Nov 23, 20203 Reasons Outsourcing Sales is a Bad IdeaSome financial marketing companies love to sell how easy their processes are. How the leads (they’re selling you) are ‘hot and ready’ to buy. All you have to do is follow their 13 steps. While there will be people ready to buy today, most are not. This is not because…Sales3 min readSales3 min read
Nov 4, 2020Are You Contacting Clients Too Often or Not Enough?Most advisors and salespeople are constantly chasing the next deal. They often rather spend $2000-$5000 (or more) a month, than to put together an effective outreach campaign for existing clients. Statistically it costs you more money to close NEW leads. It requires more time to establish a relationship. More effort…Customer Engagement3 min readCustomer Engagement3 min read
Aug 22, 2020NoShows & Improving Appointment AttendanceIn general, people are busy. They have jobs, kids, spouses, bills and overall life taking priority (and occupying mental space). With COVID-19 and current events, people are more pre-occupied and distracted than ever. As a financial or insurance advisor purchasing leads and growing your client base; your business is a…Business Development3 min readBusiness Development3 min read
Jul 25, 2020Why Your Clients Are A Gold MineAside from it being immensely valuable to maintain relationships with your clients (because they are people) and you’ve worked hard to earn them as clients… There is money in your book of business. Some insurance agents and financial advisors get paid monthly or annual commissions. So the longer the client…Sales2 min readSales2 min read
Jun 23, 2020Don’t Be A Financial “Robo” AdvisorDuring today’s unprecedented times, more people at home and “Scams” on the rise for your financial clients & prospects; how you reach out to them matters. Probably more so than ever. Technology is amazing. It makes our lives easier. It helps us be more efficient. We can connect with clients…Business Development3 min readBusiness Development3 min read
May 25, 20203 Ways Financial Advisors Are Thriving In COVID-19While no one really saw COVID-19 coming or how Social Distancing would impact their business, many had to adjust & adapt. Some were quicker than others. Some haven’t yet. Some won’t. The reality is — business must go on. People still need: Estate Planning Long Term Care Life Insurance Financial…Sales3 min readSales3 min read
Jun 12, 2019What’s the Best Lead for Your Financial Services Business?There are hundreds of IMOs and FMOs out there. Thousands of marketers happy to sell you leads. And endless ways to grow your Financial Services Business. When Choosing the Best Lead for Your Financial Services Business — Keep This In Mind There is NO magic bullet. No one-size-fits all. No perfect lead (regardless of what you paid for it). Working with dozens of Financial-Insurance advisors…Buying Leads3 min readBuying Leads3 min read
May 14, 2019How To Use Human Nature to “Hack” LinkedIn’s AlgorithmInspired from a recent post by Richard Moore about the LinkedIn Algorithm. I wanted to elaborate on a point he made. One that’s applicable to LinkedIn Users; regardless of your niche or position. “Posting and ignoring engagement means expecting content to magically go viral…You need to do more!” We’ve all…Social Media4 min readSocial Media4 min read
May 1, 2019Are You Selling the Wows or the Hows?When offering solutions to your prospects, it’s vital to balance your presentation. We may get excited with how much we know, and want to show them every single feature. Exactly how our product works. But does your prospect want to know? Do they want to know how the Mercedes Benz…Sales3 min readSales3 min read
Mar 13, 2019Why Some Leads Will Cost You MoreIn sales and business, leads are a vital aspect of your growth. Some will cost you less. While some leads will definitely cost you more. But these won’t just cost you more financially. They will cost you more from an effort + energy perspective too. This is why it’s essential…Sales3 min readSales3 min read
