Beat around the bush with prospects and they’ll bail
March 15, 2012 by Jake Simms
You hear prospects say it all the time: “Tell me how much it’ll cost!”
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March 15, 2012 by Jake Simms
What’s hurting insurance agents the most?
December 28, 2011 by Jake Simms
Eighty percent of insurance agents who sell health coverage are hurting big-time because of a single piece of federal legislation:
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Proof: Clients need you more than ever
October 5, 2011 by Jake Simms
Getting guidance from financial advisors is important. But too many clients don’t realize how much their retirement nest eggs depend on it.
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They’re questioning your fees? Here’s help
November 10, 2010 by Jake Simms
Investors hate fees! But spelling out what fees cover can help your case.
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Think you’ve answered all of their retirement questions?
October 27, 2010 by Jake Simms
Next time you explain how investing works to a client’s employees, and people are nodding their heads, don’t assume they understand.
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Expect more questions about your fees
October 27, 2010 by Jake Simms
Financial service firms can wait until Jan. 1, 2012 — or just get an early start now:
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New prospect? Remember these 5 keys
October 13, 2010 by Jake Simms
You may think your services are perfect for a client. But do you communicate that “perfect fit” to the client?
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Young investors say, ‘I’ll do it myself!’
October 13, 2010 by Jake Simms
Bringing younger entrepreneurs on board as clients may take extra effort these days.
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