With so many different types of life insurance policies available it's easy for clients to feel overwhelmed or in over their heads. Most permanent policies can provide life insurance protection for their lifetime, but choosing the right one is not easy.
Make sure you mention these important points to your clients to help them better understand their purchase of a permanent life insurance policy.Read More
We're sure you know that you can't grow your business without growing your sales pipeline. Successful sales lead management begins with identifying prospects who have expressed an interest in your products or services. Life Insurance leads can come from a variety of prospecting efforts such as lists, social media, direct mail or email. Regardless of how you find these leads, it is important to always nurture them, a forgotten lead is unlikely to become a customer. Below are tips on how to handle and track each new lead as well as grow your lead base.Read More
It's no secret that an online presence is key to growing your business. We've stressed the importance of websites and social platforms many times, and for good reason. In 2016 it is much more likely that someone will look you up online before simply walking into your office and asking for a meeting; if only it were that easy. We've compiled what we think are the most invaluable tips for advisors when it comes to online marketing.Read More
We recently hosted a webinar explaining the 5 top technology trends within the insurance industry that are re-shaping the sales landscape. During this webinar we looked at how these trends will positively impact your role as an insurance agent or financial advisor. We also discussed new tools and techniques that will help to fuel the growth of your business.Read More
2016 seems to be flying by and it's hard to believe we are already closing in on March 1st. Even though we're only a few months into the new year, we're already seeing some trends gaining traction and advisors should take notice! Here's a brief summary of our observations on the technology trends that are gradually re-shaping the life insurance industry.Read More
A universal fear amongst all working individuals is to learn that you've been fired. As an independent financial advisor or insurance broker, the same fear applies to losing a client. We have compiled six tell-tale signs that your client might be leaving you or cheating on you with another advisor.Read More
Welcome to 2016! With a fresh new year ahead of us it's time to start gaining momentum and setting ourselves up for success. Everyone wants to start the year off on the right foot, and one of the ways an advisor can do that is by targeting a new generation of clients.
Today's workforce is currently a combination of Millennials, Generation X'ers and Baby Boomers. As the Boomers reach retirement age and the Millennials start flooding in, it may feel like your being pulled in far too many directions. Selling to Millennials isn't nearly as difficult as it seems. Just follow these great tips and you'll be well on your way to building a bigger book of business.Read More
Since we are less than 24 hours away from 2016, we thought it made sense to take a look at the topics that resonated most with our readers over the past year. How did we choose which articles made the cut? We didn't, you did! These are Brokers' Service Marketing Group's most viewed and shared posts of 2015...Read More
As 2015 comes to a close we are urged to reflect on the year that has passed and determine our resolutions for the year to come. Forty-five percent of Americans will set a resolution this year like get organized, learn something exciting or help others achieve their dreams. In reality, only 8% will be successful in achieving their resolution.1Read More
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No Comments 28 Oct 2015
8 Ways to Make Your LinkedIn Page GREAT!
Today you can find information about almost anyone with a simple Google search. Having a top notch LinkedIn page is a great way to market yourself to future prospects and clients alike. If a prospect were looking for a new financial advisor and stumbled upon your page, you want to make sure what they see entices them to give you a call!
These 8 Tips are sure to get your profile noticed...Read More