For many, social interaction during the pandemic has been limited to video calls or other digital communications, making it difficult to read a room. Whether you’re on a conference call or doing a virtual happy hour, NBC News investigative and consumer correspondent Vicky Nguyen has some tips on how to decode body language for your next video call, no matter how many screen freezes or audio glitches get in the way. More>>
A MAN AND A WOMAN WALK INTO AN ADVISOR’S OFFICE …
No, it’s not the setup of a well-trodden joke. In fact, the difference in treatment that male and female clients receive is far from humorous.
While many financial advisors claim or even believe they treat all clients equally, regardless of their gender, studies show a significant difference in the way advisors work with men and women. The culprit for this inequitable treatment? Unconscious, or implicit, gender bias. More>>
Poet William Butler Yeats once said to “think like a wise man, but communicate in the language of the people.” While it’s true that the right verbiage and empathetic delivery may show clients, you understand their unique reality and circumstances, even the most well-spoken and expert insurance professionals can’t guarantee a disability insurance (DI) sale. More>>
May is Disability Insurance Awareness month (DIAM)! Crump Life Insurance Services has put together sales and educational tools to help you and your clients understand the available products and the need for income protection. More>>
No one would say going through a pandemic is easy or recommend it as a best business practice. Yet, it happened. To everyone. Our world changed, and it didn’t always feel like “we’re all in this together” as we sheltered in place and clients wouldn’t step foot in your office or in your seminars.
Yet despite everyone’s collective and individual struggles, many MDRT members found spaces to rebuild and realign. They saw areas for improvement or revision that may have always been there but could now be seen better. To help you see some opportunities in your business, read what MDRT members from around the world had to say about how they changed their business during the pandemic. More>>
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>>
I help my clients understand the difference between financial planning and quality-of-life planning. I focus on dignity, not insurance products. Quality-of-life planning focuses on four key components. More>>
Why advisors should focus on this important client subset.
Women today are more highly educated and financially empowered than ever before, but evidence suggests that their financial planning needs are not being met. More>>
Yes, we don’t talk about Fight Club, but I am going to discuss it here. Here are some of my favorite strategies from Fight Club, a coaching program for financial advisors, to help jump start your New Year! Shhh…
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>>