Thu, 05 Jan 2012 09:07:44 EST Maggie Leyes http://www.advisortoday.com Retirement Solutions for Today’s Boomers AdvisorToday.com's podcast provides practical information, sales ideas, resources and business strategies to help insurance and financial advisors succeed. en www.advsortoday.com AdvisorToday epublications@naifa.org http://www.advisortoday.com/images/podcastmp3_144.jpg http://www.advisortoday.com 141 144 Podcasting Financial Services Business News Investing Software How-To Advisor Today, advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management no Maggie Leyes Listen to Allianz Life SVP of Sales Eric Thomes as he highlights the roadblocks many Baby Boomers face in planning for retirement and the financial solutions you can use to help them overcome these obstacles. Listen to Allianz Life SVP of Sales Eric Thomes as he highlights the roadblocks many Baby Boomers face in planning for retirement and the financial solutions you can use to help them overcome these obstacles. http://www.advisortoday.com/podcasts/atpodcast61.mp3 http://www.advisortoday.com/podcasts/atpodcast61.mp3 Thu, 05 Jan 2012 09:06:11 EST Business (category), Finance (subcategory) no 12:09 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes In this podcast, Margie Barrie, LTCP, highlights the 3in4 Campaign, which has been designed to educate American consumers about the need to plan for their long-term care. In this podcast, Margie Barrie, LTCP, highlights the 3in4 Campaign, which has been designed to educate American consumers about the need to plan for their long-term care. http://www.advisortoday.com/podcasts/atpodcast60.mp3 http://www.advisortoday.com/podcasts/atpodcast60.mp3 Sat, 05 Nov 2011 11:45:28 EST Business (category), Finance (subcategory) no 16:53 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Advisor Today's Editorial Advisory Council member Michael Lynch was named MetLife's Financial Planner of the Year for the second year in a row. A few years ago, he also won the magazine's Four Under Forty Award. Here is Lynch's award-winning recipe for success.]]> Last year, Advisor Today's Editorial Advisory Council member Michael Lynch was named MetLife's Financial Planner of the Year for the second year in a row. A few years ago, he also won the magazine's Four Under Forty Award. Here is Lynch's award-winning recipe for success. Last year, Advisor Today's Editorial Advisory Council member Michael Lynch was named MetLife's Financial Planner of the Year for the second year in a row. A few years ago, he also won the magazine's Four Under Forty Award. Here is Lynch's award-winning recipe for success. http://www.advisortoday.com/podcasts/atpodcast59.mp3 http://www.advisortoday.com/podcasts/atpodcast59.mp3 Thu, 08 Sep 2011 14:56:57 EST Business (category), Finance (subcategory) no 24:54 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes It can make the difference between staying in business and being forced to seek another line of work. In this podcast, industry expert Bryce Sanders shares some time-tested strategies for attracting a steady stream of high-quality products. It can make the difference between staying in business and being forced to seek another line of work. In this podcast, industry expert Bryce Sanders shares some time-tested strategies for attracting a steady stream of high-quality products. http://www.advisortoday.com/podcasts/atpodcast58.mp3 http://www.advisortoday.com/podcasts/atpodcast58.mp3 Fri, 01 Jul 2011 14:00:00 EST Business (category), Finance (subcategory) no 00:21:16 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes In this podcast, Maribeth Kuzmeski, MBA, shares some new and not-so-new ways of attracting high-quality clients. In this podcast, Maribeth Kuzmeski, MBA, shares some new and not-so-new ways of attracting high-quality clients. http://www.advisortoday.com/podcasts/atpodcast56.mp3 http://www.advisortoday.com/podcasts/atpodcast56.mp3 Sun, 01 May 2011 12:15:39 EST Business (category), Finance (subcategory) no 19:22 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Spend some time with veteran producer Brian Ashe, CLU, as he describes the skills required for success in today's challenging economic environment. Spend some time with veteran producer Brian Ashe, CLU, as he describes the skills required for success in today's challenging economic environment. http://www.advisortoday.com/podcasts/atpodcast55.mp3 http://www.advisortoday.com/podcasts/atpodcast55.mp3 Tue, 01 Mar 2011 14:45:09 EST Business (category), Finance (subcategory) no 00:21:08 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes As a multiline insurance agent, you should make it a top priority to sell life insurance to your clients. Most of them desperately need it, and you need the sales, as well, if you truly want to build and maintain a thriving practice. Laurie Adams, with Country Financial, presents the business case for pursuing life insurance sales and the steps you need to achieve success. As a multiline insurance agent, you should make it a top priority to sell life insurance to your clients. Most of them desperately need it, and you need the sales, as well, if you truly want to build and maintain a thriving practice. Laurie Adams, with Country Financial, presents the business case for pursuing life insurance sales and the steps you need to achieve success. http://www.advisortoday.com/podcasts/atpodcast53.mp3 http://www.advisortoday.com/podcasts/atpodcast53.mp3 Fri, 14 Jan 2011 08:52:14 EST Business (category), Finance (subcategory) no 00:30:53 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Mike Smith, LUTCF, won the sales idea contest at this year’s NAIFA Career Conference and Annual Meeting with this easy-to-implement idea. A provision in the Pension Protection Act created a new tax law this