Advisor Today

Advisor Today

  • 2901 Telestar Ct
  • Falls Church, Virginia
  • 22042

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By Maggie Leyes The following are audio articles, or podcasts, that you can listen to at your convenience—on your computer, your MP3 player or burn it to a CD. If you’ve never subscribed to a podcast, or downloaded an audio file, see the tinted box at the bottom for instructions on how to start. Be sure to subscribe to this podcast series, Building a More Successful Practice, so you always have the latest podcast waiting for you. Also, tell us what you think about the podcasts, or send suggestions of topics or people you would like to see covered. Send an email to Ayo Mseka at amseka@naifa.org . Ramp up Your Life Sales! Top of the Table producer Rob Eddy shares some of his best practices—what he calls his game plan—on how to sell more life insurance. He also gives you a super easy way to open the door to the business marketplace, even if you’ve never done it before. Tips for Ending the Year Strong (and Starting the New Year on the Right Foot) It’s not about luck; it’s about taking a calculated look at your practice and putting the proper processes in place. Connie Golleher, principal of the Holleman Companies and president of NAIFA-Greater Washington, D.C., tells you how she and her colleagues plan to make the most of the next 31 days. She also explains how to use both your successes and your failures to chart a course for the coming year. It’s Time for a New Investment Approach It’s critical for you to start using new investment strategies with your clients, says Gurinder Ahluwalia, president and CEO of Genworth Financial Wealth Management. Learn how to use the analogy of sailing vs. rowing to turn around the investment conversations you’re having with your clients. In addition, Ahluwalia shares three best practices that you can implement in your business. Three Simple Practice Management Ideas with a Big Blast Radius Here are easy-to-implement ideas that can revolutionize the way you do business. One idea is so simple and has such a big impact that there’s no reason not to start using it tomorrow morning, says practice-management guru Kirk Hulett. Pump Up Your Professional Referrals It’s time to expand your business by putting a centers-of-influence marketing program in place. Jim Pittman, an MDRT Top of the Table qualifier, shows you how to start getting top-quality (and ongoing!) referrals from attorneys, CPAs, bankers and other planners. It’s Never Been Easier to Sell Whole Life (Than Right Now!) MDRT Court of the Table member Timothy Radden, CLU, ChFC, thinks that now is the best time to sell whole life insurance. He tells you why the time is right and how to find the prospects who will easily sign on the dotted line. Seeing Your Name in Lights Well, perhaps not lights

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