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2 Steps on How to Become a 21st Century Producer

Originally published August 1st 2013 within the Pinney Insurance Blog @ www.pinneyinsurance.com/blog The industry is changing whether you like it or not. Everything is done online nowadays. Consumers...

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17 Rough Rules for Marketing Copy that Sells

One of my marketing coaching clients asked me, “David, are there rules for writing good marketing copy? I’ve written a ton of material about what we do and I never know what’s going to work…” This is...

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Three Customer Service Secrets – True or False?

How would you rate your cell phone company’s customer service?  How about your cable TV customer service or your computer company’s customer service?  What word or words would you use to describe your...

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How to Respond to Objections – In 5 Basic Steps

When it comes to overcoming objections, it’s imperative to build trust and rapport by demonstrating, with your professionalism and forthrightness, that you want to answer the prospects’ concerns with...

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16 Unique Elevator Speech Examples

As a financial advisor, how you describe what you do, can be the difference between a quick sale… and a quick exit. When you have an astoundingly interesting elevator speech, you can hook people...

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The Producer’s Guide to Push-Pull Marketing Strategies

Insurance agents and financial professionals can no longer rely solely on traditional push marketing techniques to capture the attention of prospects or deepen their relationships with current clients....

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6 Steps to Creating a Successful Email Marketing Campaign for Producers

Technology is rapidly changing, which is influencing how we interact with technology, as well as with each other. In the past ten years our communication has shifted overwhelmingly towards Internet...

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10 Secrets to Success

A piece in Investor’s Business Daily caught my attention. Anything titled 10 Secrets to Success will do that. Of course, there’s no such thing as a secret and there’s nothing new under the sun. But...

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10 Steps to Professional High Performance in Insurance

Professionalism and high performance are not mutually exclusive. Some think so, but they are wrong. The thought is that professional standards inhibit process and progress. The result is an expected...

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Preservation & Strengthening of the Agent-Buyer Bond

Consumers searching for insurance will at some point face the decision of buying from a direct-to-consumer website or from an agent. Those who decide to buy direct typically cite cost as well as ease...

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The REAL Idiot’s Guide to Social Media Marketing for Producers

Too many producers want to get involved in social media but – sadly – do not understand the intent, ideas, or influence factors that make social media an effective tactic in their overall marketing...

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5 Simple Marketing Tips that Produce More Connections

“I try to do the right thing at the right time. They may just be little things, but usually they make the difference between winning and losing.” A great quote from Kareem Abdul-Jabbar. (If you were...

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3 Strategies for a Great 2016 and Beyond

Before we get to the 3 Strategies, let’s start with a simple formula you can use for any aspect of your business. Nothing magic here; simple and effective: Vision > Strategies > Tactics....

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Why BGAs Must Own Retail

Today’s independent distribution channel faces extinction as a wholesale entity due to it’s inability to recruit agents who may not be loyal. Today’s independent distribution channel faces a strategic...

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Why We’re Failing Our Policyholders

Simple but critical concepts, like the cost of delaying a term conversion, must be done annually with a needs review. A policyholder with a $75,000 term policy called in to change his address. Let’s...

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2016 Reading List to Make Your Most Sales Ever

It’s February, so your resolve towards your new year’s resolutions has probably slipped away from the fanatical and more towards the realistic. And that’s good! Attainable – in other words goals that...

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3 Ways You Know You Have a Great Insurance Marketer

Meeting with marketers is a fact of life for agents and advisors. If you aren’t keeping in touch with the people who create the products you offer your clients, how can you be sure you’re providing...

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How to Use YouTube to Bring in Clients

If you are looking for information or need to know how to do something, where do you go? If you are like most people, you go to the internet and search for it. What are the top two search engines? You...

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A Complete Guide To Your Elevator Pitch with 16 Unique Examples

When you have an astoundingly interesting elevator speech, you can hook people instantaneously.  Your goal is to get them to say, “How do you do that?” If you think about it, as a financial advisor or...

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An MDRT Strategy: 4 Essential Elements to Make Top of Table

The financial industry is continuously developing and becoming increasingly complex. It’s imperative for you to stay up-to-date with these changes and successfully manage a business at the same time....

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