Investors Fear Market Correction

January 19, 2018

By Ayo Mseka Seventy-four percent (74%) of U.S. investors age 40 years and older are concerned about a stock market correction, given the long-running bull market. And virtually all investors (97%) said the market at its current levels has risks, with 37% saying the risk was significant or mostly risky. These are some of the major findings of a Global Atlantic Financial Group national study of U.S. investors 40 years of age and older regarding stock market risk and investments. The stu...

Top New Year's Resolutions for Advisors

January 19, 2018

By Ayo Mseka According to a survey from SEI Advisor Network, the top New Year’s Resolutions for financial advisors include increasing their client “referability,” communicating and instituting a plan around the potential end to the bull market, and building integrated workflows.   Not surprisingly, the number one resolution and top priority for advisors this year is to take steps to become more referable and to increase the number of client referrals they receive. Interestingly, most...

10 Ways to Gain Customers

December 20, 2017

The challenge is the same for every salesperson looking for clients--the competition isn’t another brand or a better product or service. Instead, it is another salesperson who knows how to acquire customers. The primary task for every salesperson is getting customers to want to do business with them. Without that, customers move on, looking for someone who makes them feel comfortable. Here’s what it takes to do it. *Stash your sales pitch. Of course, it’s important to have your sales p...

Tips for Enhancing Your Year-End Closing Ratio

December 20, 2017

By Bryce Sanders The sales profession has a lot of deadlines.  Getting business done by year-end is probably the biggest deadline for most agents and advisors.  Meeting this deadline is a challenge because most people who are not involved in sales put their lives into cruise control shortly after Thanksgiving.    So, as an advisor, how do you create a sense of urgency and persuade your prospects to sign on the dotted line at a time when most of them are thinking about the holidays? T...

Time-Management Tips Every Entrepreneur Should Know

November 17, 2017

By Alex Dastmalchi, MBA If every entrepreneur got serious about what they will get in return for the way they are spending their time, they will begin to see areas that need some improvement. Having a great work ethic and personal life balance is extremely important to me. If I don’t manage my time well, the time I invest in my work can cut into the time I spend with my family. If you can find someone to do a task for less than the value of your time, go for it. By making efficient...