year that allows consumers to take funds from annuities tax-free if they are used to pay for long-term-care expenses or to purchase long-term-care insurance. Learn how to turn this change in the law into an easy sale. Mike Smith, LUTCF, won the sales idea contest at this year’s NAIFA Career Conference and Annual Meeting with this easy-to-implement idea. A provision in the Pension Protection Act created a new tax law this year that allows consumers to take funds from annuities tax-free if they are used to pay for long-term-care expenses or to purchase long-term-care insurance. Learn how to turn this change in the law into an easy sale. http://www.advisortoday.com/podcasts/atpodcast52.mp3 http://www.advisortoday.com/podcasts/atpodcast52.mp3 Wed, 01 Dec 2010 00:10:00 EST Business (category), Finance (subcategory) no 00:22:05 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes You are doing your practice and your clients a great disservice if you haven't added critical illness insurance to your portfolio. Thomas Lawton, with Critical Illness Insurance Advisors, shows you how CI insurance can help solve your prospecting problems and protect your clients' "blindside." You are doing your practice and your clients a great disservice if you haven't added critical illness insurance to your portfolio. Thomas Lawton, with Critical Illness Insurance Advisors, shows you how CI insurance can help solve your prospecting problems and protect your clients' "blindside." http://www.advisortoday.com/podcasts/atpodcast51.mp3 http://www.advisortoday.com/podcasts/atpodcast51.mp3 Mon, 01 Nov 2010 23:36:37 EST Business (category), Finance (subcategory) no 00:14:49 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Summer is often a slow time work-wise, so fall brings a renewed sense of get-up-and-go. Ryan Pinney, CSFP, brokerage director at Pinney Insurance Center, will show you how to channel that energy into your business with eight marketing tips to help you finish with your strongest year yet. Summer is often a slow time work-wise, so fall brings a renewed sense of get-up-and-go. Ryan Pinney, CSFP, brokerage director at Pinney Insurance Center, will show you how to channel that energy into your business with eight marketing tips to help you finish with your strongest year yet. http://www.advisortoday.com/podcasts/atpodcast50.mp3 http://www.advisortoday.com/podcasts/atpodcast50.mp3 Fri, 01 Oct 2010 00:00:10 EST Business (category), Finance (subcategory) no 00:22:37 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes You spend your days talking to clients about preparing for the future and the unexpected, but have you done the same due diligence when it comes to your own business? Matt Matrisian, vice president and director of Practice Management at Genworth Financial Wealth Management, has some smart tips for you to get your own business-succession plan started and on track. You spend your days talking to clients about preparing for the future and the unexpected, but have you done the same due diligence when it comes to your own business? Matt Matrisian, vice president and director of Practice Management at Genworth Financial Wealth Management, has some smart tips for you to get your own business-succession plan started and on track. http://www.advisortoday.com/podcasts/atpodcast49.mp3 http://www.advisortoday.com/podcasts/atpodcast49.mp3 Wed, 01 Sep 2010 19:31:23 EST Business (category), Finance (subcategory) no 00:19:34 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Social media is no longer a fad; it's a business must. Your clients and prospects of all ages are using it to communicate, and you should be, too. Ron Agypt, vice president of Broker Sales at AFLAC, will show you how, with just a 15 minute-a-day commitment, you can leverage the Big Three for increased business success. Social media is no longer a fad; it's a business must. Your clients and prospects of all ages are using it to communicate, and you should be, too. Ron Agypt, vice president of Broker Sales at AFLAC, will show you how, with just a 15 minute-a-day commitment, you can leverage the Big Three for increased business success. http://www.advisortoday.com/podcasts/atpodcast48.mp3 http://www.advisortoday.com/podcasts/atpodcast48.mp3 Sun, 01 Aug 2010 19:31:23 EST Business (category), Finance (subcategory) no 14:52.37 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Did you know that a "no" from a prospect may be a good thing? Or that you should be putting all your prospects into one of three groups? Annette Bau, author of The Million Dollar Marketing System shows you simple steps to double your closing ratio. Did you know that a "no" from a prospect may be a good thing? Or that you should be putting all your prospects into one of three groups? Annette Bau, author of The Million Dollar Marketing System shows you simple steps to double your closing ratio. http://www.advisortoday.com/podcasts/atpodcast47.mp3 http://www.advisortoday.com/podcasts/atpodcast47.mp3 Thu, 01 Jul 2010 13:04:20 EST Business (category), Finance (subcategory) no advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Marketing your practice doesn’t have to be hard, complicated or expensive. Catch a sneak preview of NAIFA 2010 Career Conference and Annual Meeting speaker Jennifer Alford, vice president of Creative Financial Partners, as she shares low-cost and high-return marketing strategies you can start implementing today. Marketing your practice doesn’t have to be hard, complicated or expensive. Catch a sneak preview of NAIFA 2010 Career Conference and Annual Meeting speaker Jennifer Alford, vice president of Creative Financial Partners, as she shares low-cost and high-return marketing strategies you can start implementing today. http://www.advisortoday.com/podcasts/atpodcast46.mp3 