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Life Health > Running Your Business

Where Do You Need Improvement?

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As you consider what aspects of the business youd like to strengthen, here are some of the most popular topics among financial advisors today.

TechnologyIts not surprising that this is the number one area of focus. Technology has become indispensable in our business. It has taken us to a new level in how we market, sell, support our clients and run our business. Anyone who isnt tech savvy or quickly getting there must pick up the challenge.

Running Your Business–No aspect of the financial services business has changed more dramatically than running your operation. Today, a financial advisor must operate with the same sophistication as a big business. For example, everyone is chasing the same high-value prospects. That means you need to establish an identity for your business that sets you apart and communicates why people should work with you. Simply put, you need to brand yourself.

Advanced Marketing and Sales TechniquesWhats the best way to break through the clutter in todays competitive marketplace? How can you create sales presentations that give you an edge? These are two of the most important questions that must be answered if you are to move to the next level of success.

Product Knowledge–Life insurance products, annuities, retirement plans, subaccounts, mutual funds and portfolio management are among the basics of the business, but these basics have all become extremely complex. How do you bring them all together in the clients best interest?

How to Identify and Understand Clients Needs–As society has changed, people and their needs have become more complicated than ever.

Jim Johnson

Reproduced from National Underwriter Life & Health/Financial Services Edition, November 11, 2002. Copyright 2002 by The National Underwriter Company in the serial publication. All rights reserved.Copyright in this article as an independent work may be held by the author.


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