As the first of a two-part growth strategy for your business, this blog post focuses solely on you, the advisor. Most agents begin their business with the “do it yourself” approach. This can work in the beginning but eventually, you’ll need assistance to continue to grow your business. It can be a difficult decision to ask for guidance in running your company, as...
With all the index annuity products in the marketplace today, it can be challenging to sort through them to find the right solution for your client. So, it's important to know your client's individual needs along with the various features of the products you work with.
Here are three steps to decide what product is a good fit for your client:
If you haven't read my last blog yet, I'd recommend taking a few minutes to learn which kinds of changes you can make to your website this week so you can take full advantage of the points I'm going to cover today.
Successful client relationships involve trust. Treat your clients and prospects with kindness and respect and it will go a long way in positioning yourself as a trusted partner. Kindness and respect are traits we learned at a young age, and they're still the most valuable in your business practice. The basics are just that: basic.
We’ve all been in the situation where there’s so much to do that it’s too overwhelming and we don’t know where to start. If you find yourself feeling that way often, maybe it’s time to take a step back and get organized.