Thriving in the Middle: Success In Serving Middle-Income Americans

Many agents and advisors who choose to serve middle-income Americans have built satisfying careers along the way. Read about advisors who achieved a high level of success by serving the middle market, and the strategies they've used to make it to the top. Learn how you can apply these strategies..

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Building a Practice You Love

Love and money are two of the greatest motivators for people. This article will get you thinking about how you would build your practice. Do you prefer one that focuses on activities you love, or one that focuses on activities that will make the most money? Learn the truth about building a..

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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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Establishing a Niche Market

It is important for agents and advisors who specialize in specific products or services to establish a niche market. This article provides you with the information to help you as you begin to establish your own niche market. Nine steps are explained in further detail, so you will be able to..

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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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Listen!

The top producers in our industry share a common strength, an extraordinary ability to listen. Listening seems simple because it is one of our main human senses, however, few of us truly use it to our full advantage. Learn the importance of listening, and how listening intently to your clients..

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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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Ascending to Greatness

It is inevitable for advisors to reach a roadblock during some point in their career. Typically, they start out determined and dedicated to working countless hours to achieve the success they desire. With hard work, luck and networking, they can find success. However, that success can be..

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Traits of Top Performers

There are seven common personality traits found in top sales performers. These traits are important to consider when applying for jobs and hiring potential candidates. This article goes into detail about these seven traits, and provides tips on how interviewers can determine if their candidate..

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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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