<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
bpc-webinar-banner
3 min read

Becoming a Professional Problem Solver

By Daniel C. Finley on 9/26/23 4:34 PM

Do prospects view you as a product pusher or a problem solver? It’s a tough question you may not want to know the answer to.

Topics: Sales Prospecting Business Performance Center
4 min read

Creating the Perfect Campaign

By Daniel C. Finley on 8/30/23 9:24 AM

Are you on a production plateau and you need a little nudge to get going? Most advisors are because they’ve never learned how to create the perfect campaign to grow their business; as a result, they leave their success up to chance.

Benjamin Franklin said it best when he said, “If you fail to plan, you plan to fail.”

I believe that is true. The best way to plan is to design a campaign, an organized course of action to achieve your goal, and take the right steps to do so.

Topics: Sales Prospecting Grow Your Business Small Business Business Performance Center NAIFA Partner
1 min read

The Advisor Solutions Podcast: The Excellent Advisor

By NAIFA on 8/18/23 4:30 PM

The latest podcast from Advisor Solutions Founder and President Dan Finley explores ways financial advisors, insurance agents, wholesalers, branch managers, and agency manager can boost their performance to get to the next level of success. 

Topics: Grow Your Business Business Performance Center
4 min read

Creating Urgency and Maintaining the Momentum

By Daniel C. Finley on 6/8/23 10:30 AM

Do you ever feel like your pipeline is stuck? You know why prospects need to take the next step, but for some reason, they don’t seem to have any urgency to want to meet, send you their statements, or even make a decision on the recommendations that you’ve worked so hard on to help them reach their financial goals.

Kevin Brady, a former U.S. Representative said, “Urgency creates action.”
Therein lies the problem; most advisors/agents don’t have a well-thought-out process for creating urgency in their sales pipelines and for maintaining the momentum!

Let’s take a look at just a few examples of creating urgency, in each stage of the pipeline and how one advisor did just that.  

Topics: Sales Prospecting Grow Your Business Small Business Business Performance Center NAIFA Partner
1 min read

Crack the Code of Booking Meetings with Ideal Clients on LinkedIn

By NAIFA on 6/4/23 4:30 PM

LinkedIn can be a powerful platform to help grow and establish your business, as well as get your foot in the door for booking meetings with prospects. However, coming up with an effective and efficient strategy can be hard to establish to make the jump from social media to booking a call.

Discover the secrets to LinkedIn prospecting success in the next Business Performance Center webinar on Wednesday, June 14 at 12 pm eastern. Join the Founder and CEO of NAIFA partner Hummingbird Growth & Automation, Bruno Nicoletti, as he helps you crack the code by unveiling his step-by-step process for booking 15 meetings a month on LinkedIn.

Topics: Prospecting Grow Your Business Social Media Business Performance Center LinkedIn NAIFA Partner
6 min read

The Influence of Life Insurance Software on Agency Growth

By iLife Technologies on 6/2/23 10:30 AM

In today's fast-paced and competitive marketplace, life insurance agencies need to stay ahead of the game. Embracing technology, such as insurance CRM software, is a powerful way to achieve this. By adopting the right tools and platforms, agencies can streamline operations, increase productivity, and enhance customer satisfaction.

 This guide will explore how life insurance software can empower agencies to achieve their goals, whether they are startups or well-established.

Topics: Life Insurance & Annuities Technology Tools Sales & Marketing Technology Business Performance Center CRM NAIFA Partner
2 min read

How Advisors Can Get Ahead During the Slow Season

By White Glove on 5/30/23 11:00 AM

Like most businesses, your workload will ebb and flow depending on the season. With summer approaching, many clients and prospects take a step back from their financial focus to take advantage of the warm weather. Between kids having the summer off and vacations to the beach being at the forefront, advisors tend to be a little slower between June and August. Here are a few suggestions to keep your business moving forward during this quieter season.

Topics: Continuing Education Sales & Marketing Small Business Business Performance Center NAIFA Partner
3 min read

Creating an Effective Email System

By Daniel C. Finley on 5/25/23 10:30 AM

Have you noticed that you get more emails now than you ever did before?  After constantly being interrupted by emails you most likely have become conditioned to feeling obligated to view each email the minute it arrives.

David Allen, the author of the book Getting Things Done writes, “There are no interruptions, only mismanaged inputs.”

In many respects, this is very true­, in that the emails that you receive all day are merely as important as you perceive them to be and the way that you react to them can either be a positive or a negative depending on what type of time management boundaries you establish.

Topics: Marketing Technology Grow Your Business Small Business Business Performance Center
1 min read

Are You Doing Enough to Protect Your Business?

By NAIFA on 5/18/23 2:15 PM

Errors & Omissions (E&O) insurance can be an essential part of every business' risk management plan. On Thursday, June 1 at 2 pm eastern, Ross Jordan, CPCU, of NAIFA partner CalSurance Associates will outline the current E&O landscape for financial professionals and give you loss prevention tips to help you protect your practice.

In this Business Performance Center webinar, explore recent E&O claim trends, learn what other agents are doing to protect their businesses, and what kind of coverages you should be reviewing for your practice's E&O insurance.

Topics: Financial Planning Grow Your Business Protect Your Business Business Performance Center Insurance NAIFA Partner
3 min read

Turning Testimonials Into an Endless Source of Digital Referrals

By White Glove on 5/12/23 11:00 AM

When shopping online or making a large purchase, think about how you go about deciding which product to choose. Sure — price, brand, and product features all play into it, but when choosing between two similar products, it likely comes down to the reviews. 

When searching for professional services, the process isn’t all that different, and with the new SEC Marketing Rule in effect, online reviews will now play an influential role in the decision-making process among consumers preparing to hire a financial advisor.

Topics: Lead Generation Marketing Sales & Marketing Business Performance Center NAIFA Partner

Featured