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Sales and Marketing >>

Lew Nason
Helping prospects see you as a financial advisor and not a salesperson, Pt. 1
Article posted by Lew Nason
The top producers in the financial services industry understand that there is a price to pay for long-term success and to make a consistent, significant income. The rewards are outstanding for those few people who are willing to do what the unsuccessful people are not.

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Prospecting >>

RAMonti
For many consumers, familiarity influences insurance choices
Article posted by Ruth Ann Monti
Shopping for insurance is not high on many people's to-do lists, a factor that makes selling it particularly difficult, even though insurance is required for cars, home mortgages and now health care. In the United States, insurance agents face a lot of denial when they discuss risk and try to explain how insurance can protect consumers from financial ruin. But consumers rarely perceive personal risk to their health, property and income.

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Practice Management >>

Maggie Crowley
Don't waste your time: Find out if your Web marketing is working
Article posted by Maggie Crowley
We know that a great advisor marketing strategy is built on a foundation of measurable goals. We also know that hard numbers provide the best evidence and help us make informed decisions. So, the question is: How do we identify these numbers and what does it all mean?

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Social Media >>

Anne Bachrach
10 quick tips for beating procrastination
Article posted by Anne Bachrach
Here are 10 quick and easy tips for beating procrastination. Sometimes, finding a little bit of help (like these tips) is all that you need to tip the scales back in your favor.

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Technology >>

Jonathan
​Three reasons digital marketing will replace direct mail
Article posted by Jonathan Musgrave
Oftentimes, our initial reaction to new marketing approaches is skepticism. In this brief article, I’ll make a case for digital marketing by comparing it to traditional marketing approaches.

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