Senior Market Advisor December 01, 2010
Cover Story
Best tech tools and toys for the advisor
It's not easy leading the action-packed life of a top advisor, but just like a certain fictional super-spy,
Feature
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Going the distance to keep prospects
Life changes sometimes send your clients far out of your geographical reach, but it doesn't mean your business relationship has to end.
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Branding: How to get noticed
Just like any notable and memorable consumer product, you have to build your own identity as a brand in order to establish credibility.
Up Front
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5 social media tips to connect with clients online
The digital age allows advisors to connect with more clients more quickly than ever before. And that's a good thing, right?
That's Life
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What matters most: Peace of mind for clients
The holiday season is upon us, which means spending time with those nearest and dearest and looking ahead to a new year.
Advisors Speak Out
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Listen to what's really important
In my last column, I talked about specific ways to stand out and how to get in front of more potential clients.
LTCI Insider
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Putting the pieces in order in six phases
our goal during the appointment is to provide enough generic education to convince the prospect of the need,
Videos
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Video: Best tech tools and toys for the advisor
Video: Best tech tools and toys for the advisor
Annuity Advisor
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Anchoring for bigger sales
A while back I did a study with a group of consumers. I told them it was a pricing game and they were to guess the price of two vacation trips and write the prices down on a slip of paper.
Marketing Playbook
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The speed of trust (part 2)
Last month I began talking about some of the strategies that New Hampshire producer Tom Brueckner uses to build the notion of "social proof,"
Ethics in Action
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The ethical advisor: do things the SMART way
As marketers, advisors often view the world through a narrow lens--whether a sales technique is effective or not.
The Motivated Seller
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Don't stop chasing your dream
In the mid 1970s, a young man named Sylvester had a dream of one day becoming a movie actor
The Close
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Medicare: Questions are the answer
Last month we examined the Social Security questions we ought to ask our clients.
Feedback
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In response to "Sales tips from kids"
There are several areas in life where we could learn a few lessons from kids and sales is definitely one of them.
Seniors Speak Out
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Now that the recession is technically over, how has it changed your plans for retirement?
It's over? It sure doesn't seem like it--there are an awful lot of people still out of work!
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What is your overall opinion of financial advisors?
It's not too bad. I know there are a lot of shady ones out there, but we've been lucky.
Vitals
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Turning 80/20 into 20/200
Everyone knows about the 80/20 rule, right?
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Connect to your clients: Become a viral video star
Meeting with customers face to face is vital to earning more referrals and winning more business.
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Getting to know your client's 'money' personality
Becoming familiar with your clients' money personality can help you better understand them, their motives and the best way to approach working with them.
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RoEoSoPoEoCoT 3 ways advisors can earn it
San Diego-based advisor Bill Smith has written a book I recommend for producers wanting more success and balance in their lives and profession.
Red Flag Reminder
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New York writing agents: Compensation disclosure is here
Resident and nonresident agents licensed to do business in New York must begin disclosing to clients information about the compensation they receive from carriers.
Source List
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Single-Premium Life Insurance Source List
Single-Premium Life Insurance Source List
Inside the Boomer Mind
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Boomers and the new (normal) economy
In late summer we learned that the "Great Recession" lasted from December 2007 through June 2009.
Special Features
2013 Outlook As we move into a transition year, check out LifeHealthPro's conjectures for the life, annuities, health and disability markets.
100 Best Sales & Marketing Ideas Whether you want ideas for referrals, generating leads or just listening to your clients better, we have the sales and marketing tips you need.
The Complete ELNY Saga For more than two decades, the Executive Life Insurance Company of New York (ELNY) has been bled for billions of dollars while languishing in a state-imposed purgatory.
Life Insurance A-Z This alphabetical-themed infographic will help your clients feel more comfortable discussing life insurance protection concepts.
2012 Advisor of the Year Through a very thorough nomination process we look to find a top producer who is a true cornerstone of a community.
Senior Survey 2011 In this special section, find out how seniors build their nest egg, make an estate plan, finance their health care and where they live.
