Savvy Strategies Archives - Page 3 of 4 - Creative Edge

Have you experienced this? You call a “leads vendor” that promises to identify qualified, affluent consumer leads for you. Subsequently, the lead you contact either tells you to buzz off – or you meet with them only to discover they have minimal assets. Grrrrr. If the old saying “Time is Money” rings true, there is… Read More

If you want your business to fly at “peak performance” or just want to improve the efficiency of the way you run your office — we can show you ready-to-implement ways successful producers: Increase client demand and referrals Deal with client objections and conflict Get a “yes” in 60 seconds or less Understand the mind… Read More

If you’re like me, you usually keep magazines around – on your nightstand or coffee table – until the next issue arrives. There’s something about a quality magazine that compels you to read, and re-read content before eventually setting it aside. Truthfully, the longer something stays around, the longer it holds sway over you. In… Read More

You can be a valuable asset to your baby boomer clients and gain two sales in the process. We’ve seen the reported spike in capturing the business-owner market in journals and media. The increased attention is because the United States has 10,000 new baby boomers each day, and some of these boomers are business owners… Read More

Ask any woman about being dissed or ignored in a business situation, and she’ll most likely have a story. It might be about the car salesman who asked her when the decision maker would be arriving. Or about the banker who directed all of his questions to her husband. No matter the situation, she knows… Read More

You’re probably familiar with the saying, “Don’t put all your eggs in one basket.” For clients who experienced a great deal of loss in the market crash of 2008, this phrase rings resoundingly true. Given the challenging economic environment we continue to face, the benefits of indexed annuities have never been more apparent. They offer… Read More

You’ve heard it time and again from clients. You’ve read about it in dozens of articles and publications. There’s even statistical evidence to support it. All in all, you’re bombarded with the fact that clients today are concerned with income – particularly the possibility of outliving the one they’ve planned for in retirement. Meanwhile, you’re… Read More

Life is full of challenges. In fact, sometimes it seems as though there’s one around every corner. And if we’re not paying attention, it’s easy to be so distracted by these issues that a myriad of opportunities to accomplish the unthinkable might pass us by. This year’s keynote speaker at our fifth annual Learn To… Read More

As we approach the end of 2012, it is only natural to reflect on the events of the year. For Creative Life, 2012 has brought many changes. Most notably has been a reorganization within the department to establish close-knit teams to better serve your needs. The team concept includes a Life Sales Relationship Manager (LSRM),… Read More

We place value on just about everything in our lives. Some things like family, friends and mementos from our past we consider invaluable. Sometimes we assign a dollar amount to an item, which is necessary when we go to buy, sell or trade it. Yet when you think about the inherent value of your book of business, how do you determine how much a client is worth to your practice? It can be a lot more complex than simply taking into account his or her assets under management. It’s important you consider the potential clients have for helping you grow your business … and that you act accordingly by showing them real appreciation.