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How to Succeed as an Independent Financial Professional

Posted by Mark Triplett on Mon, Feb 06, 2017 @ 05:06 PM

A career as an independent financial professional is rewarding beyond comprehension in many ways. Effecting lives of the clients you touch in a positive way is spirit-raising. There’s nothing like standing by your clients’ side as they identify their challenges, acknowledge them, take ownership, and make a decision to take action with you as their guide. 

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Tags: improved revenue, consistent advisor, business management

Top 6 Business Mistakes of Financial Advisors (and How to Avoid Them)

Posted by Steven Bieber on Thu, Feb 02, 2017 @ 05:36 PM

Financial advisors often make simple mistakes that they can correct to improve their businesses. These mistakes reduce their potential and can cause business to slow, or even worse, start to decline. Here are the top six mistakes you should avoid making in your financial services business.

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Tags: planning, prospecting, sales management, improved revenue, consistent advisor, business management

Why Financial Advisors Should Participate in Mastermind Group Meetings

Posted by Mark Triplett on Tue, Jan 31, 2017 @ 05:13 PM

Humans need a tribe. We are social animals, and most of us need to feel a part of something larger than us to feel OK. We need to know someone has our back. In return we’ll have theirs. As a unit we’ll be secure and succeed. We’ll overcome challenges and achieve great things. 

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Tags: sales management, improved revenue, consistent advisor, business management

5 Traits of the Most Successful Financial Advisors

Posted by David Hall on Wed, Jan 11, 2017 @ 05:23 PM

What separates the most successful financial advisors from average advisors?  It’s pretty simple really. Here are the five traits of the most successful financial advisors...

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Tags: prospecting, improved revenue, consistent advisor

8 Things an IMO Should Do for Their Insurance Producers this Year

Posted by Jeff Janes on Thu, Jan 05, 2017 @ 05:41 PM

The independent industry doesn't do a really good job of surveying it's field force regarding what they look for in an Independent Marketing Organization (IMO). Having been around the business for more than 20 years, and having talked with thousands of insurance agents regarding their wishes and wants, I thought I'd put together a listing of the top field requests I've heard over the past few years.

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Tags: planning, incentive programs, prospecting, selling style, sales management, Coaching, improved revenue, marketing

5 Ways to Get Business Paid Faster

Posted by Rachel Sanfilippo on Wed, Aug 10, 2016 @ 05:02 PM

Does it seem like it's taking longer than it should to complete your cases? These five strategies can help you move business through underwriting quickly to complete your cases faster.

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Tags: IUL, improved revenue, business management

How Your Assistant Improves Revenue

Posted by Jeff Janes on Tue, Jul 05, 2016 @ 02:30 PM

Have you ever taken a moment to calculate just how much your assistant adds to your bottom line?  That's right, adds to your bottom line.  Too many advisors look at having an administrative assistant as an expense they just can't afford, but I can assure you, if you leverage that resource correctly, your assistant dramatically improves revenue and contributes tremendously to your bottom line.

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Tags: improved revenue, consistent advisor, business management

FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.