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Advisors' Resource Blog

The Best Place to Host Your Prospecting Seminars and Workshops

Posted by Jayson H. Lynch, Sr. on Tue, Apr 25, 2017 @ 05:35 PM

When conducting prospecting events, location selection is a vital piece of the marketing puzzle and can have a great influence on its success as well as failure. With that said, we know that the entire outcome of the event is not solely based on the location as other factors such as presentation, topic, demographics etc. are vital as well. But the location selection should not be taken lightly or discounted.

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Tags: prospecting, marketing

Every Financial Plan Needs a Solid Foundation

Posted by Mark Triplett on Wed, Apr 19, 2017 @ 05:29 PM

Every home needs a solid foundation. The same holds true for financial plans. When it comes to constructing a new home, one of the first crews on sight is the excavation team. They dig and lay the foundation. The foundation determines the long-term stability of the home to be built on top of it.

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Tags: planning, consistent advisor

How the Long Term Performance of IUL Benefits Your Clients

Posted by Jeff Janes on Mon, Apr 17, 2017 @ 05:43 PM

A question some clients raise is that they’ve been told that indexed universal life policies won’t perform over the long term, in other words the policy performance isn’t as rosy as illustrated. Before AG 49, many producers over-illustrated the power of IUL, and today those new guidelines help temper some of the more outrageous claims. However, many carriers are finding unique ways to enhance policy performance by reducing the costs to buy the indexing options.

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Tags: IUL, business management

3 Steps to Create Walking Billboards (Referrals) for your Business

Posted by Mark Triplett on Thu, Apr 13, 2017 @ 05:18 PM

Almost any business would benefit from their clients singing their praises in a public place. Imagine walking, talking billboards for your company spreading your message when you are not around to do it yourself. They could infiltrate social groups that you may have been cut out from entering.

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Tags: prospecting, business management, marketing

Font Matters: 5 Ways Advisors Can Improve Their Marketing Materials

Posted by Travis Lee on Tue, Apr 11, 2017 @ 05:56 PM

One way to make a bad first impression is by misusing fonts and typefaces. This is especially true when it comes to the financial and insurance world. If you come off as unprofessional, the client will not trust you. Trust is key for financial advisors.

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Tags: business management, marketing

What Does a Home Improvement Store Have to Do with Financial Services?

Posted by Mark Triplett on Wed, Apr 05, 2017 @ 05:02 PM

There's a store in my neighborhood with a big sign above the front entrance that reads "Home Improvement." Many guests enter. Very few buy anything. Almost no one returns after his or her first visit. No one refers anyone else to visit either. You may be thinking yourself, “that store will not be in business very long.”

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Tags: business management

Why IUL Isn't as Expensive as Your Clients May Think

Posted by Jeff Janes on Mon, Apr 03, 2017 @ 05:37 PM

Selling indexed universal life over the phone is relatively easy if you have access to products that overcome the big objections to buying life insurance. The first objection to IUL that you’ll typically hear is that it is expensive. Here's why IUL may not be as expensive as your prospects think...

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Tags: IUL, business management

My Favorite (and the Best) Financial Product for Clients

Posted by Mark Triplett on Thu, Mar 30, 2017 @ 05:49 PM

Many advisors and agents ask their Insurance Marketing Organization (IMO) “What's your favorite product?” I've always been perplexed by this question. What's your favorite product? Really? It's as if financial advisors and insurance agents have been conditioned to ask that question, which would lead me to believe that most IMOs are pitching products and not asking questions.

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Tags: consistent advisor, business management

How to Organize Your Financial Services Office Space

Posted by Kim Bruce on Tue, Mar 28, 2017 @ 05:12 PM

Besides the obvious things like desks, chairs, internet, shelving and cabinets and a television, you’ll want to organize your financial services office space to optimize efficiencies. Most of your processes should be handled by your assistant or office manager and you’ll want to give them the tools to create the most efficient process possible.

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Tags: business management

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