Tag Archives: sales

Leveraging Strategic Alliances to Get More Referrals

Here are five steps you can take to effectively leverage the relationships you have with your strategic alliances. 1. Paint a picture of your ideal client to your referral partners. If you can’t clearly paint a picture of your ideal client, how can others know who to refer to you? If you are not clear about who your ideal client ...

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Kick-Off to Disability Insurance Awareness Month

Cancer is the leading reason employees stop working and take long-term disability leave, according to claims submitted to Unum, a provider of income insurance. Unum analyzes claims activity each year and shares results during Disability Insurance Awareness Month to help foster a better understanding of the value of DI insurance and other coverage. “Disability insurance – often complemented by critical ...

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How to Generate More Leads, More Clients and More Sales

One of the most common challenges NAIFA members share is their need for more leads, more clients, and more sales.  Here are some insights that will help you achieve this goal. #1: Check Your Beliefs. The most critical element of achieving a goal is a belief that we can do it. Take a minute to answer “yes” or “no” to ...

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Starting the Holiday Party Conversation

In the September 23, 2013, issue of Investment News, various advisors were asked how they respond to the question: “What do you do for a living?” Out of the eight who were quoted, two began with: “I am a CFP,” and “I am a professional.” Three began with: “We are, We believe, or We help.” And only one began by ...

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Three Easy Ways to Start an LTCI Conversation

November is Long-Term Care Insurance Awareness Month, making it the perfect time to reach out to your clients to start an LTCI conversation. And it’s not as hard as you might think.

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