http://www.advisortoday.com/podcasts/atpodcast46.mp3 Tue, 01 Jun 2010 13:03:27 EST Business (category), Finance (subcategory) no advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes The reason people don’t make it to the MDRT Top of the Table is simple, says Tom Petersen, DI expert with Petersen International: They don’t sell enough. Petersen shows you how to increase your sales (and make TOT) with the “2fer” sale. Whenever you uncover a need for life insurance, you uncover a similar need for disability income insurance. Learn how to close two sales in one. The reason people don’t make it to the MDRT Top of the Table is simple, says Tom Petersen, DI expert with Petersen International: They don’t sell enough. Petersen shows you how to increase your sales (and make TOT) with the “2fer” sale. Whenever you uncover a need for life insurance, you uncover a similar need for disability income insurance. Learn how to close two sales in one. http://www.advisortoday.com/podcasts/atpodcast45.mp3 http://www.advisortoday.com/podcasts/atpodcast45.mp3 Sat, 01 May 2010 12:58:45 EST Business (category), Finance (subcategory) no advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes If you've been using a buy-and-hold strategy to help your clients create and protect wealth, then you may want to rethink your approach. Jack Reutemann's philosophy on this may change the way you do business. If you've been using a buy-and-hold strategy to help your clients create and protect wealth, then you may want to rethink your approach. Jack Reutemann's philosophy on this may change the way you do business. http://www.advisortoday.com/podcasts/atpodcast44.mp3 http://www.advisortoday.com/podcasts/atpodcast44.mp3 Thu, 01 Apr 2010 17:40:52 EST Business (category), Finance (subcategory) no 00:14:30 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Dean Cipriano went from being a self-described "broke and frustrated" agent to an MDRT Top of the Table producer. He shares some easy-to-implement tips that you can use in your practice to improve your bottom line. Dean Cipriano went from being a self-described "broke and frustrated" agent to an MDRT Top of the Table producer. He shares some easy-to-implement tips that you can use in your practice to improve your bottom line. http://www.advisortoday.com/podcasts/atpodcast43.mp3 http://www.advisortoday.com/podcasts/atpodcast43.mp3 Mon, 01 Mar 2010 21:30:00 EST Business (category), Finance (subcategory) no 00:17:52 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes What Every Great Salesperson Knows—A No-Nonsense Guide to Sales Success teach you in just 15 minutes about building a better practice? Plenty! Industry veteran and coach Bob Artz tells you how to cultivate four essential habits of top performers.]]> What can the author of What Every Great Salesperson Knows—A No-Nonsense Guide to Sales Success teach you in just 15 minutes about building a better practice? Plenty! Industry veteran and coach Bob Artz tells you how to cultivate four essential habits of top performers. What can the author of What Every Great Salesperson Knows—A No-Nonsense Guide to Sales Success teach you in just 15 minutes about building a better practice? Plenty! Industry veteran and coach Bob Artz tells you how to cultivate four essential habits of top performers. http://www.advisortoday.com/podcasts/atpodcast42.mp3 http://www.advisortoday.com/podcasts/atpodcast42.mp3 Mon, 01 Feb 2010 16:20:54 EST Business (category), Finance (subcategory) no 00:17:38 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Here are some best practices to sell more life insurance from Top of the Table producer Rob Eddy. He also gives you a super easy way to open the door to the business marketplace, even if you've never done it before. Here are some best practices to sell more life insurance from Top of the Table producer Rob Eddy. He also gives you a super easy way to open the door to the business marketplace, even if you've never done it before. http://www.advisortoday.com/podcasts/atpodcast41.mp3 http://www.advisortoday.com/podcasts/atpodcast41.mp3 Fri, 01 Jan 2010 19:05:43 EST Business (category), Finance (subcategory) no 00:17:18 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes It's not about luck; it's about taking a calculated look at your practice and putting the proper processes in place. Connie Golleher tells you how to make the most of the next 31 days. Also learn how to use successes and failures to chart a course for the coming year. It's not about luck; it's about taking a calculated look at your practice and putting the proper processes in place. Connie Golleher tells you how to make the most of the next 31 days. Also learn how to use successes and failures to chart a course for the coming year. http://www.advisortoday.com/podcasts/atpodcast40.mp3 http://www.advisortoday.com/podcasts/atpodcast40.mp3 Tue, 01 Dec 2009 18:37:00 EST Business (category), Finance (subcategory) no 00:14:49 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes It's critical for you to start using new investment strategies with your clients, says Gurinder Ahluwalia, president and CEO of Genworth Financial Wealth Management. Learn how to use the analogy of sailing vs. rowing to turn around the investment conversations you're having with your clients. It's critical for you to start using new investment strategies with your clients, says Gurinder Ahluwalia, president and CEO of Genworth Financial Wealth Management. Learn how to use the analogy of sailing vs. rowing to turn around the investment conversations you're having with your clients. http://www.advisortoday.com/podcasts/atpodcast39.mp3 http://www.advisortoday.com/podcasts/atpodcast39.mp3 Sun, 01 Nov 2009 14:12:00 EST Business (category), Finance (subcategory) no 00:16:15 