Leverage LinkedIn to Attract New Prospects
Marketing through LinkedIn can be a highly effective strategy for financial advisors looking to...
Hosting a Virtual Summit
What's a virtual summit? A virtual summit is a digital conference that takes place online,...
Building Trust With Your Prospects
By demonstrating expertise, communicating transparently, personalizing investment strategies, being honest, providing regular progress reports, showing empathy, being available and responsive, and maintaining confidentiality, financial advisors can establish trust and build long-lasting client relationships.
Qualify Your Prospects Before the First Meeting
You shouldn’t meet with everyone willing to meet with you. We have a form on our site that people...
Who Do Your Clients Spend Time With?
When it comes to your clients, it's important to listen to them carefull and take notes on even...
Marketing is Everyone’s Job
Marketing is a critical component of any successful firm. However, at a small firm where resources...
1031 Exchange: An Enticing Opportunity for Clients and Prospects
Many of your clients probably real estate, and as their parents pass on, chances are they will...
Start a Podcast
Starting a podcast can be a highly effective marketing channel for your brand, as it offers...
Mastering Email Marketing Part 4: What Content Should You Include?
As a financial advisor/insurance agent, there are several topics you can cover in your email...
Mastering Email Marketing Part 3: How Often Should You Market With Emails?
So, you have been collecting email addresses nad have a nice, robust list. Now what? We go into a...
Mastering Email Marketing Part 2: How to Get Email Addresses For Your Campaigns
Advisors ten to give up too easily trying to bring in new assets. Most prospects take time and...
Mastering Email Marketing Part 1: Never Underestimate the Power of Email
Email marketing is a big part of our success. Our campaigns don’t start with email marketing, they...
Problems We Solve Webpage
Other than our home page, the page with the most clicks and views is our “Problems We Solve” page....
Choosing a Closing Technique
Every client is different. You may have done a great job marketing in a specific niche. Maybe all...
8 Closing Techniques
Most advisors go for the close the same way every time. Maybe it works and that’s great. There...
Why You Should Choose a Niche Audience
Most advisors/agents think their target audience is anyone with a million dollars. People want to...
Tips to Improve Your Listening Skills
Sometimes I’ve heard advisors or agent direct a conversation with a prospective client using the...
Host a Referral Party
We host a lot of events for our clients, including twice-a-year large gatherings and dozens of...
Building Lasting Relationships
Networking is not just going to an event with a bunch of business owners. It’s about relationships...
Ask Better Questions
Asking good questions in a sales meeting helps advisors and agents in several ways: Provides...
Get More Leads By Fixing Your Website Header
Your website header is more important than you realize. It's the first thing someone sees when...
Write Down Your Sales Process
Have you actually written down your sales process? It may seem like tedious work, but I highly...
Record Your Website User Sessions
This sounds kind of creepy, but one of the best things that helped us improve the conversion rate...
You Need More Lead Sources
Too many advisors and agents rely on only referrals to grow their business. I get it, referrals...
Increase Your Conversion Rate with Video Email Marketing
Personalization in marketing goes a long way. We live in a world surrounded with technology and...
Take Control of Your Online Brand
If you think your prospects won't Google you, you're wrong. Having content available online for...
How to Sell More Services to Your Clients (Part 2)
How many services do you offer your clients? If you’re an insurance-only agent, you may be...
How to Sell More Services to Your Clients (Part 1)
When the pandemic hit in 2020, it suddenly became harder, if not impossible, to meet with people...
How Improving Client Communication Can Increase Referrals
How do you get more referrals from your clients? It's simple: communicate with them more often....
Knowing Your Numbers Leads to Growth
I’ve talked to advisors almost every day for almost 10 years. When I first start working with an...
Get More Referrals With This Simple Campaign
Like many of you, my cellphone of choice is an iPhone. If you have one, I am sure you have noticed...
How to Turn a Visit to Your Website Into a Scheduled Meeting
When it comes to people visiting your website, they need to be told what to do and they need to be...
Selling Accumulation Annuities
Accumulation annuites are a great product, but they don't just sell themselves. Watch this brief...
How to Sell Income Fixed Index Annuities
Income annuites are a great product, but they don't just sell themselves. Watch this brief video...
Improving Your Webinar
Today's weekly idea is an effective and easy marketing tip for advisors and agents who...
You Need a Lead Generator
Your website isn’t going to convert every person who lands on it. It’s wishful thinking to believe...
CPA Marketing Campaign
As tax season winds up in April (this year the deadline is Tuesday, April 18), we like to do...
Improve Your Close Rate By Selling to Your Clients Concerns
Hello Advisors and Agents, I have heard dozens of advisors tell me they close almost every...
Maximizing Asset Acquisition: The “Top 20” Meeting Approach for Financial Advisors
In the world of finance, the constant goal is to increase assets under management (AUM). This is often achieved by bringing in new clients and subsequently, new assets. To help organize and streamline this process, many firms adopt a methodical approach to prospecting...
AIIS.com®
Privacy Policy