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Why banning life insurance sales incentives won’t help consumers

Why banning life insurance sales incentives won’t help consumers

Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage

Four ways to build a sense of urgency

Four ways to build a sense of urgency

Jim Ruta explains four ways insurance advisors can build a sense of urgency into their businesses to boost focus and efficiency

  • By: Jim Ruta
  • August 30, 2017 January 18, 2018
  • 16:35
Six ways to avoid advisor prejudice

Six ways to avoid advisor prejudice

Jim Ruta explains that prejudging prospects and clients can hold back your business — and offers tips on how advisors can boost results

  • By: Jim Ruta
  • August 22, 2017 January 18, 2018
  • 13:25
The real numbers game of prospecting

The real numbers game of prospecting

Jim Ruta explains the real numbers game of prospecting is not about the number of prospects, but about multiple approach strategies that boost results

  • By: Jim Ruta
  • August 2, 2017 January 18, 2018
  • 16:10

Three tips for creating an e-book

Publishing your e-book can position you as an expert and become a excellent marketing tool

“Lead magnets” attract prospects online

Offer your visitors downloadable content in exchange for their contact information

Three rules to keep your web content relevant

Three rules to keep your web content relevant

Prospects want to know how you can help them

Three rules to keep your web content relevant

Three must-have components for your website

Mobile friendliness is key as more people of all ages use smartphones

Build a following on Instagram

Build a following on Instagram

As with any social-media platform, you have to use Instagram properly in order to reap its benefits

  • By: Leah Golob
  • April 26, 2017 December 19, 2017
  • 12:20
Build a following on Instagram

Instagram: Should you get on board?

The popular social-media platform can be a great client-engagement tool if you use it properly

  • By: Leah Golob
  • April 25, 2017 December 19, 2017
  • 11:50
Social, not sales

Social, not sales

Three common social-media mistakes and how to correct them

Five ways to turn your practice into a trusted brand

Make your message consistent across all platforms, and deliver what you promise

Write a better bio

Less formal than a resumé, your online bio should offer a glimpse into your personality as well as your qualifications

United States Capitol, Washington DC

What advisors can learn from Donald Trump’s election victory

Bold use of branding fundamentals can help connect you better to your current and prospective clients

Why you should post “evergreen” content

Give your online audience information that has a long shelf life

The IAFP focuses in on increasing its membership

Networking for introverts

Make your quiet confidence work in your favour

Tell your story through video

Get creative with your videos

Show your team in action, use comedy or client testimonials

Tell your story through video

Tell your story through video

A video pitch can portray your personality and show what motivates you

Reckless use of social media harming investors: CSA

Developing a Twitter strategy

Devise a consistent routine of checking in, sharing and responding

Get more from LinkedIn

A few simple steps can raise your profile

Reckless use of social media harming investors: CSA

Social media: working with compliance

Learn your firm’s policy and discuss your social media plans

Reckless use of social media harming investors: CSA

Staying within the lines on social media

Post information that’s relevant to your audience, but be sure to avoid giving advice

Make your newsletter a valuable resource

Include a range of topics, such as market movements, personal finance concerns, practical tips or whatever else you decide is relevant for clients, in your…

Keeping in touch with “cold” prospects

Keeping in touch with “cold” prospects

When someone in your pipeline becomes unresponsive, don’t give up right away. There are steps you can take to reawaken their interest

When the media calls, be prepared

Use the opportunity to demonstrate your expertise while providing useful information