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Here are easy-to-implement ideas that can revolutionize how you do business. One idea is so simple and has such a big impact, says practice-management guru Kirk Hulett, that there's no reason not to start using it tomorrow morning. Here are easy-to-implement ideas that can revolutionize how you do business. One idea is so simple and has such a big impact, says practice-management guru Kirk Hulett, that there's no reason not to start using it tomorrow morning. http://www.advisortoday.com/podcasts/atpodcast38.mp3 http://www.advisortoday.com/podcasts/atpodcast38.mp3 Thu, 01 Oct 2009 15:52:27 EST Business (category), Finance (subcategory) no 00:16:00 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes It's time to expand your business by putting a centers-of-influence marketing program in place. Jim Pittman, an MDRT Top of the Table qualifier, shows you how to get top-quality (and ongoing) referrals from attorneys, CPAs, bankers and other planners. It's time to expand your business by putting a centers-of-influence marketing program in place. Jim Pittman, an MDRT Top of the Table qualifier, shows you how to get top-quality (and ongoing) referrals from attorneys, CPAs, bankers and other planners. http://www.advisortoday.com/podcasts/atpodcast37.mp3 http://www.advisortoday.com/podcasts/atpodcast37.mp3 Tue, 01 Sep 2009 18:42:55 EST Business (category), Finance (subcategory) no 00:17:50 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes MDRT Court of the Table member Timothy Radden, CLU, ChFC, thinks that now is the best time to sell whole life insurance. He tells you why the time is right and how to find the prospects who will easily sign on the dotted line. MDRT Court of the Table member Timothy Radden, CLU, ChFC, thinks that now is the best time to sell whole life insurance. He tells you why the time is right and how to find the prospects who will easily sign on the dotted line. http://www.advisortoday.com/podcasts/atpodcast36.mp3 http://www.advisortoday.com/podcasts/atpodcast36.mp3 Sat, 01 Aug 2009 19:48:55 EST Business (category), Finance (subcategory) no 00:19:32 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Getting your name in the press, publishing articles, or leveraging radio and TV are great ways to build your reputation. Brad Elman shows you some easy (really) ways to get your name "in lights." Getting your name in the press, publishing articles, or leveraging radio and TV are great ways to build your reputation. Brad Elman shows you some easy (really) ways to get your name "in lights." http://www.advisortoday.com/podcasts/atpodcast35.mp3 http://www.advisortoday.com/podcasts/atpodcast35.mp3 Wed, 01 Jul 2009 20:26:23 EST Business (category), Finance (subcategory) no 00:18:45 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes The Law of Attraction, shows you how you can accomplish all that—starting now!]]> Want more clients, more income, more free time, less stress? Who wouldn't? Sonia Ricotti, author of The Law of Attraction, shows you how you can accomplish all that—starting now! Want more clients, more income, more free time, less stress? Who wouldn't? Sonia Ricotti, author of The Law of Attraction, shows you how you can accomplish all that—starting now! http://www.advisortoday.com/podcasts/atpodcast34.mp3 http://www.advisortoday.com/podcasts/atpodcast34.mp3 Mon, 01 Jun 2009 00:02:17 EST Business (category), Finance (subcategory) no 00:19:21 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Time management guru, Pat Nickerson, author of The Time Trap, will show you how to identify and avoid these time—and money—stealers. Plus, find out which time management "golden rules" you no longer have to follow! Time management guru, Pat Nickerson, author of The Time Trap, will show you how to identify and avoid these time—and money—stealers. Plus, find out which time management "golden rules" you no longer have to follow! http://www.advisortoday.com/podcasts/atpodcast33.mp3 http://www.advisortoday.com/podcasts/atpodcast33.mp3 Sun, 03 May 2009 22:28:42 EST Business (category), Finance (subcategory) no 00:18:32 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Abundance Coach Mark Matson, who has $1.7 billion of assets under management, shows you how to steer clear of the most common mistakes that can end a financial advisor’s career. Abundance Coach Mark Matson, who has $1.7 billion of assets under management, shows you how to steer clear of the most common mistakes that can end a financial advisor’s career. http://www.advisortoday.com/podcasts/atpodcast32.mp3 http://www.advisortoday.com/podcasts/atpodcast32.mp3 Fri, 03 Apr 2009 17:10:00 EST Business (category), Finance (subcategory) no 00:19:54 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes It's time to ramp up your prospecting so that you can get a chunk of the money that's "looking for a new home." Kip Gregory, tech guru for the financial services arena, has tips on leveraging LinkedIn as well as other easy-to-use Internet tools. It's time to ramp up your prospecting so that you can get a chunk of the money that's "looking for a new home." Kip Gregory, tech guru for the financial services arena, has tips on leveraging LinkedIn as well as other easy-to-use Internet tools. http://www.advisortoday.com/podcasts/atpodcast31.mp3 http://www.advisortoday.com/podcasts/atpodcast31.mp3 Tue, 03 Mar 2009 14:30:00 EST Business (category), Finance (subcategory) no 00:22:06 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Wayne Cotton shares several techniques that you can use to increase the flow of new, on-profile prospective clients into your pipeline. Also, he talks about how to convert at least half of your phone contacts into personal meetings. Wayne Cotton shares several techniques that you can use to increase the flow of new, on-profile prospective clients into your pipeline. Also, he talks about how to convert at least half of your phone contacts into personal meetings. http://www.advisortoday.com/podcasts/atpodcast30.mp3 http://www.advisortoday.com/podcasts/atpodcast30.mp3 Tue, 03 Feb 2009 23:17:51 EST Business (category), Finance (subcategory) no 00:20:16 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes 20 Days to the Top, is ready to give you actionable steps to face the New Year with renewed enthusiasm and easy-to-implement tips on increasing your sales in no time.]]