If You’re Tellin’, You’re Not Sellin’: How to Close More Financial Sales Without Pushing Products
Why Your Clients Tune Out—And What to Do Instead If you’re spending most of your client meetings talking, rattling off features, explaining policies, and proving how much you know… I hate to break it to you, but you’re losing sales. Your clients don’t care about your encyclopedic knowledge of products. They care about their problems, […]
50% LESS COST, 100% MORE IMPACT: A New Era of Retirement Planning
Let’s face it—the retirement planning world has changed. The old rules? They no longer apply. Clients are living longer, spending more, and facing unpredictable markets. Things were different when pensions and social security covered the bulk of retirement expenses. But now things are different: market volatility can become a real problem with people trying to […]
Sequence Of Returns Risk
TURNING RISK INTO OPPORTUNITY Markets are unpredictable (shocking… right?). They soar one year and tumble the next. For retirees drawing, or about to draw, income from their portfolios, this unpredictability isn’t just inconvenient; it’s dangerous. It’s called Sequence of Returns Risk, and it can shatter retirement dreams if not addressed properly. But what if you, […]
Building Better Relationships with your Clients as a Counselor versus a Transactional Advisor
How can you reframe your client conversations from transactional focus to acting as a trusted advisor and partner to your clients? If you have been in this industry long enough, you will get that call from one of your clients informing you that they have money to invest. Let’s look at an example: the client, […]
Helping Clients Prepare for the Unexpected
Our economy is currently going through a great change as a result of COVID-19, and many families are having their financial strategies upended because of it. However, as a financial planner, you are in the perfect position to guide your clients through this troubling period and help them work towards their financial goals. Keep reading […]
Staying Engaged During A Crisis
Like so many businesses out there, we know many agents have been working to keep their virtual doors open during a time of social distancing. Larger gatherings are prohibited, and face-to-face meetings have been moved online. Many clients are looking for ways to stay engaged and connected with you while trying to do what’s best […]