How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year…. Read More
Agency Building Archives - Creative Edge
Advisor grows practice by 229%. See how.
Related terms: Agency Building, Annuities, Case Consulting, Case Studies, Customer Relationship Management, Practice Management, Product Training & Knowledge, Sales Strategies, Technology / Software, Training
Complimentary Retirement Planning Software for CreativeOne Agents
Learn about the 2018 Income Maximizer (IMAX) Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to uncover potential Roth conversion opportunities using IMAX’s new Bracket… Read More
Related terms: Agency Building, Annuities, Case Studies, Practice Management, Product News, Product Training & Knowledge, Sales Strategies, Technology / Software, Training
Who really is Jonathan Lee? Hear what he can do to your practice.
Acclaimed speaker and CEO of the Foundation for Financial Education, Jonathan Lee, visited more than 40 sales offices around the country in 2017, and he’s ready to share what he’s learned with you, if you’re ready to listen to his advice. Why not come and hear what he has to say? Lee has experience turning his… Read More
Related terms: Agency Building, Annuities, Lead Generation, Marketing, Practice Management, Referrals, Technology / Software
In-Person IMAX Training
Join us for a live 1 1/2 day in-person event in Scottsdale, Arizona hosted by Thomas Gold Solutions. Super charge your knowledge of Income Maximizer. 10 hours of software education and appointment training. Small class size, 14 attendees max, breakfast & lunch included. Multiple locations and dates for your convenience. March – Scottsdale (March 22-23,… Read More
Related terms: Agency Building, Annuities, Customer Relationship Management, Practice Management, Sales Strategies, Technology / Software, Training
Meet Matt. He Lost But He Ultimately Won.
A story’s worth a million words. Rather than tell you about ChangePath’s effect on a hypothetical firm, we thought we’d show you a real advisor, Matt, talking about what it did for him. Matt Green had $15 million in assets under management (AUM). Then he lost a key operations person. But — as the cliché goes —… Read More
Related terms: Agency Building, Annuities, Case Studies, Customer Relationship Management, Practice Management, Product Training & Knowledge, Sales Strategies, Technology / Software
Fall Into a New BD Relationship
There’s no time like the present to evaluate your future. The next broker-dealer offer awaits you. Fall’s here, and thus the time many advisors are evaluating their bd relationships … is it still symbiotic for both parties? For some advisors, yes. However, some are left in the aftermath of bd acquisitions who have continually brought… Read More
Related terms: Agency Building, Practice Management, Wealth Management
Growing the Next Generation of Professionals
Our profession is facing one of the greatest challenges it has ever seen. With the decrease of insurance professionals and qualified wealth managers, our pool of industry professionals is shrinking. In this decade, we’ve witnessed the number of U.S. financial advisors falling for five consecutive years.1 Unfortunately, with the lack of advisors in the marketplace,… Read More
Related terms: Agency Building, Life, Marketing, Planning Tools, Practice Management, Wealth Management
Make Publicity Your Best Friend
Capitalize on your knowledge and expertise in your own local market with Instant Authority. Our program not only guarantees your appearance on your local news station or in a major publication, but positions you as an expert, helps you gain credibility and trust and builds brand awareness in your community. Let’s face it—publicity matters. Publicity… Read More
Related terms: Agency Building, Branding 101, Lead Generation, Market Niches, Marketing, Online Marketing
What’s the New Status Quo for Investments?
The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing TAMPs? Around $3 trillion is running on TAMPs, pushing out traditional in-house portfolio construction assets under management… Read More
Related terms: Agency Building, Customer Relationship Management, Investments, Practice Management, Strategic Partnerships, Technology / Software, Wealth Management
Be the Financial Partner Women Are Looking for
Turnkey Presentation. Empower Women. Underserved Market. Join the marketing programs manager, Jessica Scheuler, channel marketing manager, Sarah Williams, VP of annuity sales, Aaron Grady, and annuity business sales consultant, Brad Hawkinson, for an informative marketing webinar. Wednesday, May 24 11:30 a.m. CST 9:30 a.m. Pacific / 12:30 p.m. Eastern Sign Me Up! >> During this 30-minute Women and… Read More
Related terms: Agency Building, Customer Relationship Management, Lead Generation, Marketing, Practice Management, Women's Market