Business Development Blog
Business Development Blog
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Easy Outside Insurance Solutions
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Business Solutions Overview
Taylor Swift Lessons for Financial Advisors
Taylor Swift’s Business Tactics Adapted for Financial Advisors
Consumer Education
Consumer Education Insurance sales start with an idea, one that quickly captures the attention of consumers. This page links you to resources you can share with prospects and clients. They make it easy for you to initiate insurance-focused conversations. Consumer Approved Conversation Starters Beyond the resources linked below, you can also leverage the credibility of […]
Life Insurance and Annuities Optimize Retirement Income
The business consultants at EY have analyzed the effectiveness of several retirement funding strategies. Their study concludes that a well-diversified mix of investments, life insurance, and annuities optimize retirement income. Let’s take a look at what they found. Retirement Income Shortfall EY estimates that by 2030 there will be a $200+ trillion retirement income shortfall. […]
Business Development Resources
Business Development Resources Quick Links to Business Development Resources The following links give you access to resources you can deploy to grow your business. Deepen your client relationships by adding services. Which of your clients would take advantage of one of these strategies, if they knew about it? Expand your knowledge, add services, educate your […]
Grow Your Business
One way to grow your business is to add new clients. This initiative requires you to find ideal prospects, and to convert them into clients. Once they have become clients, you can then expand the scope of your relationship by introducing additional services. Let’s identify several modern methods you can deploy to accomplish both. They […]
Simple Federal Estate Tax Estimator
Reduce or Eliminate Estate Taxes The estate and gift-tax exemption is about to get cut in half, exposing exponentially more wealthy Americans to the death tax. Deploy our super simple Federal Estate Tax Estimator to quickly educate your clients about this increasing tax! Be the first Advisor who brings this urgent topic to your clients’ […]
One Card System on Steroids
Several hundred of our Financial Advisors use LinkedIn to build their practices. If you have a LinkedIn profile, and you are not experiencing measurable results daily, consider taking a fresh look. It’s become super easy to leverage your LinkedIn presence into an effective client acquisition strategy. Put your One Card System on steroids! Your LinkedIn […]
Turn Al Granum’s 10-3-1 into 50-20-10
Financial Advisors: Don’t limit yourself to prospecting strategies developed in the 1960s! Put them on steroids by taking advantage of LinkedIn’s newest client acquisition tools. It’s free, quick to set up, and can be done compliantly. Think of LinkedIn as a resource with thousands of ideal prospects. The network’s newest tools enable you to find them quickly, connect with them, draw […]
