Financial Advisors

Don’t Make a $50 Million Mistake

Don’t Make a $50 Million Mistake

When we talk about ways advisors can grow their practices, we talk about a number of opportunities: appointment setting, strategic partnerships, seminars, techniques for improving direct mail campaigns, thought leadership and so on.

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Four Ways You May Be Missing the Human Touch

Filed in Articles, Blog, Financial Advisors by on October 25, 2017 0 Comments
Four Ways You May Be Missing the Human Touch

Explore these opportunities if you want to make a real connection with your prospects and clients.

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Opportunity Creation: 5 Ways to Grow Your Business

Filed in Articles, Blog, Financial Advisors by on October 11, 2017 0 Comments
Opportunity Creation: 5 Ways to Grow Your Business

We see a common trend in mature practices, and seven years of a relatively up market has strengthened it, especially in the Business to Business space.

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10 Secrets to Succeeding in Cold Appointments

10 Secrets to Succeeding in Cold Appointments

An appointment setting program can be a valuable source of new business for a producer, but the sales scenario is different from a cold call or a referral. Today, one of our very best “handlers” of our appointments still tells the story of when he started working with his appointment setting program. It begins with […]

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3 Essential Pieces of Your Storyboard – By John Pojeta, VP – Business Development

3 Essential Pieces of Your Storyboard – By John Pojeta, VP – Business Development

When we partner with producers, one of the first steps in our process is to establish a storyboard that represents who they are, what they do, and what makes them different from their competition. For us, having this storyboard is essential for generating new business for the producers that hire us. It provides a consistent, […]

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Social Media for the Financial Industry?

Social Media for the Financial Industry?

Historically, the financial services industry has largely stayed away from getting involved in social media for many reasons – fear of losing control of its messaging, inadvertently violating compliance regulations, cost and time to manage, or all. As a result, the use of social media is often blocked, so then typically, when social media is […]

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Best Practices for Moving a Cold Appointment to a Second Meeting: By John Pojeta, VP – Business Development

Best Practices for Moving a Cold Appointment to a Second Meeting:  By John Pojeta, VP – Business Development

Over the last few years, I have made regular attempts to start a physical fitness regimen by going to the gym and eating better, but those attempts are short-lived. Many of you have followed this path or know someone who has. Starting and committing to the program is hard, and finding something else, anything else, […]

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5 Reasons Why You’re Not Converting Prospects to Clients

5 Reasons Why You’re Not Converting Prospects to Clients

Ever find yourself in this scenario? You just met with a hot prospect who seemed eager and interested in learning about your product offerings—in fact, you were 99.9% sure you were on a path towards landed a new client. And why not? Your meeting went great. It was a slam dunk. Or so it seemed. […]

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