> Brian Sullivan, sales coach and author of 20 Days to the Top, is ready to give you actionable steps to face the New Year with renewed enthusiasm and easy-to-implement tips on increasing your sales in no time. Brian Sullivan, sales coach and author of 20 Days to the Top, is ready to give you actionable steps to face the New Year with renewed enthusiasm and easy-to-implement tips on increasing your sales in no time. http://www.advisortoday.com/podcasts/atpodcast29.mp3 http://www.advisortoday.com/podcasts/atpodcast29.mp3 Fri, 02 Jan 2009 23:48:13 EST Business (category), Finance (subcategory) no 00:16:49 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes You only have to turn on the TV or pick up any newspaper to find headlines such as "Market Meltdown" or "Recession Dead Ahead." These are words that strike fear in your clients' hearts. What should you, as an advisor, be doing at a time like this? NAIFA Trustee Russ Smith, CLU, ChFC, LUTCF, gives you sound advice on how to work with your clients during this difficult time. You only have to turn on the TV or pick up any newspaper to find headlines such as "Market Meltdown" or "Recession Dead Ahead." These are words that strike fear in your clients' hearts. What should you, as an advisor, be doing at a time like this? NAIFA Trustee Russ Smith, CLU, ChFC, LUTCF, gives you sound advice on how to work with your clients during this difficult time. http://www.advisortoday.com/podcasts/atpodcast28.mp3 http://www.advisortoday.com/podcasts/atpodcast28.mp3 Wed, 03 Dec 2008 01:36:54 EST Business (category), Finance (subcategory) no 00:17:22 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Women are a critical component of your business’ success, but research shows that they have a lower level of confidence in the economy than men. Delia Passi, a leading expert in selling to women, explains how you can best work with your female clients during the current economic turbulence and forge long-term relationships with them. Women are a critical component of your business’ success, but research shows that they have a lower level of confidence in the economy than men. Delia Passi, a leading expert in selling to women, explains how you can best work with your female clients during the current economic turbulence and forge long-term relationships with them. http://www.advisortoday.com/podcasts/atpodcast27.mp3 http://www.advisortoday.com/podcasts/atpodcast27.mp3 Sun, 02 Nov 2008 22:47:32 EST Business (category), Finance (subcategory) no 00:17:15 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes What do you need to do to join the ranks of the world’s most successful life insurance and financial advisors? Michelle L. Hoesly, CLU, ChFC, a 28-year MDRT member and incoming president of MDRT’s Top of the Table, shares the common characteristics—and techniques—of her fellow TOT members. What do you need to do to join the ranks of the world’s most successful life insurance and financial advisors? Michelle L. Hoesly, CLU, ChFC, a 28-year MDRT member and incoming president of MDRT’s Top of the Table, shares the common characteristics—and techniques—of her fellow TOT members. http://www.advisortoday.com/podcasts/atpodcast26.mp3 http://www.advisortoday.com/podcasts/atpodcast26.mp3 Wed, 01 Oct 2008 00:37:43 EST Business (category), Finance (subcategory) no 00:18:20 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes If you are new to the business—that means you, YATters—then this is a must-hear podcast. Learn from 18-time Top of the Table qualifier Van Mueller what he wishes he had known when he first started out in the business—and avoid his mistakes! If you are new to the business—that means you, YATters—then this is a must-hear podcast. Learn from 18-time Top of the Table qualifier Van Mueller what he wishes he had known when he first started out in the business—and avoid his mistakes! http://www.advisortoday.com/podcasts/atpodcast25.mp3 http://www.advisortoday.com/podcasts/atpodcast25.mp3 Thu, 04 Sep 2008 23:58:33 EST Business (category), Finance (subcategory) no 00:20:09 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes If you want a proven system for becoming a top producer, look to David Mullen Jr., retired Merrill Lynch director. He's literally written the book on it. The author of The Million Dollar Financial Services Practice will give you a no-nonsense perspective on what's required to build a million-dollar business. If you want a proven system for becoming a top producer, look to David Mullen Jr., retired Merrill Lynch director. He's literally written the book on it. The author of The Million Dollar Financial Services Practice will give you a no-nonsense perspective on what's required to build a million-dollar business. http://www.advisortoday.com/podcasts/atpodcast24.mp3 http://www.advisortoday.com/podcasts/atpodcast24.mp3 Mon, 04 Aug 2008 22:44:10 EST Business (category), Finance (subcategory) no 00:17:27 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Considered one of the top 40 advisors in the world, Guy Baker shares his successful selling strategies, including identifying and moving through the steps in the buying process, as well as methods you can use to overcome difficult