Why you’ll be out of business unless you focus on what clients need next
In my long career, I’ve found this important lesson to be true: If the rate of change outside your business is greater than inside your business, you are out of...
Tag Archives: technology
Setting the scene for success in virtual prospecting
By taking advantage of online meetings, we can handle any case at any point in the process, no matter where the client is and no matter how busy prospects are. Online...
Encouraging clients to post about you on social media
I’m not from this community. We’ve been here about 14 years, so when we got here, I didn’t know anybody. It’s taken time, but once you build those relationships in...
Why we design presentations like a TV show
We sell all the same products. We invest in the same stocks around the world. But what is your process for making sure clients reach their goals? Here is how we...
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 supercharge your networking with technology
Everybody knows you have to network to bring in new business. But how do you continually meet new people and keep up with potential clients and centers of influence you...
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...
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...
4 ways to increase efficiency during the pandemic
It goes without saying, but let’s say it anyway just in case: If you haven’t changed anything in your business since the start of the global crisis in 2020, you’re...
Virtually working smarter, not harder
While some financial advisors prefer meeting with prospects and clients face-to-face and holding events such as seminars, that’s not always possible or practical. It could be because of social distancing...
Creating a better version of yourself and your business
In the midst of the current pandemic, many companies are facing great challenges in supporting their employees, who now are mostly working from home (WFH) to adhere to government recommendations....
A tech process one member can’t live without
Ryan J. Pinney likes to joke that he has been conducting business on the internet since before Google was a verb. Except it’s not a joke. Pinney, an 11-year MDRT member...
Ensuring that your CRM is saving time, not costing it
When your business is in a growth phase, it’s really important to tighten up the process. In my business, it’s just me currently. I’m not at a space where I...
4 steps to take when creating an app
Like many highly impactful endeavors, the mission started small. Gareth Alexander, Dip PFS, BSc(Hons), simply needed to expose clients to a new branded portal where they could schedule appointments and view...
Technology and strategy can transition your business for the future
While the number of robo-advisors, or automated financial guidance, in many parts of the world is increasing for those seeking low-cost financial advice, it doesn’t spell the end of human...
