Category: Financial Advisor Marketing

Our company has interacted with thousands of life insurance agents. Many are financially successful. We observe that those who lack success lack a skill that is fundamental to success as an agent. We call it “sense of other.” These agents who lack the skill, as do most people in America, see everything from their point Read more…

Mistake #1 Have an email address with the domain name but no website at that domain. Here is an example. This professional uses this email address [email protected]. Yet, if you go to the domain castlefsg.com, there is no website. It is very common for prospects who see your email address to visit that domain and Read more…

A Better Way to Open a Call This tutorial is for outbound calls you make to people who do not know you. At first, you will reject this idea because you have been doing it differently your entire life. But if you reject something new because it is “new.” it is impossible to learn something Read more…

How to Be an Expert at Financial Advisor Marketing and Continuously Attract and Obtain Better Clients Diversification May Be a Wise Investment Practice, But It’s Lousy for Your Financial Advisor Marketing From the time you entered into the financial services, you’ve been told that diversification is good.  And you can see the evidence with the explosion Read more…