Customer Relationship Management Archives - Page 2 of 6 - Creative Edge

Did you see ChangePath on the front cover of Retirement Advisor?

With the recent DOL ruling, how do you increase fiduciary responsibility and scale your business without additional workload or expenses? With ChangePath, a first-to-market, integrated investment management platform that systematically merges annuities into client portfolios alongside investments. ChangePath’s world-class approach features: DOL process-friendly annuities and investment integration. Statistically backed client recommendations. Access to institutional-caliber portfolio… Read More


10 Marketing Elements Your Business Can’t Live without

Effective marketing has never been more important. Prospects have a plethora of information—and competition—available to them with just a few keystrokes. To stay ahead of the game, you want to ensure your marketing is on the right track. According to a recent survey of agents we conducted, there are a few specific things they’re all… Read More


Women Face Different Retirement Income Planning Challenges

Have you noticed certain challenges that affect women when it comes to retirement income planning and savings? It’s important to know about these challenges, and create a strategy to combat them, so they may live a comfortable retirement. A startling insight: 70 percent of women leave their advisor after the death of or divorce from… Read More


Best Sales Practices from a MDRT Top of the Table Producer

November 17 2016

by CreativeOne - www.creativeone.com

In the wake of the April release of the U.S. Department of Labor’s finalized fiduciary rule, retirement advisors understandably have a heightened focus on all things compliance-related: documents, disclosures, compensation and acting in the client’s best interest. With respect to the last task, they might also take a tip from the Labor Department and do… Read More


CreativeOne App Gets a Makeover

Remember how we told you about the new CreativeOne mobile app back in July? Well, it just got better. The responsive and mobile-friendly app has recently had a makeover and is now easier than ever to use. After listening to your feedback, we’ve optimized the app with new features and a new layout that helps you… Read More


Direct Lines Give Quicker Access to Your CreativeOne Teams

Call CreativeOne

As part of CreativeOne’s Agent Development Organization (ADO) philosophy, we’re always looking for ways to better serve you. Our unique value proposition makes you more successful by providing you with the vast array of services you need, and that includes streamlining our phones so you can reach your team faster. With this, you’ll get better… Read More


C1 Insider: Your New Resource for Current Events

Want the inside scoop on the industry’s hottest topics? How about articles that help you stay up-to-date on the latest developments and topics that could affect your clients and your practice? Look no further because CreativeOne is excited to announce the launch of our new informational website for agents and advisors, C1 Insider.  This newly… Read More


Need Referrals? Get Them with Endless Events

Summer is here, so what better time is there than now to show your clients how much you appreciate them? The bonus of hosting such an event? Referrals! How? By inviting your top clients to fun events and encouraging them to bring their friends, you’ll potentially gain new business. CreativeOne’s Endless Events program helps you… Read More


A Word from the Wise: Stephen Stricklin

A Word from the Wise features expertise from industry-related professionals to put you at the top of your game. When Stephen Stricklin founded Wise Wealth LLC, he was motivated by the desire to bring financial wisdom to his clients. A former teacher and counselor, Stephen understands the role knowledge plays in wealth management and preservation… Read More


The Importance of Annual Reviews

Now is a great time to start setting up your client annual reviews. Not only are they a great way to stay top-of-mind with clients, but these appointments also create opportunities to ask your best clients for referrals and cross sell life insurance to them. Think about it. Isn’t it easier to ask clients who… Read More