Category: Practice Building - Page 26

11 industry events to consider attending through the rest of 2015

August 5, 2015

It’s showtime! A wide range of industry events and conferences ripe with great sales and prospecting ideas, specific market intelligence and networking opportunities are on ... Read more

6 ways to avoid misreading customers – and missing sales

John Graham

August 4, 2015

Selling is never easy. Never. But salespeople often make it even tougher for themselves by letting customers get away empty-handed. It isn’t that customers don’t ... Read more

Top Producer at Northwestern Mutual surpasses $2.5 million in premium

Brian Anderson

July 22, 2015

MILWAUKEE – Northwestern Mutual recently recognized Keith Wagner, CLU, a financial advisor based in Los Angeles, as the company’s No. 1 producer in life insurance ... Read more

Locking up the sale: What to do after the ‘first yes’

Insurance Forums Staff

July 22, 2015

The difference between taking an application that consumes about four hours of administrative work and never generates a penny’s worth of income, and making a ... Read more

Robo-advisors: All hype and minimal impact?

Brian Anderson

July 14, 2015

Nearly every day, articles about “robo-advisors” and their potential impact appear in various financial news media. Results from a new LIMRA survey of financial professionals ... Read more

Social networking sites emerge as effective source for recruiting young advisors

Brian Anderson

July 1, 2015

As efforts to recruit financial services sales professionals increasingly move online, candidates from social networking sites such as LinkedIn are showing more potential for success ... Read more

Why agents and advisors should consider college planning as a specialty

Brian Anderson

June 16, 2015

Insurance Forums: Demographically, what would you say would be the ideal kind of advisor to focus on the college funding market? What common characteristics make ... Read more

Survey says: Referrals are top marketing channel for agents, yet 80% lack formal referral marketing and management process

Brian Anderson

June 3, 2015

MOUNTAIN VIEW, Calif. – While referrals are the primary marketing channel – delivering up to 60% of all new business for insurance agents – 80% ... Read more

Your best leads are staring you in the face: 6 ideas for mining files

Anthony O'Kussick

June 1, 2015

His smartphone alert reminded the advisor that it was time to make the call. He had done a search on five-year levelterm policies that were ... Read more

Agents can showcase their expertise nationally via new NDOI directory

Brian Anderson

May 27, 2015

SAN FRANCISCO – There have been numerous attempts to make insurance available online, but these have focused primarily on personal lines (home, auto, etc). Now, ... Read more

11 industry events to consider attending through the rest of 2015

6 ways to avoid misreading customers – and missing sales

Top Producer at Northwestern Mutual surpasses $2.5 million in premium

Locking up the sale: What to do after the ‘first yes’

Robo-advisors: All hype and minimal impact?

Social networking sites emerge as effective source for recruiting young advisors

Why agents and advisors should consider college planning as a specialty

Survey says: Referrals are top marketing channel for agents, yet 80% lack formal referral marketing and management process

Your best leads are staring you in the face: 6 ideas for mining files

Agents can showcase their expertise nationally via new NDOI directory

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