by Sean Dailey | Feb 2, 2023 | Marketing to Prospects Ideas, Sales Ideas
Today’s weekly idea is an effective and easy marketing tip for advisors and agents who use webinars or seminars to promote their services and new opportunities. When we present in our events, we want our clients and prospects shaking their heads up and down...
by Sean Dailey | Feb 1, 2023 | Marketing to Prospects Ideas
Your website isn’t going to convert every person who lands on it. It’s wishful thinking to believe that everyone who views your website is going to schedule a meeting. But what are you doing to capture the information of your website visitors who don’t fill out your...
by Sean Dailey | Feb 1, 2023 | Marketing to Prospects Ideas
As tax season winds up in April (this year the deadline is Tuesday, April 18), we like to do a special event just for CPAs, during which we offer a few hours of free CPE (Continuing Professional Education). The topic of our CPA events is “Annuities and Life...
by Sean Dailey | Feb 1, 2023 | Sales Ideas
Hello Advisors and Agents, I have heard dozens of advisors tell me they close almost every client they meet with. But when I dive into their stats, I realize that is far from the truth. In fact, the advisor typically provides an excuse as to why that prospect didn’t...
