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Why Many IMOs Have Earned a Bad Reputation

Posted by Mark Triplett on Wed, Oct 25, 2017 @ 12:00 PM

I recently attended a conference with about 40 other investment advisor representatives. As successful business entrepreneurs, they hold themselves to a high standard and are passionate about their profession. Oh, and did I mention that they toss around the acronym "IMO" like it's a swear word?

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Tags: prospecting, consistent advisor, marketing

Financial Advisors Need to Create Individualized Plans for All Clients

Posted by Mark Triplett on Wed, Jun 14, 2017 @ 05:34 PM

Even when your clients have significant retirement resources, it is important to create a comprehensive plan specifically for them. If you do not do your best to help each unique client, you risk your client's future as well as your own.

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Tags: planning, consistent advisor

5 Important Details to Consider When Helping Clients Plan for Retirement

Posted by Mark Triplett on Tue, Jun 06, 2017 @ 05:11 PM

Every client has different goals and resources as they prepare for retirement. There are five important details to consider when working with clients. These are not the only necessary details required for helping clients plan for retirement, but they should not be overlooked.

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Tags: planning, consistent advisor

Is It Time to Retire the "Rule of 100" and One-Size-Fits-All Plans?

Posted by Mark Triplett on Thu, May 25, 2017 @ 05:43 PM

A basic principle of investing is that you should gradually reduce your exposure to risk as you get older. Generally speaking, a younger investor has a longer time horizon and therefore can absorb more short-term investment risk. An older investor has a shorter time horizon and therefore doesn’t have as much time to absorb short-term investment risk.

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Tags: planning, consistent advisor

What You Should Know Before Requesting an Illustration

Posted by David Hall on Tue, May 09, 2017 @ 05:01 PM

Case design and illustration requests are common daily events that Independent Marketing Organizations (IMOs) handle for advisors they work with. Many of the advisors we work with do a great job of fact finding during the first meeting with a client. Getting the facts and details up-front are extremely important for putting together a good, strong recommendation that can be presented during your next meeting.

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Tags: planning, Illustrations, consistent advisor

How Financial Advisors Can Meet with More Qualified Prospects

Posted by AMZ Financial on Wed, May 03, 2017 @ 05:46 PM

As I work with advisors on a daily basis, I’m hearing one question that stands out the most: “Can you help me get in front of more qualified prospects?” There are many ways to put yourself in the same room as higher-net worth and better fit prospects. Your tools can include seminars, direct mail campaigns, fundraisers, and referrals. 

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Tags: prospecting, consistent advisor, business management

Do Your Clients See You as a Financial Supplier or an Architect?

Posted by Mark Triplett on Thu, Apr 27, 2017 @ 05:52 PM

Are you a financial services supplier or an architect? Your clients may be viewing you as one or the other. When it comes to building homes (or financial plans) the raw material supplier and the architect both play a significant role in the construction of a home. Neither is necessarily bad or good, better or worse. They have very different roles to play, and they have very different perspectives.

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Tags: planning, prospecting, consistent advisor

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

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

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

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