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Advisors' Resource Blog

How to Build the Roster of Your Financial Team

Posted by Mark Triplett on Wed, Mar 22, 2017 @ 05:27 PM

As a financial professional, taking a team approach is a smart move. It’s much better than the alternative of trying to convince your prospects and clients that you're a jack-of-all-trades. It's just not credible or trustworthy. There is strength in numbers as a financial professional, and filling your roster with other skilled players will win more clients.

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Tags: business management

Know Who You're Talking to at Prospecting Workshops and Seminars

Posted by Jayson H. Lynch, Sr. on Mon, Mar 20, 2017 @ 05:51 PM

When we discuss the topic of presentation or workshop preparation the first statement that comes to mind is “everything matters”. That may seem like a broad statement but it’s true. We must take a lot of things into consideration, especially who we're talking to.

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Tags: prospecting

Why You Need to Have Annual Review Meetings with Clients

Posted by Mark Triplett on Thu, Mar 16, 2017 @ 05:09 PM

When you work with a prospect and guide them towards making a financial decision and take action, you assume a leadership role. For many financial advisors, you make a commitment to lead them to and through retirement. However, many financial professionals have failed to have a scheduled maintenance process in place to review their clients’ plans and adapt them to life and lifestyle changes.

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Tags: consistent advisor, business management

How to Improve Your Financial Services Office with Technology

Posted by Steven Bieber on Tue, Mar 14, 2017 @ 05:42 PM

When you meet with clients, do you use any tools besides pen and paper? You and your clients can benefit from implementing new technology in your financial services office. Here are a few ways you can easily improve your office by using technology. 

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Tags: business management

Why Cheap Prospecting Programs Are Not Low Cost

Posted by Mark Triplett on Wed, Mar 08, 2017 @ 05:33 PM

If you have a slim marketing budget, workshops and seminars can seem like they cost more than they're worth. There may be ways to find prospects that cost less cash, but you end up paying more in the long run. The monetary cost of finding prospects isn't the only expense.

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Tags: prospecting, business management

Create a Complete Financial Plan for Clients with Your Team

Posted by Scott Turner on Mon, Mar 06, 2017 @ 11:26 AM

I have talked to many advisors in my career and I have lost count how many times I have heard “I only sell annuities” or "I only sell life insurance”. There are several things wrong with this picture. Agents that think like this are not fully helping their clients. They are leaving cracks in their financial plans and as an advisor they are leaving dollars on the table. 

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Tags: consistent advisor, business management

Why Prospecting Isn't as Expensive as You Think

Posted by Mark Triplett on Thu, Mar 02, 2017 @ 05:19 PM

Many of the financial advisors and agents we speak with who struggle with prospecting aren't willing, or able, to spend on marketing and prospecting. They think that by avoiding the high cost of prospecting programs they are saving money. Remember, you can spend time, or you can spend money, but you need to spend on marketing and prospecting. 

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Tags: prospecting, business management

Best Stress Management Techniques for Financial Advisors

Posted by Kim Bruce on Tue, Feb 28, 2017 @ 05:31 PM

STRESS IS EVERYWHERE! It’s waiting for you when you wake up in the morning and it’s there when you go to bed at night. It’s at home, at the office, in your car…heck, you can’t escape it…ever. But it’s how you define it or how you let it define you that makes the difference.

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Tags: consistent advisor, business management

How to Identify the Best Clients While Prospecting

Posted by Mark Triplett on Wed, Feb 22, 2017 @ 05:35 PM

If you're a financial advisor and don't have anybody to see, you're basically unemployed. But not everybody you meet is a fit for you. Therefore, not all suspects are going to make great prospects and in turn, great clients. You must identify the best potential clients when prospecting so you don't waste your valuable time.

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Tags: prospecting, business management

Ask the Actuary Your IUL Questions

Posted by Steven Bieber on Mon, Feb 20, 2017 @ 05:24 PM

Do you have questions about Indexed Universal Life Insurance? Are you interested in Orion IUL, the new product from Securian? Now there's an easy way to get answers to your questions through the "Ask the Actuary" live online events.

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Tags: IUL, business management