In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how you can help clients stick with their plans by demonstrating that you are…
Using assistants and office organization systems frees up time for clients
Showcase your expertise using examples from your practice
Put your strategy in place by exploring the needs and preferences of the groups you want to attract
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains seven ways to demonstrate your value to increase referrals and boost business.
Listing the steps, allocating resources and periodic review keeps your plan on track
Start by developing a vision for your practice
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that clients sometimes leave an advisor because meetings can feel like having their teeth…
When your assistant messes up, speak up
It’s engagement, not satisfaction, that motivates clients to recommend you
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why reviewing clients’ current policies with a refreshed needs analysis is a powerful way to…
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that the combination of CRM-2 and statistics on comparative salaries suggest that the current…
Coaching techniques lead to a motivated team
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains five steps to get your business out of a rut. Richards explains five tested…
Your objective should be to match services with clients’ needs
There’s much more to consider than assets
If your clients aren’t happy, they’ll leave
In part 12 of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why selling life insurance can get overly complicated when…
Explore the untapped potential of your existing book
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites Harvard research that shows that using one word -- because -- improves results. You…
Concentrating on one task at a time improves productivity
In part 11 of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, argues that higher entrance qualifications may mean fewer new advisors,…
Establish a routine and get everyone involved
Find out as much as you can about those who could poach your clients
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to hit client hot buttons by tailoring your communications to promotion- vs protection-oriented…