Marketing and Lead Generation
Insurance lead generation news and tips, including strategies for using technology, outside vendors, and data analysis to improve lead generation efforts.
Advisor listening skills: Stop doing these things
By Jan VermeirenListening is the most important skill you need to network. Through listening you build a bond of trust. Through listening you gather information to see how you can help someone else and how you or your network can be helped.
February 04, 2011
Advisors: Make 2011 your best year ever2011 will be our greatest year ever. Americans desperately need our ideas and insight. Our products are the best they have ever been. Here are some ideas:
February 04, 2011
Make 2011 your best year ever as an advisor2011 will be our greatest year ever. Americans desperately need our ideas and insight. Our products are the best they have ever been. Here are some ideas
February 01, 2011
Salesperson styles: 4 more to knowAre you an expert, closer, consultant or storyteller? If you read last week's tip on salesperson styles, you can find out. If not, here is an overview of the last four of the eight sales styles and how to help them improve their results.
January 01, 2011
Facebook and the End of “Push” MarketingDespite my constant harping, financial advisors still ask about lead generation, aka “push” marketing techniques, following my presentations.
December 20, 2010
Leads 360: Insurers Irk Web UsersThe majority of insurers included in a recent study did a poor job of responding to online inquiries.
December 13, 2010
Curtis Huntington to Take Charge at Actuarial Discipline BoardCurtis Huntington will be the next chairperson of the Actuarial Board for Counseling and Discipline.
November 12, 2010
Webinars: Do you know your close ratio?If you host webinars, do you track the ratios of your prospects to presentations to proposals to closes? These simple ratios can offer tremendous insights into the health of your sales and marketing engine.