Commentary: Good websites are essential for advisers Websites can be a powerful prospecting tool, but “countless professionals end up losing business because their website is poorly designed and doesn’t use an efficient process for generating and capturing leads,” writes Brian Greenberg, who notes five key elements for a strong website….
Pa. panel issues recommendation on LTC-planning education The Pennsylvania Long Term Care Commission’s final report features a recommendation that more education is needed to make people aware of long-term-care planning options, with a goal of getting more people to buy LTC insurance. National Underwriter Life & Health (2/11)
Pool of U.S. advisers keeps shrinking U.S. financial advisers decreased by 1.9% last year compared with 2013, totaling 285,000 and marking the fifth consecutive year of decline, according to Cerulli Associates. About 39,000 advisers have exited the industry since the number peaked in 2008. Reuters (2/11)
Prospecting/Qualifying David Stern Many of you who are selling, hopefully understand that you need to have Goals, Product Knowledge, Database and Time Management skills. Prospecting, is extremely important. Some professionals believe that 40% of a salespersons time should be spent prospecting. If you don’t constantly prospect, sooner or later you…
Video Are You Asking Your Clients This Question? Here’s a great idea I just picked up from one of my clients during a coaching session with his team. This will help solidify your value and lead to more referrals and personal introductions. Are You Asking Your Clients This Question? CLICK HERE…
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