Home Life Insurance When the Girls of Insurance coverage Transfer Into Monetary Planning

When the Girls of Insurance coverage Transfer Into Monetary Planning

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When the Girls of Insurance coverage Transfer Into Monetary Planning

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A suggestion on the best way to say no is re-framing the request: “I want to say sure, however…” That method, you’re saying no to the request, to not the particular person.

“Bringing Persona and Authenticity To Your Advertising and marketing”

Presenters, from the Carson Group: Minna Burns, senior vp, client advertising, and Samantha Allen, senior vp, digital advertising

Think about using these methods:

  • Create an e-mail technique. By making a gift of content material totally free, while you do attain out to the prospects they’re extra conscious of you.
  • Use Fb and Linkedin. Fb teams are an ideal place to start out. LinkedIn works properly for focusing on enterprise professionals since necessary particulars resembling job titles, skilled designations and years in enterprise are all constructed into the person profiles.
  • Use Instagram for youthful targets or in case you have a visible story to inform.
  • Take into account podcasting and livestream-broadcasting to repurpose content material from occasions and to extend attain.
  • Create a shopper referral technique and center-of-influence technique.
  • Have a look at the analytics of what labored final yr. The place did your purchasers come from? What number of purchasers did you shut?
  • Establish your advertising objectives and your advertising funds.

Final, however undoubtedly not least: In an change of emails with the audio system, I requested a few suggestion for growing my very own 2024 advertising objectives.

Their response: “The Annual Reflections Information”:

  1. What went exceptionally properly this yr? What had been your successes?
  2. What had been you most pleased with this yr?
  3. What had been a few of your greatest challenges this yr?
  4. How did you present up as a frontrunner this yr?
  5. What should you or what you are promoting enhance, develop or change to make extra progress sooner?
  6. What alternatives are you able to see that you simply haven’t pursued?
  7. What, if something, is holding you and your workforce again proper now from performing and executing at your highest degree? What should occur to eradicate this impediment?
  8. What did you study your self this yr?
  9. What did you study what you are promoting this yr?
  10. Realizing what you recognize now, when you might return and provides your self recommendation in the beginning of the yr, what would it not be?
  11. What classes discovered do you need to carry ahead with you this yr and past?
  12. Had been there any main shifts in your values, mission or imaginative and prescient this yr? What induced these?

Private notice: Lengthy-term care is one space within the monetary providers area the place ladies have damaged the glass ceiling. And I’m very proud to disclose that I’m a co-founder of a bunch of the highest 20 ladies within the LTC business.

We’ve been assembly twice a yr for 23 years. (The primary assembly was at my home, and my husband did the cooking.)


Margie BarrieMargie Barrie, an agent with ACSIA Companions, has been writing the LTCI Insider column since 2000. She is the writer of two books and a frequent convention speaker.

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The Fearless Woman, at Excell Symbolize. Credit score: Carson Group

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