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VIDEO: Conducting Business Virtually

We are in extraordinary times. With extreme (but necessary) preventative measures in place due to the coronavirus outbreak, doing business and marketing can be challenging for financial professionals. People will still need financial solutions as we all collectively weather the storm. Given what has happened to the markets over the last three weeks, more and…

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Doing Business During the Coronavirus Outbreak

With the novel coronavirus now reaching pandemic levels, financial professionals may be wondering how to conduct their business and marketing. Because so much of a financial advisor’s strength in selling relies on trust conveyed through in-person meetings, the preventative steps suggested to combat coronavirus spread (that is, avoiding large groups of people) can, at first…

video marketing

The Value of Video Marketing

The value of incorporating video into your overall marketing strategy cannot be understated. No matter the platform, video outperforms every other advertising medium by a longshot. The answer to why video marketing is so effective can be summarized in one word – psychology. Televised messages have become commonplace. We tend to look for those connections…

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LinkedIn as a Prospecting Tool

The term “social media” is often thought to be interchangeable with Facebook. The association is for good reason. Facebook is arguably the most popular social platform out there and used by businesses across every industry imaginable. But that doesn’t mean it holds the most value. Advisors casting their nets for bigger fish would be wise…

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The Subtleties of Relationship Marketing

The relationship between you and the client is one of your most important assets. Focusing on loyalty and long-term engagement will almost always pay off more than “turn-and-burn,” sales-focused approaches. This is especially true today where consumers value experience, communication, and personality. Not only do they value these attributes, but they have also come to…


Overcoming Annuity Objections

Annuities can be a very important piece to your clients’ retirement puzzle. Terms life “tax-deferred” and “low-risk” should be music to the ears of anyone looking for the savings vehicle that will carry them into and through their golden years. But with numerous options available, annuities are as complex as a financial product can be.…