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Category Archives: Tips for Financial Advisors
Insurance and Financial Advisors – Build Profitable Relationships at Client Events With Event Themes
TweetResearch confirms that insurance and financial services pros who are proficient in building relationships achieve more referrals and greater success. In a recent study of Fortune 1000 companies, researchers at Booz Allen Hamilton and Northwestern University’s Kellogg School of Management … Continue reading
Sales Communication Tips for Financial Advisors
I came across an article on InvestmentExecutive.com you may want to read. It addresses how overall, Canadian financial services professionals need to do a better job of communicating the value of what they offer, and clearly define their value proposition. This holds true for American professionals as well. In fact, studies have proven that no matter what you sell or offer, 85% of your overall career success is in direct proportion to your ability to communicate. This holds especially true when communicating the value of obtaining the services of a financial advisor. Continue reading
