Life Sales Strategies

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  100 best sales & marketing ideas: 11 tech tips

  By Daniel Williams, Nichole Morford  |  May 21, 2013

  How effective is your website, really? Do you have the ideal balance of high-tech and high-touch? Our experts can tell you.

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  100 best sales & marketing ideas: 11 client appreciation tips

  By Daniel Williams, Nichole Morford  |  May 20, 2013

  Boost client loyalty and overcome every prospect objection with these top-of-the-line client appreciation tips.

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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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  Lobbyists: Don't forget about the fiduciary standard

  By Brian Anderson  |  May 17, 2013

  Industry lobbying efforts remain strong on the tax treatment of life insurance issue, but what about the fiduciary standard?

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  The full-service fiduciary

  By Ryan Kus  |  May 17, 2013

  Under a fiduciary standard, advisors would do best by selling both investment and insurance products. Are you ready?

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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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  Advisors matter

  By Robert A. Kerzner  |  May 16, 2013

  Almost 80 percent of Americans who work with an advisor save for retirement versus 43 percent who don't. This single stat is your raison d'etre.

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  Canadians stressed over unexpected expenses

  By Maria Wood  |  May 16, 2013

  The majority of Canadians worry that a major life event, like a disability or death of a spouse, would devastate their finances.