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What Your Logo's Colors Mean to Prospects and Clients

Posted by Travis Lee on Mon, Dec 19, 2016 @ 05:04 PM

Colors have different meanings around the world. Take yellow for example: It can mean energy, happiness, cowardice or even hopefulness. It depends where you are and what the attitudes are. Everyone has different associations and experiences with color.

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Tags: prospecting, marketing for independent agents

Financial Advisors Should Be Using Video Marketing

Posted by Steven Bieber on Wed, Dec 07, 2016 @ 05:17 PM

If you are not currently using videos to promote your financial services business, you could be missing the greatest opportunities to build your practice, branding and visibility. Did you know that one third of all online activity involves watching videos and 90% of viewers say a video is helpful in the decision making process? If you have a website or social media account, those stats alone should prompt you to use video marketing for your firm. So how do you get started?

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Tags: prospecting, marketing for independent agents

What Your Body Language Tells Your Prospects

Posted by Partners Advantage on Thu, Nov 17, 2016 @ 05:12 PM

Communication is an interesting topic. Many of us seem to think that communication is all about how we connect with each other through the use of our words and our vocabulary. But unfortunately it’s a little more complex than that. You need to consider what your body language tells your prospects and clients when you are communicating with them.

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Tags: prospecting, marketing for independent agents, sales techniques

5 Tips for Designing Your Financial Services Website

Posted by Travis Lee on Tue, Nov 01, 2016 @ 05:14 PM

Your website is a very important tool in your marketing strategy. It is most likely the first place someone checks before they even do business with you, so it’s important that your website is designed well. It should explain how you and your business can help clients reach their financial goals. Here are five tips for designing or re-designing your financial services website.

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Tags: prospecting, coaching, practice management, marketing for independent agents

How Financial Advisors Can Fix a Bad First Impression

Posted by Rob Anchondo on Mon, Oct 24, 2016 @ 05:37 PM

First impressions can make or break the start of any relationship. This holds true for personal as well as professional and business relationships. As a financial advisor or insurance producer, the pressure of the first impression is immense. 

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Tags: prospecting, practice management, marketing for independent agents

5 Steps to Improve Your Business's Social Media Profiles

Posted by Steven Bieber on Mon, Oct 10, 2016 @ 05:07 PM

Don't leave your business's social media profiles incomplete. Follow these five steps to ensure that your social media profiles are complete and look professional.

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Tags: prospecting, practice management, marketing for independent agents

How to Introduce Yourself to a Prospect

Posted by Partners Advantage on Tue, Oct 04, 2016 @ 05:12 PM

Regardless of how you choose to prospect for new clients, whether it’s workshops, direct mail, or referrals, you must be able to create the ultimate experience for every person you interact with. You should stand out as the top financial services professional in your community.

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Tags: prospecting, marketing for independent agents, sales techniques

How to Improve the Effectiveness of Your Prospecting Presentations

Posted by Partners Advantage on Wed, Sep 14, 2016 @ 05:26 PM

We've all sat through presentations that almost put us to sleep. A good speaker who understands the elements of powerful prospecting presentations can make any information engaging to the audience. Here are a few tips to dramatically improve the professionalism and effectiveness of your prospecting presentations.

 

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Tags: workshops and seminars, prospecting, marketing for independent agents, sales techniques

5 Things to Consider Before Designing Your Financial Services Business Logo

Posted by Travis Lee on Tue, Sep 06, 2016 @ 05:07 PM

Creating a logo for your business can be a challenging but exciting task. Your logo can be the first impression a prospect has of your business and you want it to be good. Creating a logo is like creating a classic hit song. Not only does it need to make an impact, it needs to be catchy, simple, and stand the test of time.

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Tags: practice management, marketing for independent agents

Why A Professional Speaker Improves Your Prospecting Workshops

Posted by Partners Advantage on Tue, Aug 30, 2016 @ 05:30 PM

Are your presentations failing to generate appointments? It may not be the information you're providing, but how it's presented. Here are the top reasons why a professional speaker will improve the quality and results of your prospecting workshops and seminars. 

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Tags: workshops and seminars, prospecting, practice management, marketing for independent agents

FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.