Qualifed Insurance Leads

Not finding enough qualified insurance leads.  Perhaps the reason is here. Some insurance agents use lead generation techniques that create unqualified insurance leads (i.e. poor...

How to Convert Sales Leads Into Sales

Many people in sales believe that a sales lead can be a name from a list. That’s not right. A name from a list...

Insurance Marketing Challenge and Success

Insurance professionals tell us that insurance marketing, acquiring new business, is their #1 problem. But it's silly as each day, thousands of people send...

Financial Services Marketing Done Properly

There is No Shortage of New Business Financial services professionals tell us that finding new business is their #1 challenge. But it's crazy. Each day,...

Insurance Agents Ought to be Registered Investment Advisers

The securities professional is no more informed than you at handling investments. You may believe that the financial planner knows so much more about...

PPC is good For Agents and Advisors

Adword Basics Google's arrangement for advertising your enterprise on its site and its affiliate sites is called Adwords. It's a PPC or "pay-per-click" method of...

The Big Picture of Marketing Financial Services

Most insurance agents are poor.  The Bureau of Labor statistics reports that average income for insurance agents is less than $40,000 annually. This is...

Are Annuity Sales Hard to Make?

Be Real About Your Results so Far We can see why so many sales and opportunities for appointments are lost.  Most Americans, including insurance agents...

Internet Insurance Leads

Before the Internet  was widely used, say prior to 1995, insurance agents employed off-line insurance lead generation systems such as direct mail, cold calling,...

What Financial Advisors Need to do Differently Now

Financial Advisors must change their approach to survive in a new economy.