The ‘Why’ and ‘How’ of LinkedIn for Financial Advisors in 2021 and Beyond

10 Nov

LinkedIn has over 750 million users, with the vast majority of them being professionals, go-getters, decision-makers, CEOs and entrepreneurs. In North America alone, there are more than 4 million high-net-worth investors (HNWI) active on the platform. In a nutshell, LinkedIn users are prospects who could potentially benefit from the services of a financial advisor. More>>

Life Insurance Awareness Month 2021

15 Sep

Life Happens created and coordinates the Life Insurance Awareness Month (LIAM) campaign every September. This year, Life Happens is collaborating with singer, songwriter, producer and humanitarian Kelly Rowland for LIAM. By partnering with Life Happens as LIAM spokesperson, Kelly wants to help Americans get the knowledge they need to take-action with life insurance through this year’s theme: With life insurance, I’ve got you. Crump Life Insurance Services supports Life Happens and its mission to educate consumers. Check out these turnkey marketing resources to help make it easy to get your campaign off the ground … even if you think you don’t have the time! More>>

Online Tools That Can Boost Your Sales

28 Jul

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

As financial professionals, we spend so much time living in our own world of industry news, trends and even jargon that it can be hard to distinguish what we know as everyday language from what our customers likely understand. It’s no wonder that our efforts to grow our existing business and prospect for new opportunities can often lead to some head scratching – “I’ve tried everything” or “I’ve used the same tactics year after year, now what?” More>>

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>>