As we celebrate Dr. Martin Luther King’s life today and his message of peace, love, and healing, it reminds us all that one person can make a huge difference in our world. I’ve been doing significant research leading up to today. For many years, I’ve been given an opportunity to…
Continue Reading....Author: Tripp Braden
How can financial advisors build successful partnerships in 2019?
How do you build stronger partnerships with centers of influence? What does it take to build key partnerships with people who can help you build your practice? Can building extraordinary partnerships be a successful client acquisition strategy?
Continue Reading....Who are the next generation of digital sales leaders?
What does the future of sales look like? How do insurance organizations attract the best people to the sales profession? Our answer is to help the next generation of insurance sales professionals become digital sales leaders. Things are changing, sales are changing, and we have a solution that can help…
Continue Reading....Merry Christmas, Seven Gifts You Should Bring Your Clients in 2019!
Merry Christmas. Happy Holidays. How will you serve your clients better in 2019? What gifts should you bring your clients in the coming year? These are the gifts that can help make a difference to others in your lives.
Continue Reading....How Can Advisors Get More Referrals to Grow Their Practice?
How do you find more business, improve your speed to market, and create a network of raving fans? For financial advisors, it is critical to make every call count. Many sales experts say it takes over eight calls to close your first deal with a new client. Can getting referrals…
Continue Reading....Who Are You Thankful For This Thanksgiving Season?
Happy Thanksgiving! Every year my list of what I’m grateful for gets longer and every year I become more thankful for the people who have come into my life over the prior12 months. Who are you thankful for?
Continue Reading....Insurance Professionals, Are You Selling Like It’s 1999?
I got a note from a friend who I worked with in the late 1990s. He and I had a great time selling sales force automation into the insurance organizations with a large value-added reseller. We spent many, many weeks with their agents, brokers, and sales and marketing leaders. It…
Continue Reading....How to Grow Your Insurance and Advisory Business in 2019!
It’s time to explore how we can grow your insurance and advisory businesses in 2019 and beyond! What does it take to get your business to the next level of success and impact? What do you need to know to grow your business in these transformational times?
Continue Reading....Advisers, How Can You Build Great Strategic Partnerships?
I recently had an interesting call with an executive at a large insurance agency. I’m working on a project that requires me to help train agencies and accounting firms about leveraging strategic partnerships to grow their organizations.
Continue Reading....What are the critical numbers for your advisory practice in 2019?
Last week we talked about how financial advisors can better understand their clients needs for a successful 2019. Using the soft side of client relationships ensures a seat at the table. Today we help you evaluate what are the critical numbers you need to monitor closely in 2019 to build…
Continue Reading....