From the October 2009 Issue of Senior Market Advisor Magazine
Who said that independent advisors are lone wolves? While they often are, producers stepped outside of their natural environment for three interactive workshops at Senior Market Advisor Expo in Las Vegas.
Held Aug. 24-26 at Caesar’s Palace, roughly 420 advisors were on hand to learn the best marketing strategies, sales tips and the latest suitability standards. But among all the highlights of the three days–including keynote addresses by Brian Tracy and Dan Norman–one thing really made an impression on me: a whole lot of teamwork.
You didn’t misread that last word. Independent advisors are often pigeonholed as being, well, independent, but they defied that stereotype during this year’s SMAX. In particular, the interactive workshops allowed participants to provide their thoughts and insights, while learning to work together.
2008 Advisor of the Year finalist Stefanos Loisou moderated “Your Elevator Pitch.” As he told attendees, “You only have a few seconds to make an impression.”
His own pitch? “I guarantee (clients’) assets and make sure they have an income for the rest of their life.”