Many advisors would like to serve as financial advisors to members of their family or family members of their clients, but do not know how. This process takes time, effort and careful nurturing of relationships. The following suggestions will help you break into this lucrative, but often difficult-to-penetrate market.
2 min read
Becoming an Advisor to the Family
By NAIFA on 1/31/14 9:54 AM
Topics: Sales Grow Your Business
2 min read
Learning to "Celebritize Yourself" in Business
By NAIFA on 1/28/14 2:58 PM
The digital age has brought with it limitless sources of information and the chance to become noticed through the loudspeaker that is the Internet. But in an ever-increasing crowd, it's essential to know how to stand out.
That's what Marsha Friedman's book, "Celebritize Yourself: The Three Step Method to Increase Your Visibility and Explode Your Business," is about—creating a strong brand that transforms you into an industry celebrity.
"The term celebrity isn't just reserved for the stars we read about in the tabloids, but rather, it also refers to experts who are known for being at the top of their chosen fields, many times removed from movie and TV stars," Friedman says. "Whether you're a doctor, financial advisor, real estate broker or even a waiter, you can celebritize yourself."
Friedman focuses on three steps to accomplish this mission:
- Write. Many celebrity experts, including Zig Ziglar and Suze Orman, started out as authors. Even if you do not consider yourself as a writer, Friedman suggests turning your ideas into a book to define yourself as an expert. There are many professionals that can assist you in the process, including ghostwriters, co-authors and copywriters. These services aren't always cheap, but they can propel your credibility to the next level.
- Speak. It's also vital to spread the word about your industry knowledge, Friedman says. Use Internet platforms as well as real-life opportunities, such as speaking engagements, radio and TV interviews, to get your message out to anyone that will listen.
- Sell. Achieving "celebrity status" makes selling your brand—and thusyourself—an easier task. But not all media pitches are the same. It's key to consistently evaluate and improve your pitch so that it stands a chance of being noticed, Friedman says. Ask yourself if your pitch would perk your owninterest.
When you have become your brand and people trust what you say, people will become anxious for the opportunity to talk about your message.
"Celebrity is a powerful commodity; doors that were once closed can suddenly open," Friedman says. "People listen to what they ignored before. New business and money flows to you—not away from you. Most of all, people thank you for sharing your wisdom."
For more information and tips on this subject, visit www.celebritizeyourself.com.
Topics: Sales Referrals Grow Your Business Leadership
2 min read
Is Fear Keeping You Out of the Spotlight?
By NAIFA on 1/23/14 2:26 PM
These helpful hints will help you master your fear of public speaking.
Topics: Sales Grow Your Business
1 min read
Insure Your Love - Download Campaign Materials Now
By NAIFA on 1/22/14 2:08 PM
People buy life insurance because they love someone and want to protect them financially. Life insurance is love insurance, which makes February--the month of love--the perfect time to reach out to consumers about their life insurance needs.
Topics: Life Insurance & Annuities Grow Your Business Life Insurance Awareness Month Social Media
2 min read
Americans Enter 2014 with False Sense of Financial Security
By NAIFA on 1/9/14 10:55 AM
Although only a few years have passed since the 2008-2009 financial crisis, many Americans seem to have forgotten the trauma it caused to their portfolios and may now have a false sense of security about their current financial well-being. This is according to the 5th annual New Year’s Resolution Survey from Allianz Life Insurance Company of North America.
Topics: Grow Your Business Industry News
2 min read
Can Mindfulness Raise Your Net Worth?
By NAIFA on 1/7/14 9:10 AM
Sitting down with the intention of stilling one’s mind and body is no longer the sole province of hippies and Eastern medicine aficionados. Nike, 50 Cent and the Marine Corps all embrace the benefits of mindfulness meditation.
Topics: Grow Your Business
2 min read
Starting the Holiday Party Conversation
By NAIFA on 12/23/13 11:00 AM
In the September 23, 2013, issue of Investment News, various advisors were asked how they respond to the question: “What do you do for a living?”
Topics: Sales Grow Your Business
2 min read
Greatest Financial Concerns for Non-Retirees
By NAIFA on 12/20/13 2:52 PM
A new survey of investors who are currently working shows that concerns about rising health-care costs, changes to Social Security and/or Medicare, and running out of money are among the greatest financial worries in retirement. The percentage citing these concerns increased since prior surveys.
Topics: Grow Your Business Finance Industry News
1 min read
Four Under 40: Nominate A Rising Star Now!
By NAIFA on 12/17/13 3:24 PM
Someone you know is a leader. He or she is successful, of course, but also committed to their community, family and team. They’re already a great example for their peers. Nominate them for Advisor Today’s Four Under Forty Award. It’s the recognition they deserve and the next step in their amazing career.
Topics: Grow Your Business 4 Under 40
1 min read
Moral and Social Values at Work Rank Highest in the U.S.
By NAIFA on 12/12/13 10:08 AM
ECCO International, a network of public relations and marketing communications consultancies in over 40 countries, released its global Index of Corporate Values 2013. The index reports that moral and social values in the workplace rank higher than any other category in the U.S. Alpaytac Public Relations/Marketing Communications participated in gathering information for the report, which was released earlier this year.
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