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 touch online, and Bill realizes that his prospects probably feel the same way. Bill has heard… Read More
July 2015 - Creative Edge
Power 10: Power Up Your Sales
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, informative concepts focusing on strategies streamlined for the time-restrained advisor… Read More
Related terms: Customer Relationship Management, Life, Practice Management, Quick Start Success, Sales Strategies, Savvy Strategies
Making it with Millennials: Why Annuities are Appealing
In the annuity world, the big buyers are men and women age 50 and up who are nearing retirement and looking for guaranteed retirement income. But have you ever considered the other end of the age spectrum? I’m 24 years old and have been in the work force for six months. I graduated with honors… Read More
Bridge the Reverse Discrimination Gap
So called “reverse discrimination” may be a good problem to have, but it is a problem nonetheless. In fact, for the highly compensated executive it can crop up in multiple places: retirement plans, group life insurance and group disability insurance to name a few. Bridging the gap caused by reverse discrimination can be challenging. The… Read More
Business Accelerator Breaks Industry Standard
I’ve worked at several ad agencies throughout my career and have never been part of a more innovative program that breaks the industry standard than CreativeOne’s Business Accelerator. It launched in January and is unlike anything I’ve seen before. Everyone knows about the 80/20 rule. What’s the important thing to understand about this rule? There… Read More
Related terms: Agency Building, Branding 101, Customer Relationship Management, Facebook, Lead Generation, Market Niches, Marketing, Online Marketing, Practice Management, Referrals, Savvy Strategies, Social Media
Fall 2015, Fall 2015, Happy Clients, Set, Hike!
Looking to throw an event that will be a touchdown with your clients? With fall and football season right around the corner, now is the time to start planning an event that will show your clients how much you appreciate them. Hosting client-appreciation events can be extremely beneficial to your business! What’s better than hosting… Read More
Related terms: Agency Building, Customer Relationship Management, Lead Generation, Marketing, Referrals
