In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors…
The more you know about prospective clients, the better your chances of persuading them to work with you
Try various methods, assess what works and get your team involved
Talk about what motivates you and show an interest in your clients
In part five of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discusses three communication strategies designed to improve…
How you can help the financially stressed, under-served 35- to 50-year-old market
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, discusses nine scary things that may take you out of your comfort zone,…
Three ways a coach can help advisors
Working with a narrow market helps position you as an expert
In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client…
You can take steps to improve women’s access to leadership roles
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains four strategies that will increase your chances of becoming a new prospect’s…
In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
Remember that it’s a celebration, not a marketing session
Treat your staff to a festive get-together, but don’t talk shop
In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
Occasionally getting up from your computer and switching off your mobile device can help you reconnect with others — and yourself
Focus on your clients’ needs rather than what you have to offer
In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
Identify the characteristics that make them your best clients
These ideas can help you meet more prospective clients
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains six ways that keeping compliant can also drive productivity for insurance advisors.
Women often feel their advisors don’t take the time to fully understand their needs
Why you shouldn’t make assumptions about your female clients
Developing a process that will underpin the relationship between mentor and mentee can help the partnership flourish