After the Sale

As advisors, we’re often focused on making the sale happen rather than what actions we should take after the sale. We forget that what we do after the sale is just as important as what we do before the sale. The actions we take after making the sale can improve our profession and future sales...

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Ideas for Profitable Practice

Finding prospects and persuading them to buy the financial protection they need is the biggest challenge for most agents and advisors. However, with the right conversation, you can lead your clients to the right financial plan and close a sale. In this article, read about tips you can use to..

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Getting to Know Your Clients

Familiarizing yourself with your client and their life can increase your sales. Understanding your clients’ industry and their jargon could help you explain what products you have to offer. Relating the tools of your trade with theirs could improve your sales by helping them understand your..

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Properly Preparing for a Closing Appointment

Financial advisors are sometimes more focused on closing the appointment instead of focusing on the appointment itself. It is important to map out conversation points before meeting with your prospects. By having properly planned out conversation points, you will set yourself up for success...

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Great Ideas for Sales Success

Need some tips on how to increase your sales? Want to know how successful producers build a profitable book of business? Then this article is perfect for you. Read about the top sales ideas from a handful of successful agents who have sold a lot of financial products and services. All of these..

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Do It Now!

Procrastinating keeps your life and career at a standstill. By overcoming the habit of putting things off, you’ll see yourself moving one step closer to having a brighter future. Do not let the feelings of fear, lack of self-confidence or laziness hold you back from having a successful life and..

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Building Your Natural Audience

Figuring out who your natural audience is can lead to better relationship building and sales. Through collaboration and mutually beneficial exchanges, the chance for successful business relationships increases. This article explains how to build your natural audience and how to interact with..

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Ignite Your Sales Potential

Convincing your clients that they need your products and services can be the trickiest task as an advisor. Everyone needs financial security and it is up to you to prove to them how important it is. This article shares advice from successful advisors who have found the best techniques to..

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What’s Behind Brand Magic?

Creating brand magic can help you increase sales and market more prospect clients. Brand magic is not all about having artsy logos, catchy catchphrases, or extravagant advertising. Integrity supported by a strong structure of dedicated people and great processes is what makes brand magic. In..

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Five Things Your Client is Thinking…But Won’t Let You Know

Get a glimpse into the mind of your client through this article. Read about five concerns that your clients have on their mind, but are hesitant to tell you. With this information, you can better address these five concerns successfully with your clients and continue to build a stronger..

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