(If this article resonates for the challenges you have in your agency, be sure to check into the Small Business Sales Manager Coaching Program) In coaching hundreds of insurance agents over the years, I've become aware of a challenge that has arisen for many of them. As they've added additional products and services to their mix, their sales processes have become jumbled and muddled. They don't sell a few straightforward insurance products anymore. Instead they are now insurance providers, financial planners, health-care agents, and wealth managers that offer a wide-range of financial products to their customers. It can be … [Read more...]
How Financial Professionals Can Take Their LinkedIn Profile to the Next Level
Update December 2018 Financial professionals have always considered themselves to be in the relationship business. The image of the small town insurance agent who knows everyone (and everyone's business) is deeply ingrained into our minds. Often they were the only source of information for their clients. That made them one of the pillars of the community and they were trusted advisors. But the world has changed. Whether someone lives in a rural town or a booming metropolis, they are only a few mouse clicks away from a wealth of information on products, markets, and prices. Your customers don't have to rely on you anymore. They … [Read more...]