objections. Considered one of the top 40 advisors in the world, Guy Baker shares his successful selling strategies, including identifying and moving through the steps in the buying process, as well as methods you can use to overcome difficult objections. http://www.advisortoday.com/podcasts/atpodcast23.mp3 http://www.advisortoday.com/podcasts/atpodcast23.mp3 Wed, 02 Jul 2008 23:21:21 EST Business (category), Finance (subcategory) no 00:19:34 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Learn how certain work habits can move you to the next level of success. Randy Schuster, MDRT COT qualifier and author of The Power of Habits, shows you half a dozen techniques, beginning with how to streamline the time you spend in the office. Learn how certain work habits can move you to the next level of success. Randy Schuster, MDRT COT qualifier and author of The Power of Habits, shows you half a dozen techniques, beginning with how to streamline the time you spend in the office. http://www.advisortoday.com/podcasts/atpodcast22.mp3 http://www.advisortoday.com/podcasts/atpodcast22.mp3 Mon, 02 Jun 2008 23:43:15 EST Business (category), Finance (subcategory) no 00:14:49 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Changing the way you look at the people you serve can help you end your prospecting headaches forever, says Dan Allison, author of The Money Code. He shows you how using simple behavioral psychology techniques and easy-to-implement ideas can help you jettison your old ways of prospecting. Changing the way you look at the people you serve can help you end your prospecting headaches forever, says Dan Allison, author of The Money Code. He shows you how using simple behavioral psychology techniques and easy-to-implement ideas can help you jettison your old ways of prospecting. http://www.advisortoday.com/podcasts/atpodcast21.mp3 http://www.advisortoday.com/podcasts/atpodcast21.mp3 Fri, 02 May 2008 22:36:11 EST Business (category), Finance (subcategory) no 00:16:01 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Prospecting no longer has to be the bane of your career. Instead, "Referral Coach" Bill Cates offers easy techniques that you can start using today to build your business on referrals only. Prospecting no longer has to be the bane of your career. Instead, "Referral Coach" Bill Cates offers easy techniques that you can start using today to build your business on referrals only. http://www.advisortoday.com/podcasts/atpodcast20.mp3 http://www.advisortoday.com/podcasts/atpodcast20.mp3 Wed, 02 Apr 2008 09:03:03 EST Business (category), Finance (subcategory) no 00:22:08 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Advisor Today about how to position yourself as that go-to advisor.]]> You've decided to pursue affluent clients in your business. You know what you're looking for in a prospect, but do you know what they are looking for in an advisor? Matt Oechsli, an authority on cultivating wealthy clients, talks with Advisor Today about how to position yourself as that go-to advisor. You've decided to pursue affluent clients in your business. You know what you're looking for in a prospect, but do you know what they are looking for in an advisor? Matt Oechsli, an authority on cultivating wealthy clients, talks with Advisor Today about how to position yourself as that go-to advisor. http://www.advisortoday.com/podcasts/atpodcast19.mp3 http://www.advisortoday.com/podcasts/atpodcast19.mp3 Sun, 02 Mar 2008 20:35:03 EST Business (category), Finance (subcategory) no 00:19:24 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Allyson Lewis, financial advisor and author of The Seven-Minute Difference, shows you how to turn your goals into actions and profits in just 90 days. Allyson Lewis, financial advisor and author of The Seven-Minute Difference, shows you how to turn your goals into actions and profits in just 90 days. http://www.advisortoday.com/podcasts/atpodcast18.mp3 http://www.advisortoday.com/podcasts/atpodcast18.mp3 Mon, 05 Nov 2007 23:19:26 EST Business (category), Finance (subcategory) no 00:18:01 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes MDRT Top of the Table advisor Dennis Zahrbock explains how to set up a successful advisory board, including how to structure it, run it and keep it going. His board has helped him keep his practice on course, while generating up to $30,000 a year in additional revenue. MDRT Top of the Table advisor Dennis Zahrbock explains how to set up a successful advisory board, including how to structure it, run it and keep it going. His board has helped him keep his practice on course, while generating up to $30,000 a year in additional revenue. http://www.advisortoday.com/podcasts/atpodcast17.mp3 http://www.advisortoday.com/podcasts/atpodcast17.mp3 Fri, 05 Oct 2007 21:46:55 EST Business (category), Finance (subcategory) no 00:18:16 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Derrick Kinney, advisor and author of Attract Your Ideal Clients, shows you how to position yourself as an income-retirement specialist, prospect using "situational" referrals, and use a carve-out strategy to "recreate the paycheck." Derrick Kinney, advisor and author of Attract Your Ideal Clients, shows you how to position yourself as an income-retirement specialist, prospect using "situational" referrals, and use a carve-out strategy to "recreate the paycheck." http://www.advisortoday.com/podcasts/atpodcast16.mp3 http://www.advisortoday.com/podcasts/atpodcast16.mp3 Wed, 05 Sep 2007 18:17:09 EST Business (category), Finance (subcategory) no 00:19:29 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes As an advisor, you should only be prospecting, selling and delegating, says practice-management guru Gina Pellegrini. Your assistant or staff should be handling all the rest. If you have no