Social Media: A Financial Professional’s New Best Friend

7 Apr

Guest contributor: Ron Bernas, serves as digital content manager at Crump Life Insurance Services.

Using social media for business may still feel new to financial professionals but social media certainly is not a new tool. Social media platforms have existed for more than 20 years. And while many platforms have struggled to build an audience, disappeared or been absorbed through acquisition, there are always new ones emerging to fill the gaps.

But what about connecting and interacting for business? This is no different for financial professionals. More>>

7 Marketing Tips for Insurance Agents During the Pandemic

20 Jan

Agencies have made major adjustments to how they’re conducting their day-to-day operations due to COVID-19. Consumer behavior has shifted, and the way agencies respond is key to their future success. The insurance industry is well-positioned to cope with the effects of the pandemic. Insurance companies and agencies are ready to be there for their customers when protection is needed most. These seven digital and virtual tools can help agents succeed in this environment. More>>

Ten LinkedIn Conversation Starters for Financial Advisors

6 Jan

The following are 10 conversation starters for financial advisors interested in striking up real conversations with prospects. Are there other ways to strike up conversations on LinkedIn? Of course! But hopefully these starters get your creative juices flowing. Your objective is to ask a question to create banter back and forth and save the selling for later. More>>

4 Holiday Selling Strategies to Keep Insurance Agents Successful

9 Dec

As the holiday spirit thrives, finding the motivation to sell can sometimes be a struggle. While the season is jolly, it can also dampen an insurance agent’s production and overall motivation. Don’t let this holiday season pass you by. The end of the fourth quarter is an excellent time to drive conversions with the right approach. Leveraging impactful selling strategies, the holiday season can truly be the most wonderful time of the year.  More>>

Social Media Vital to Financial Advisors’ Work During COVID-19 Pandemic, According to Putnam Investments Social Advisor Research

28 Oct

Are you socially linked in?  85% of advisors report using LinkedIn most for business (compared to other social media platforms), says the Putnam Investments Social Advisor 2020 Study, with 74% relying on direct messaging through social platforms and 94% of those gaining new assets from these activities.  If you’re not connected and leveraging social tools, now is the time to begin. More>>

3 Ways Blogs Can Help Build Your Client Relationships

29 Jul

Guest contributor: Paul Lipka, manager, marketing communications at Crump Life Insurance Services

Staying top of mind with clients has become critical as we transition to the next normal of productive business activity. In-person client meetings all but disappeared a few months ago, and safety concerns will continue to limit face-to-face interactions for the foreseeable future. More>>

How to Find Leads Online

8 Jul

Over the last 10 years, inbound marketing has proven to be a great way to generate leads and acquire customers and help you hit your quota. Inbound marketing is a holistic, data-driven approach that leverages content on your website to attract buyers researching your products and services online. And then convert them to leads so you can close more deals. More>>

How to Write a Professional LinkedIn Headline (With Examples)

20 Mar

When it comes to icebreakers, “describe yourself in three words” is by far one of the toughest. You’re a complex person, with unique ambitions, experiences, preferences, and traits – how are you possibly supposed to distill yourself down to three mere words? More >>

7 Creative LinkedIn Summary Examples to Help You Craft Your Own

13 Feb

Writing a LinkedIn summary is incredibly difficult – for everyone, but especially for salespeople. You’re not targeting recruiters and hiring managers; you’re appealing to buyers. That means on top of finding an interesting and genuine way to describe your professional background, you must also come across as a subject matter expert. More >>