It’s likely your business goals were top of mind when you started your company and began building your database. Through all the excitement and enthusiasm, were you also plotting your marketing strategy?
Last week, we discussed how you as the advisor can contribute to your business growth by hiring experts and allowing them to do their job. This approach focuses on self-development and how it can contribute to the success of your business. This week, we’re going to review the next secret to building a successful practice, and the answer to your growth strategy is...
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.