Finding qualified candidates is always a priority at insurance agencies and firms – but with more advisors reaching retirement age plus a recent surge in younger generations buying life insurance, the need for new talent is clear.
Recent posts by Krystal Lockwood
Life insurance advisors must continue to find new clients to survive and thrive. But in the increasingly competitive and rapidly changing life insurance industry, it can be difficult to stand out. Advisors not only have to compete with each other these days, but they’re also facing new competition from insurtech startups selling life insurance directly to consumers online.
Topics: Insuretech & Technology
Maintaining and growing your client base is always on your mind as a life insurance advisor – and it’s on our minds at LegacyShield too. That’s why a component of our insurance connectivity platform is designed to help you build stronger client relationships and dramatically increase your referrals while cutting out fruitless prospecting tactics.
Topics: Business Building Advisor Insights
Americans are losing out on billions of dollars of personal property – and most of them don’t know it.
We’re all experiencing dramatic shifts in our lives due to the novel coronavirus pandemic. One of the most significant ones is that millions of Americans are now working from home to help stop the spread of the virus.
Topics: Best Practices
In our current world, generational lines have been drawn in the sand like never before. The buying habits, values, wants, and needs of Millennials have only just begun completely reshaping many mainstay industries from the ground up as businesses evolve to meet the demands of a brand new demographic. Millennials were the first generation to have technology fully integrated into their lives from inception, and this access to immediate information on a variety of topics has transformed the landscape of consumerism as we know it.
Topics: Best Practices Business Building
Regardless of your line of work, client base, or professional experience, connection is always key when building successful relationships. As a financial advisor or any other financially integral professional, your relationship with your clients is often part of a much larger and more vertically integrated story. Throughout the process, you become privy to the most personal parts of your clients' lives and livelihoods. You end up discussing not just their financial goals but their hopes, dreams, and legacies. These topics deserve a reverence all their own, and connecting with your clients through a combination of honest communication and trust-building is paramount to the success of the professional relationship. Below, we’ve gathered our top tips for how to build meaningful relationships based on trust and transparency to bring your business to the next level.