Life insurance agents and brokers should promote policies' "extra" benefits, which can include financial-planning help and travel assistance, writes Jennifer Gassaway of The Standard. BenefitsPro.com (9/20)
Financial adviser Greg De Jong offers advice on succession, discussing the merger of his multimillion-dollar practice with another firm. Extraction of equity is important, De Jong says, but "No. 2 behind my most important goal: the long-term well-being of my clients." Financial-Planning.com (8/29)
A client is likely to stay with an adviser for an average of five years if the adviser creates a positive and effective experience in the first 100 days, writes Brad Johnson, vice president at Advisors Excel. InvestmentNews (6/28)
Coaching and training forums are becoming popular ways for advisors to gain business opportunities. Coaching involves a holistic approach to growing business, while traditional conferences and seminars generally deal with one or two issues, says John Bowen Jr., CEO of CEG Worldwide. Financial-Planning.com
Advisory firm owners must strike a balance between having goals that drive sustainable growth and allowing employees to adapt to changes, Glenn Kautt writes. "For best results, develop a carefully thought out business model and strategy with specific, measurable and attainable goals," he writes. Financial-Planning.com
6 tips to improve your public speaking voice By Brian Tracy From public speaking to cold calling, learning how to use the power of your voice can increase your persuasiveness. Read more
The Laser Coaching Series, led by Dan Finley with Advisor Solutions, is designed to dramatically increase your ability to create deeper responses after listening to a prospect or client. You will be initially discussing and then role-playing using the 4 Levels of Empathetic Listening. This two-part session series occurs from…
Many people avoid estate planning until it is too late, creating an opportunity and challenge for financial planners. A 2015 CNBC survey showed 38% of those with at least $1 million of investable assets have not sought advice on setting up an estate plan. The first step for advisers is…
One morning Juan, a new sales hire for Acme, Inc., found himself under pressure from his manager, Brad. “It’s been two months since you joined us,” Brad said briskly. “It’s time for you to step up. This quarter, I need you to set appointments with some new companies we are…
Spamming other users and failing to have a profile photo are mistakes that can make you look unprofessional on LinkedIn, writes Liz Ryan. Don't call yourself a guru or genius on LinkedIn, and avoid bragging about the number of connections you have. Finally, don't try to circumvent LinkedIn's rules by…
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