Five tips for wooing prospects
The more you know about prospective clients, the better your chances of persuading them to work with you
- By: Dwarka Lakhan
- December 15, 2016 October 30, 2019
- 12:00
Latest news in Practice Management
Hone your prospecting strategy
Try various methods, assess what works and get your team involved
- By: Beatrice Paez
- December 14, 2016 October 30, 2019
- 10:50
Raise your prospecting game
Talk about what motivates you and show an interest in your clients
- By: Beatrice Paez
- December 13, 2016 October 30, 2019
- 11:00
CRM2: Three key communication strategies for client satisfaction and retention
In part five of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discusses three communication strategies designed to improve…
- By: Dan Richards, Susan Silma
- December 13, 2016 November 9, 2019
- 07:00
Gen-X: The demographic “middle child”
How you can help the financially stressed, under-served 35- to 50-year-old market
- By: Beatrice Paez
- December 12, 2016 October 30, 2019
- 14:50
Nine risks to self-esteem that will boost your business
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, discusses nine scary things that may take you out of your comfort zone,…
- By: Jim Ruta
- December 7, 2016 October 30, 2019
- 16:10
Shifting out of neutral
Three ways a coach can help advisors
- By: Beatrice Paez
- December 7, 2016 October 30, 2019
- 12:30
Become a specialist in a niche
Working with a narrow market helps position you as an expert
- By: Dwarka Lakhan
- December 6, 2016 October 30, 2019
- 11:25
Top three pitfalls in CRM2 client conversations and how to avoid them
In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client…
- By: Dan Richards, Susan Silma
- December 4, 2016 November 9, 2019
- 18:30
Working toward gender parity
You can take steps to improve women’s access to leadership roles
- By: Beatrice Paez
- December 2, 2016 October 30, 2019
- 12:15
How not to waste time with new prospects
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains four strategies that will increase your chances of becoming a new prospect’s…
- By: Jim Ruta
- November 30, 2016 October 30, 2019
- 10:30
CRM2: How to define your fee-worthy value
In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
- By: Dan Richards, Susan Silma
- November 27, 2016 November 9, 2019
- 19:30
Be the perfect holiday-party guest
Remember that it’s a celebration, not a marketing session
- By: Beatrice Paez
- November 22, 2016 October 30, 2019
- 11:40
Common holiday party mistakes
Treat your staff to a festive get-together, but don’t talk shop
- By: Beatrice Paez
- November 21, 2016 October 30, 2019
- 10:25
CRM2 fee reporting: What you need to say to clients before 2017
In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
- By: Dan Richards, Susan Silma
- November 21, 2016 November 9, 2019
- 06:30
Casual Friday: Take a digital detox
Occasionally getting up from your computer and switching off your mobile device can help you reconnect with others — and yourself
- By: Beatrice Paez
- November 18, 2016 October 30, 2019
- 12:00
Four common mistakes to avoid
Focus on your clients’ needs rather than what you have to offer
- By: Dwarka Lakhan
- November 14, 2016 October 30, 2019
- 12:50
CRM2: What investors really think about performance reports
In part one of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…
- By: Dan Richards, Susan Silma
- November 14, 2016 November 9, 2019
- 06:30
How to duplicate your top clients
Identify the characteristics that make them your best clients
- By: Dwarka Lakhan
- November 11, 2016 October 30, 2019
- 10:35
The delicate art of asking for referrals
These ideas can help you meet more prospective clients
- By: Beatrice Paez
- November 7, 2016 October 30, 2019
- 15:25
Six ways compliance can drive productivity
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains six ways that keeping compliant can also drive productivity for insurance advisors.
- By: Jim Ruta
- November 7, 2016 October 30, 2019
- 06:30
Women clients: gaining their trust
Women often feel their advisors don’t take the time to fully understand their needs
- By: Beatrice Paez
- November 4, 2016 October 30, 2019
- 09:50
Are women really risk-averse?
Why you shouldn’t make assumptions about your female clients
- By: Beatrice Paez
- November 3, 2016 October 30, 2019
- 11:20
Key steps to mentorship success
Developing a process that will underpin the relationship between mentor and mentee can help the partnership flourish
- By: Tessie Sanci
- October 31, 2016 November 9, 2019
- 15:00
Regulators divided over best interest standard
In the final video of a six-part series on regulatory changes, Dan Richards, CEO, Client Insights and Lynn McGrade, partner at Borden Ladner Gervais LLP,…
- By: Dan Richards, Lynn McGrade
- October 28, 2016 November 9, 2019
- 12:00