Brains and Bytes

Brains & Bytes Part II

Techie Tips to WOW Your Prospects and Boost Next Month’s Income Hopefully you had a chance to apply some of last issue’s clever techie strategies to your business. ...
wearable technology 2

The Future of Client Engagement – Wearable Technology

How can insurance agents and financial professionals embrace the future of wearable technology for the benefit of their practice? By helping you to become a communications ...
brains and bytes 2

Brains & Bytes: Techie Tips to Wow Your Prospects and Boost Next Month’s Income – Part I

Let’s face it: The plethora of digital developments and subsequent demands of our already stretched comfort zones can exhaust even the hardiest and most tech-savvy agent ...
Engaging the next generation

PASS THE DIGITAL TORCH WHILE

ENGAGING THE Next Generation As a seasoned financial professional who has grown a successful business, you’ve seen consumer marketing trends come and go, and through ...
Positioning for sales success image

Positioning for Sales Success

Just as we were starting our coaching conversation, I could immediately tell that Josh was not in a good place. It was the start of the year and he had been calling his ...
Annuities' month-long celebration

Annuities’ Month-Long Celebration

The inaugural National Annuity Awareness Month came at an opportune time in the indexed annuity industry! Spreading the word about annuities is crucial, particularly when ...
compliance and suitability

Embrace Compliance and Suitability with Modern Technology

In 1934 under the Franklin D. Roosevelt administration, the Securities and Exchange Commission (SEC) was established to enforce federal securities laws and regulate the ...
technology

Marketing, Technology and Metrics

Are you looking to harness the power of modern cost-effective trends in marketing and practice management technology? Are you wondering how to begin the process of leveraging ...
Primary Targets

Primary Targets: Third-Party Providers & Data Breaches

You have probably heard about the massive Target security breach that happened over the holiday season. In fact, you may have been one of the victims who had to contact ...
network hang ups copy

Networking Hang-Ups…And What to Do About Them

A few weeks back, I spoke at a conference filled with financial professionals. It wasn’t just any group of professionals but the top producers. These attendees represented ...