by CreativeOne | Dec 19, 2013 | Marketing
Another year has come and gone. Did you connect with your clients as much as you hoped? Maybe you had good intentions but struggled to find the time in the midst of appointments, presentations and continuing education. To grow your practice, you must build strong...
by CreativeOne | Nov 12, 2013 | Insurance, Marketing, Products & Carriers
The sale is not yet complete. You met with the client, have a thorough understanding of her needs and what she can contribute to an annuity. You want to recommend a five-year fixed indexed product. But which one? There may be a half dozen or more that will work. And...
by CreativeOne | Sep 30, 2013 | Marketing, Uncategorized
Drink our coffee. You need a new mattress. Wear what everybody else is. Buy these tickets – at a new low price! Many industries and companies still employ aggressive sales tactics aimed at pushing products instead of fulfilling a customer’s need. This method even...
by CreativeOne | Sep 30, 2013 | Marketing
One of the largest areas of concern among retirees and pre-retirees is Social Security. In 2013, almost 58 million Americans will receive $816 billion in Social Security benefits, according to the Social Security Administration. Every day people are trying to...
by CreativeOne | Aug 27, 2013 | Marketing
Have you experienced this? You call a “leads vendor” that promises to identify qualified, affluent consumer leads for you. Subsequently, the lead you contact either tells you to buzz off – or you meet with them only to discover they have minimal assets. Grrrrr. If the...
by CreativeOne | Aug 5, 2013 | Insurance, Marketing
If you want your business to fly at “peak performance” or just want to improve the efficiency of the way you run your office — we can show you ready-to-implement ways successful producers: Increase client demand and referrals Deal with client objections...
