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June Is National Annuity
Awareness Month

 

6 min read

Top 10 Ways Financial Advisors Can Earn Referrals in 2022

By Luke Acree, President of ReminderMedia on 12/17/21 9:30 AM

For financial advisors, referrals are—and will probably always be—the primary method of generating new business. It seems like every business blogger out there has the best, top, greatest, or most unique ideas for generating referrals. Personally, my favorite book title proclaiming its best ways to get referrals is this one: Endless Referrals, Third Edition.

I guess the previous editions didn’t result in endless referrals as promised.

To capitalize on the referral market, there are only two aspects of your business that are worth focusing on: delivering an exceptional client experience and continuously developing relationships with clients and spheres of influence.

Topics: Referrals Professional Development Strategy Prospecting Grow Your Business ReminderMedia
2 min read

The Benefits of Investing Education for Individuals

By Ted Mekonnen on 12/15/21 10:00 AM

While the stock market tends to dominate news cycles surrounding any current large-scale event, too many average Americans are uneducated when it comes to investing. When many people see reports of record market highs and losses, massive government bailouts, and changing legislation regarding interest rates and taxes, they do not have the educational background or investing experience to translate these headlines into meaningful analyses and applications for their daily lives. Investing education is critical for all Americans, particularly in times of economic turmoil. Consider these benefits of investing education when making financial decisions with your clients.

Topics: Financial Planning Grow Your Business Potential Partners for Advisors
6 min read

Digital Is the Assistant We’ve Always Dreamed Of

By Troy Korsgaden on 11/10/21 1:28 PM

From the 1980s through the early 2000s, many advisors and brokers dreamed of having more help with critical yet time-consuming tasks like proof of insurance and minor claims processing. We mused, “If only I had help with those tasks, I could spend more time focusing on high-touch customer service and sales.”

Today, digital innovations are streamlining much of the way carriers and their representatives conduct and generate business. These innovations are precisely the help we wished for.

So why do many in our industry resist digital advances like customer self-service and apps?

Topics: Running Your Practice Professional Development Technology Tools Grow Your Business
3 min read

Watch APC Impact Week Sessions On Demand

By NAIFA on 11/8/21 10:10 AM

If you missed this year’s Advanced Practice Center Impact Week, don’t worry! We have everything you need to know on-demand. Check out our 10, one-hour sessions with industry experts, including: 

Topics: Running Your Practice Grow Your Business
1 min read

Rick Demko featured in ReminderMedia Podcast

By Beth Helberg on 8/16/21 5:01 PM

Rick Demko, LUTCF, LACP, RICP, Director of Insurance at Centric Risk Strategies, loyal member since 2015 and 4 Under 40 Award Winner, is featured in the latest episode of ReminderMedia’s Stay Paid podcast series. 

Topics: Prospecting Grow Your Business Members 4under40 Business Performance Center Potential Partners for Advisors
2 min read

Kevin Mayeux: Strategies to Position for Growth

By Jaquetta Gooden on 4/16/21 3:00 PM

In 2020, NAIFA association, founded over 130 years ago, repositioned their brand and mission to respond to market shifts and position their organization for growth. 

Topics: Grow Your Business leadership
3 min read

Step Up Your Game and Get Through the Door:  Selling Qualified Retirement Plans to the Healthcare Industry

By SMA Services, Inc. on 4/15/21 3:07 PM

If you’re looking to expand your presence in the healthcare sector, you’re probably trying to figure out how to sit down with the physicians whose names are on the doors you’re knocking on. But unless you have an existing relationship with one of those physicians — or a personal contact who can help you start one — you may be knocking on the wrong doors.

Topics: Grow Your Business Business Performance Center Retirement Plans The Carson Group
6 min read

10 Steps to Help Grow Your Practice

By Kathryn Blum on 3/12/21 11:29 AM

 

Topics: Grow Your Business Advisor Today
5 min read

An Outstanding Opportunity to Grow Your Business for Generations

By Carroll Golden on 12/15/20 6:31 PM

The sales and marketing landscape has changed. Have you?

Topics: Grow Your Business Limited & Extended Care Planning Center
1 min read

Now Available:January/February 2020 Issue of Advisor Today!

By NAIFA on 1/14/20 3:41 PM

The January/February 2020 issue of Advisor Today is now available.

Topics: Grow Your Business

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