Is Your Website Hurting Your Referral Acquisitions?

In today’s business landscape, your online presence can make or break you. It is vital to examine your website, and determine whether it is helping or hurting the growth of your business. This article demonstrates different ways in which your online presence can hinder you. Additionally, it..

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After the Sale

As advisors, we are 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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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 for you! Learn about the top sales ideas from successful agents who have sold a lot of financial products and services. All of these agents are highly..

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The Key Attributes of Top Performers

Being a leading producer in your industry doesn’t happen overnight, it is a process that happens over time by growing the fundamental skills necessary to be successful. This article emphasizes the skills that top performers acquire, and how you can acquire them yourself.

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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 prospective clients. Brand magic is not all about having artsy logos, catchphrases or extravagant advertising. Integrity supported by a strong structure of dedicated people and great processes is what makes brand magic. Learn how..

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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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Five Easy Ways to Close a Sale

You’ve spent a lot of time trying to make the sale happen, and it’s finally happening, but you need to make sure to seal the deal. In this article, Elizabeth McCormick, motivational speaker, and Toni Harris, sales and marketing expert, share the top five easiest ways to close a sale. Save..

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