Charitable/philanthropic giving — The high wealth client operates from a totally different perspective to the rest of benevolent givers. They want to bring "meaning" to their money. Where do these individuals gather and how can you practically deploy a philanthropy focus in your practice to befriend, intrigue and secure these clients? The actual steps in securing their commitment to reviewing their estate plans with you will be shared. Steve and Anthony escort you through the concept and tactical use of targeting the locations where the wealthy gather.
Getting your neighborhood seeking your advice — From food bank drives to Halloween pumpkin carving competitions, it’s all available to you to have 50 families right on your block seeking you out. Movie nights for adults using MDRT and other recommended movies also bring area families into your office. Steve and Anthony love this segment because it’s such a win-win campaign for everyone involved and it’s a low cost marketing strategy.
The views expressed here are those of the author and not necessarily those of ProducersWEB.
Reprinting or reposting this article without prior consent of Producersweb.com is strictly prohibited.
If you have questions, please visit our terms and conditions
Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Steve is the number one online author and videographer of insurance content. During his 30-year career in the financial services industry,... More
Steve Savant recently shared that #1 consumer request of advisers is help with debt reduction. But most advisers don’t offer debt reduction services. Debt reduction frees up cash flow for monthly savings in annuities & life insurance.