes a long time to rebound and we are still social distancing like this, we have to think creatively how we do our business. I believe there...
Why my practice gives out branded teddy bears
We have Mr. Insurance teddy bears. They’re used for clients with children. When clients are pregnant, we will give them the teddy bears, but also we use them for our...
Unexpected opportunities and new perspective for referrals during crisis
Most of the companies here in the Philippines have extended the premium payments for policies during this time of lockdown to 60 days. But there are some clients who saw...
