What Butterfly Gardens and Insurance Brokers Have in Common

2 Nov

Guest contributor Dorothy Bonett, ALMI, AIRC, ACS, is vice president, sales development and marketing enablement at Crump Life Insurance Services.

I took my granddaughter to a local park recently, and to my surprise, we found many butterflies gathered in what is otherwise an open area. As we continued exploring the small area, we noticed a sign stating that this area in the park is designed specifically with butterflies in mind. It had all the flowers and plants that made them thrive.

Still, it fascinated me. The park is wide open with acres and acres of land. The butterflies were free to roam wherever they wanted, yet hundreds chose this small park area to call their home. Reflecting on what financial professionals provide clients reminds me of this butterfly garden. More>>

Thanks! It has pockets! — Understanding the Needs of Our Insurance Clients

10 Aug
Guest contributor Courtney Kulp, ALMI, ACS, supervisor, sales development specialist at Crump Life Insurance Services.

How many times have we heard a woman receive a compliment on a piece of clothing she is wearing, and her response is, “Thanks! It has pockets!”? Not having pockets means that women are left scrambling to create a makeshift pocket out of another part of their clothing.

Insurance isn’t an industry where we can add pockets to our clients’ garments. But how many of our clients have a need that we don’t even know exists because we haven’t been faced with that need in our own lives? More>>

Go Where People Are Not Going: Serving the Female Investor

29 Jun

Guest contributor Eileen Shovlin, regional director at Crump Life Insurance Services.

A mentor once told me to “go where people are not going,” and I’ve kept this advice in mind as I work to help financial professionals grow their businesses. Our discussion focused on how to grow your new client business by going where people are not going: serving the female investor. More>>

3 Ways to Improve Your Cold-Calling Skills

25 May

Guest contributor Brooklynn Slaughter, direct sales representative at Crump Life Insurance Services.

With a shift toward new digital sales techniques and technologies, it’s easy to forget the value of traditional cold calling in building business relationships. Cold calling has been around for years, and in the world of insurance, we continue to lean on this method because it works.

Here are three recommendations to help you achieve cold-calling success. More>>

13 Tips for Getting More Clients

13 Apr

A recent study conducted by Dow Jones and Broadridge Financial Solutions division AdvisorStream, which offers digital marketing, found that there is significant demand among investors for advisory services, especially among younger investors.

Based on the findings of that study, in which 1,269 investors were surveyed in the U.S., Canada and the U.K., advisors and industry experts at AdvisorStream and Dow Jones provided some helpful tips for advisors to improve their businesses. More>>

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>>

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>>

Top 5 New Year’s Resolutions for Insurance Agents

30 Dec

Thank goodness that come January, the year 2020 will be a thing of the past! There’s also a COVID-19 vaccine that is in the midst of being distributed, and everyone is hopeful to go back to normal within the next year and for businesses to open back up. If you’re an agent who excels at face-to-face sales, this news is epic because you can start working your magic in person again. If you’ve been successful working around social distancing, there are still a few resolutions you may consider making to ensure the best year possible and the most profitable one too. We have some great New Year’s resolutions that will surely give your agency a boost. Let’s take a look. 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>>