Agent And Advisor Insurance Marketing Tune-Up!

IPS Success Tips - Best Way For New Agents Training To Start Selling Life Insurance!

Important Message from Coach Sandy Schussel about insurance marketing for agents and advisors! Every day I talk with agents and advisors who won’t do anything that makes them uncomfortable. They buy leads and complain about them. They won’t reach out to people they know! And they won’t have referral discussions with even their best clients. They have one bad experience with seminars or webinars and decide never to do them again. They avoid networking because it makes them uncomfortable. And then, they complain that their business isn’t growing. Anything uncomfortable shuts them down.

They are ignoring a universal truth about advisor insurance marketing: Everything you want is outside your comfort zone.

A Study Of Top Performing Advisor Firms

In a study of top-performing IARs in 2022, Schwab Advisor Services identified the things that those firms did that contributed to their exceptional growth:

1. Grow organically. Top advisors relied on marketing to their existing insurance clients and referrals more than most.

2. Have both strategic and succession plans in place. Knowing what needed to be done daily and what the end game was was more prevalent among top firms.

3. Held onto their assets during the inflation and volatility. Communicating with clients to keep them calm allowed top advisors to hold onto more assets.

4. Have documented ideal client profiles and client value propositions. In my recent Masterclass, I talked about the importance of selecting an ideal client and of being able to say why you are the only one for them.

5. Had integrated advisor insurance marketing plans. Top advisor firms studied integrated client and professional referrals with insurance marketing aimed at ideal clients.

6. Personalize their services and make use of behavioral finance. Top firms focused not on some formula for everyone, but on what individual clients wanted most, considering their behaviors.

7. Used their CRM as the central hub of client services. Here again, having a segmenting database and focusing on top clients, two of the things I spoke about in my recent Masterclass, made a difference in production.

8. Used digital processes. Top advisors used document signing services almost exclusively.

Advisor Growth Is By Marketing And Insurance Client Referrals

The study concluded that top firms experienced two times the growth in assets from new clients over other advisors. Their advisor growth is through marketing and insurance client referrals. Growth from client referrals was the largest driver of new business. Next came advisor growth from insurance marketing to ideal clients and finally, business partner referrals.

My 90-Day Insurance Marketing Tune-Up Program for agents and advisors focuses on all these financial services components. I have two more openings in this program.

You can continue to chase shiny objects, or you can set yourself up to increase your income by $50,000 or more over what you might otherwise earn this year. It’s your choice.

If you choose to learn more about this 90-Day Insurance Marketing Tune-Up Program for agents and advisors, call me and we’ll see if it’s right for you.

In the meantime, keep REACHING…

Sandy Schussel


Best Insurance Marketing And Client Referrals Training For Agents and Advisors 

Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate access! 

Are you a seasoned advisor, a new agent, Insurance Marketing and Sales Resource Center™ Only $29.95 per month for the life of your membership - immediate access!  Life Insurance Marketing and Sales Systems, Tools, And Training For Agents and Advisors To Help Families!or a P&C agent? Then, you need to learn these critical insurance marketing, prospecting, and sales strategies for agents and advisors right now! They are not an option if you want to be seen as a Trusted Advisor! And you want to be highly successful in insurance sales. It is how you will learn to get your message out about how you help middle-income families to have a secure future! This insurance marketing agent and advisor training will make it easier to find and attract your best insurance leads! So, you will set your best insurance appointments! And then you will close more and larger sales! This is just the start of the insurance marketing strategies, sales programs, agent and advisor training, videos, and tools you will also get… When you become an elite member of our IPS private website.

INCLUDES 4 Live Hour Coaching Webinars each month – Live Group Coaching – Case Design Classes – with Insurance Marketing, Prospecting, And Sales Training for agents and advisors! And you will have immediate access to all of our Past Live Coaching Webinars!

Become An IPS Member today! It is the best way to check out our insurance agent and advisor marketing training and sales support programs to help families!

Become An IPS Member To Day - Insurance Marketing and Sales Resource Center™ Best insurance marketing and prospecting strategies, training programs, tips, and tools

30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!


Trusted Advisor Success Training

Do Not Miss Our Next Trusted Advisor Success Training

Check out our live (2-day) Trusted Advisor Success Training ™. Our Life Insurance and Annuity Trusted Advisor Success Training Workshops for insurance agents and financial advisors are where you will learn everything that you need to know to help your clients! So, you will be the Trusted Advisor that people will want to see! And you will be the one person that they will want to do business with! Because this Life Insurance and Annuity Trusted Advisor Success Training Workshop is for agents and financial advisors… And about you learning how to help your clients and not just make a sale! So, that you will make a real difference in their lives! Instead of just selling your products and investments!


Middle American Family's Guide To Living Debt-Free And Truly Wealthy!

When Will You Read Our Full-Length Book? So You Will Learn How To Help Middle-Income Families?

Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!

We urge you to take the time to read our 20-chapter book… Middle American Family Guide To Living Debt-Free And Truly Wealthy! Because we give you complete strategies… To help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to Live Debt-Free and Truly Wealthy! As a result, you will understand our philosophies and techniques by the end of the book. And finally, you will know how you can make a real difference… Helping your family, friends, clients, and neighbors to get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!

When Will You Get The Best Insurance Marketing And Sales – Agent And Advisor Training You Need? So You Learn How To Help People!

How To Find Your Ideal Life Insurance Prospects! The Best Insurance Marketing Plan!

How To Make $250K Selling Life Insurance The Right Way!

Free Consult - Best Training For Helping 9 Out Of 10 Insurance Agents and Financial Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - Life Insurance Marketing and Sales Systems, Tools, And Training For Agents and Advisors To Help Families!

 

Leave a Reply

Your email address will not be published. Required fields are marked *

*

This site uses Akismet to reduce spam. Learn how your comment data is processed.