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Making it with Millennials: How to Build Trust

by | Aug 10, 2015 | Insurance

In my last article “Why Annuities are Appealing,” I described how the effect of the recession, corporate scandals and 9/11 left Millennials feeling distrustful of large institutions wanting to invest our money in the stock market and why we find annuities so...

Improving Client Relationships through E-Marketing

by | Aug 3, 2015 | Marketing

Want better relationships with your current and prospective clients? e-Relationship is just the tool you need. Indisputably, the key to our industry is building relationships. Good client relationships lead to happier customers and thus more referral-based business....

4 Key Elements for Every Financial Advisor Website

by | Jul 17, 2015 | Marketing

Meet Bill (fictional)… Bill is a successful financial advisor in his late 40s. Over the years, Bill has learned that his clients are demanding a more sophisticated approach to communication. They’re becoming increasingly internet-savvy and want to stay in...

Power 10: Power Up Your Sales

by | Jul 17, 2015 | Insurance

I know your time is valuable and when you’re working, you want to be focused on clients. But in order to drive sales, you need to think bigger and seek out new opportunities. That’s why we’ve created Power 10. They’re quick (literally 10 minutes!), hard-hitting,...