You probably spend a lot of time cultivating valuable connections by prospecting on LinkedIn, and it’s likely that at some point, you’ll want to download those contacts’ information to further nurture those connections. But how do you do that? Where do you get started when exporting LinkedIn contacts – and then what? Read on for step-by-step directions with helpful, up-to-date screenshots. More >>
Like it or not, small talk is integral to your success. Whether you’re networking, speaking with a new prospect, or warming up a customer before upselling them or asking for a referral, you must be able to build rapport with casual conversation. More >>
“You can do it!” When’s the last time someone said that to you? In the daily grind, you might not always receive words of motivation from your managers because they get pushed to the wayside as calls and meetings pile up. So, think of this list as your personal cheerleader. It’s ready to help start your day right and make it one you’re proud of. More >>
High turnover is the curse of the financial services industry. Some advisors make it, others are shown the door. However, there are several lessons experienced advisors learn through trial and error. More >>
Most of the agents we talk to will tell us, “I do not have a problem closing sales once I am in front of prospects! I just need more prospects!” However, what most of these agents do not realize is that if you call enough people, then you will always find a few people who need your products and want to buy right now. So now when you meet with them you will close almost every sales appointment. Because they are an easy sale. But they are usually a smaller sale! More >>
It’s not an easy business. You need to be constantly filling the pipeline and ringing the cash register. On the other hand, giving people peace of mind, helping make their dreams come true or plan for a secure retirement is very rewarding. You’ve made a positive difference in their lives. Making this happen requires getting up early. More >>
Did you watch the final episode of Game of Thrones? If you were an avid fan of one of the most watched series finales in the history of television, the ending was probably pretty important to you. Why? Well, the ending is arguably the most important part of the journey. Consider the rules the same when it comes to ending your emails. More >>
With robo-advisors now so easily available, client retention can be a battle. If you want to stay relevant, build long-term relationships and provide value that clients can’t find elsewhere, think about the three most important things to every client. It’s usually their health, wealth and kids. Take the time to create personalized resources that equip your clients to educate their children on financial best practices, and you’ll stand out from the crowd while also cultivating stronger client relationships. More >>
Advisor interest in the foreign national space is on the upswing. This is good news since it’s arguably the most lucrative market the life insurance industry. It’s also good news that more U.S. life carriers are comfortable with foreign national business and are actually welcoming it. More >>
You write a masterful email. The subject line is uber-clickable. Your greeting is friendly without being overly familiar. And then you get to your sign-off. “Thanks” is too generic, “Sincerely” is too formal, and “Cheers” seems tired. “Best regards” and “kind regards” are two of your best options for business email signatures, but it can be difficult to know how to use each correctly. More >>