idea how to start—or undo bad habits, Pellegrini has some great pointers. As an advisor, you should only be prospecting, selling and delegating, says practice-management guru Gina Pellegrini. Your assistant or staff should be handling all the rest. If you have no idea how to start—or undo bad habits, Pellegrini has some great pointers. http://www.advisortoday.com/podcasts/atpodcast15.mp3 http://www.advisortoday.com/podcasts/atpodcast15.mp3 Sun, 05 Aug 2007 17:13:19 EST Business (category), Finance (subcategory) no 00:18:04 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes If you've ever considered moving to a fee-based practice, then industry veteran Lloyd Lowe Sr. has tips for you. He describes how he made the smooth—albeit labor-intensive—transition from commissions to fees in his business. If you've ever considered moving to a fee-based practice, then industry veteran Lloyd Lowe Sr. has tips for you. He describes how he made the smooth—albeit labor-intensive—transition from commissions to fees in his business. http://www.advisortoday.com/podcasts/atpodcast14.mp3 http://www.advisortoday.com/podcasts/atpodcast14.mp3 Thu, 05 Jul 2007 14:15:36 EST Business (category), Finance (subcategory) no 00:18:15 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Michael Shumway has built a Top of the Table practice by mining huge, untapped areas of the retirement marketplace. Assisting federal government employees, as well as navigating 403(b) and 457(b) plans, are just two of the topics that he discusses. Michael Shumway has built a Top of the Table practice by mining huge, untapped areas of the retirement marketplace. Assisting federal government employees, as well as navigating 403(b) and 457(b) plans, are just two of the topics that he discusses. http://www.advisortoday.com/podcasts/atpodcast13.mp3 http://www.advisortoday.com/podcasts/atpodcast13.mp3 Tue, 05 Jun 2007 12:56:55 EST Business (category), Finance (subcategory) no 00:16:45 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes You don't become the No. 1 agent at New York Life unless you really know how to run your practice. Carlos Lowenberg Jr. talks about what it takes to become one of the best in the business. You don't become the No. 1 agent at New York Life unless you really know how to run your practice. Carlos Lowenberg Jr. talks about what it takes to become one of the best in the business. http://www.advisortoday.com/podcasts/atpodcast12.mp3 http://www.advisortoday.com/podcasts/atpodcast12.mp3 Sat, 05 May 2007 12:56:55 EST Business (category), Finance (subcategory) no 00:15:18 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Get great tips and sales ideas from MDRT's Court of the Table Best Practices Forum, including the three-part "preamble" MDRT President Phil Harriman uses with all his prospects. Get great tips and sales ideas from MDRT's Court of the Table Best Practices Forum, including the three-part "preamble" MDRT President Phil Harriman uses with all his prospects. http://www.advisortoday.com/podcasts/atpodcast11.mp3 http://www.advisortoday.com/podcasts/atpodcast11.mp3 Thu, 05 Apr 2007 13:57:12 EST Business (category), Finance (subcategory) no 00:12:02 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes It's time to stop being a Prospecting Procrastinator. Kamal Daya, a 27-year MDRT member, shows you how prospecting should be done. And, he offers examples of his ideal day and daily activity worksheets. It's time to stop being a Prospecting Procrastinator. Kamal Daya, a 27-year MDRT member, shows you how prospecting should be done. And, he offers examples of his ideal day and daily activity worksheets. http://www.advisortoday.com/podcasts/atpodcast10.mp3 http://www.advisortoday.com/podcasts/atpodcast10.mp3 Mon, 05 Mar 2007 11:43:52 EST Business (category), Finance (subcategory) no 00:13:06 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Here are sales ideas from five young advisors including: leveraging a policy review, partnering with semi-retired agents, identifying referrals partners, retention tips, prequalifying prospects for financial services and responding to common objections. Here are sales ideas from five young advisors including: leveraging a policy review, partnering with semi-retired agents, identifying referrals partners, retention tips, prequalifying prospects for financial services and responding to common objections. http://www.advisortoday.com/podcasts/atpodcast9.mp3 http://www.advisortoday.com/podcasts/atpodcast9.mp3 Mon, 05 Feb 2007 13:23:13 EST Business (category), Finance (subcategory) no 00:11:39 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Here are sales ideas from five young advisors including: leveraging a policy review, partnering with semi-retired agents, identifying referrals partners, retention tips, prequalifying prospects for financial services and responding to common objections. Here are sales ideas from five young advisors including: leveraging a policy review, partnering with semi-retired agents, identifying referrals partners, retention tips, prequalifying prospects for financial services and responding to common objections. http://www.advisortoday.com/podcasts/atpodcast8.mp3 http://www.advisortoday.com/podcasts/atpodcast8.mp3 Fri, 05 Jan 2007 13:23:13 EST Business (category), Finance (subcategory) no 00:11:39 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Give yourself a fresh start in 2007 with new and improved habits. Industry veteran and coach Bob Arzt gives listeners tips on creating the ideal workweek (one that you can follow) and explains how establishing two sets of goals for the coming year will give you the real results you expect. Give yourself a fresh start in 2007 with new and improved habits. Industry veteran and coach Bob Arzt gives listeners tips on creating the