Recently a quick assessment was posted on Life Health Pro by Maribeth Kuzmeski.  According to Kuzmeski, answering these 8 questions will tell you a lot about your marketing strategy for this year. 1) Do you have an up to date website? And does the site have a call to action to engage your prospects? 2) [...]

The key to landing a sale or closing a deal, is first to ask questions.  Ask a lot of questions, and be sure to ask questions surrounding a need or problem for which you have a solution.  Many sales people are always searching for the magic bullet when it is most likely in front of [...]

In a recent article by Jill Konrath, she discusses key questions to ask in a sales situation and why.  First start with a question about their current situation, then move onto finding out what their challenges have been recently and what hurdles they’re currently facing, and finally, what have they been doing to combat these [...]

We see it everyday, practically every business advertisement has some reference to a social media site, Facebook, twitter, LinkedIn…. the names go on and on. The use of Social media has become one of the most powerful ways to increase exposure and generate interest in whatever it is you may be pitching. Following these tips [...]

With commission falling almost 40% in the last 5 years advisors are having to work harder and harder to generate the same amount of revenue to operate their business, pay employees, and maintain their lifestyles.  I was just visiting with an advisor two weeks ago in his office, and he say “Jason, just 3 years [...]

 Those of you who are parents and have clients that are parents eventually come to the topic of paying for college. Whether in a social setting or during the discovery process, it is one the of the highest needs clients are looking to have met.  They can be younger and wanting to grow their money [...]

A survey of retirees asked “What is your greatest fear about retirement?” The most common answer given was “out living our money”. This is a major factor in why over 80% of annuities sold in 2010 had a guaranteed lifetime income rider attatched. There are more variaties of these riders today than ever before. This is [...]

Many advisors and agents that I speak to INSIST that their older clients simply “aren’t online” or “don’t use Facebook” but this naive statement is just like saying “I know where all of their assets are” or “I have all of their money.”  Our clients, young and old, are using social media on a regular [...]

Donny Gamble says it right in this piece on using webinars to drive your business up a level.  If you want to be the authority, then you most likely will need to start doing them for your clients and future clients.   If you haven’t yet discovered the power of webinars for your business, blogs, [...]

How many of your clients do you think would move over into safe money products prior to a drop in the foreseeable future? The Standard & Poor’s 500 Index may fall as much as 24 percent and the euro might tumble to $1.20 if the U.S. economy slows further and Europe’s debt crisis widens, said [...]