Sales & Marketing

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  Keep contacts up to date with LinkedIn

  By Jill Konrath  |  May 19, 2013

  Use meaningful updates to reinforce your credibility.

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  Get prospects to return your calls

  By Kelley Robertson  |  May 18, 2013

  Ever wonder why prospects don’t respond to your voicemail messages?

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  Leaning in to get ahead

  By Warren S. Hersch  |  May 17, 2013

  More women are becoming advisors. But challenges remain to achieving gender parity in the profession

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  What’s the most creative marketing technique ever?

  By Daniel Williams  |  May 17, 2013

  Consumers recently chimed in to tell us what have been the most creative marketing techniques they’ve ever encountered when being sold annuities and insurance.

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  Make your Friday count

  By John Scranton  |  May 17, 2013

  Here are five things I do to avoid wasting the last 20 percent of the work week.

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  Beware of becoming a commodity

  By Victoria Eden  |  May 16, 2013

  Here's a secret that works all over the world, in every industry: Offer something unique and valuable.

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  The annuity sales opportunity

  By Nichole Morford, Mary Shaub  |  May 16, 2013

  Pre- and post-retirees weigh in on their assets and how they'd like to conserve them.

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  A little bird with a big chirp

  By Amy McIlwain  |  May 16, 2013

  The financial world is on Twitter. Are you?

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  The seminar antidote

  By Daniel Williams, Paul Wilson  |  May 15, 2013

  Advisor Sean Lee hasn’t done a seminar in six years — and his practice has never been more fruitful.

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  Fireside marketing 101

  By Daniel Williams, Paul Wilson  |  May 15, 2013

  Social Security and the basics of investing are two of the topics that advisor Jane Young teaches in her popular "fireside chat" seminars.