ideal workweek (one that you can follow) and explains how establishing two sets of goals for the coming year will give you the real results you expect. http://www.advisortoday.com/podcasts/atpodcast7.mp3 http://www.advisortoday.com/podcasts/atpodcast7.mp3 Tue, 05 Dec 2006 16:48:48 EST Business (category), Finance (subcategory) no 00:11:55 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes We know that you can never have too many sales ideas, so we gave it our all when collecting them from attendees at this year's NAIFA Convention and Career Conference. We got so many good sales ideas, we had to create two podcasts. Tune in to these sure-fire ways to boost your sales production. We know that you can never have too many sales ideas, so we gave it our all when collecting them from attendees at this year's NAIFA Convention and Career Conference. We got so many good sales ideas, we had to create two podcasts. Tune in to these sure-fire ways to boost your sales production. http://www.advisortoday.com/podcasts/atpodcast6.mp3 http://www.advisortoday.com/podcasts/atpodcast6.mp3 Sun, 05 Nov 2006 12:03:21 EST Business (category), Finance (subcategory) no 00:10:27 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes You can have all the prospects you want, but if you can't sell them the services they need, you'll soon be out of business. This year, we asked top advisors at the NAIFA Convention and Career Conference for their best sales ideas. Listen to these sure-fire ways to boost your sales production. You can have all the prospects you want, but if you can't sell them the services they need, you'll soon be out of business. This year, we asked top advisors at the NAIFA Convention and Career Conference for their best sales ideas. Listen to these sure-fire ways to boost your sales production. http://www.advisortoday.com/podcasts/atpodcast5.mp3 http://www.advisortoday.com/podcasts/atpodcast5.mp3 Thu, 05 Oct 2006 08:00:16 EST Business (category), Finance (subcategory) no 00:12:11 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes It's tough to run a top-notch practice, achieve MDRT Court of the Table status, rise to the top of your professional association and spend quality time with your family. But that's just what NAIFA President John A. Davidson, LUTCF, FSS, has done. Learn how to make $50,000 more a year by just picking up the phone, find out the three keys to seeing the right people, and listen in on Davidson's technique to convert a Boomer's term life insurance into a whole life policy. It's tough to run a top-notch practice, achieve MDRT Court of the Table status, rise to the top of your professional association and spend quality time with your family. But that's just what NAIFA President John A. Davidson, LUTCF, FSS, has done. Learn how to make $50,000 more a year by just picking up the phone, find out the three keys to seeing the right people, and listen in on Davidson's technique to convert a Boomer's term life insurance into a whole life policy. http://www.advisortoday.com/podcasts/atpodcast4.mp3 http://www.advisortoday.com/podcasts/atpodcast4.mp3 Tue, 05 Sep 2006 15:03:38 EST Business (category), Finance (subcategory) no 00:12:47 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Kip Gregory, author of "Winning Clients in a Wired World," knows all too well that technology can sometimes slow advisors down instead of save them time. Gregory offers easy tips to make technology work for you—not the other way around. Learn how to sync your client database with your cell phone, improve your Google searches and much more! Kip Gregory, author of "Winning Clients in a Wired World," knows all too well that technology can sometimes slow advisors down instead of save them time. Gregory offers easy tips to make technology work for you—not the other way around. Learn how to sync your client database with your cell phone, improve your Google searches and much more! http://www.advisortoday.com/podcasts/atpodcast3.mp3 http://www.advisortoday.com/podcasts/atpodcast3.mp3 Sat, 05 Aug 2006 15:03:31 EST Business (category), Finance (subcategory) no 00:14:06 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Van Mueller, a 16—year MDRT Top of the Table member, minces no words when analyzing why many agents fail to make the grade. Learn his method for transforming an "OK" practice into a stellar business. He also ends this podcast with three great sales tips. Van Mueller, a 16—year MDRT Top of the Table member, minces no words when analyzing why many agents fail to make the grade. Learn his method for transforming an "OK" practice into a stellar business. He also ends this podcast with three great sales tips. http://www.advisortoday.com/podcasts/atpodcast2.mp3 http://www.advisortoday.com/podcasts/atpodcast2.mp3 Wed, 05 Jul 2006 15:03:21 EST Business (category), Finance (subcategory) no 00:19:01 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent Maggie Leyes Marc Silverman, past chair of MDRT’s TOT, explains how to differentiate between a niche and a marketplace. He also offers some no- and low-cost customer-service ideas that have helped him do away with asking for referrals, and gives some dos and don’ts of seminar marketing. Marc Silverman, past chair of MDRT’s TOT, explains how to differentiate between a niche and a marketplace. He also offers some no- and low-cost customer-service ideas that have helped him do away with asking for referrals, and gives some dos and don’ts of seminar marketing. http://www.advisortoday.com/podcasts/atpodcast1.mp3 http://www.advisortoday.com/podcasts/atpodcast1.mp3 Mon, 05 Jun 2006 15:03:07 EST Business (category), Finance (subcategory) no 00:13:51 advisor, agent, insurance, finance, financial advising, life insurance, sales, prospecting, retirement income, practice management, affluent