18 Reasons Pizza Is A Legit Financial Savings Tactic

19 Quotes That’ll Remind You why You Love Advising Others

By Julie Sloan | December 18, 2018 | 0 Comments

1. To help others achieve the impossible! Source: Painted Teacup Some clients that reach out advisors often need to learn basic investing concepts. They have big dreams they want to achieve and nary the resources with which to do it. But we love watching them learn and grow! 2. Advisors…

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17 Babies Who Know It’s Never Too Late to Save for Retirement

By Julie Sloan | October 18, 2018 | 0 Comments

Gotta start saving for that retired life now. This baby crying over the decline of employer pensions. Source: Reddit This baby just sheltered $50,000 in pre-tax contributions to a SEP IRA. He’ll explain what that means when his teeth come in. Source: Reddit Well, well, well, looks like someone’s capping…

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11 Drivers That Are Causing Nightmares To Their Insurance Agents

By Julie Sloan | October 17, 2018 | 0 Comments

1. “Can I take the pump home with me?” badpriusdrivers / Via instagram.com 2. “Does this truck go in water?” theoceanram / Via instagram.com 3. “Like a gloooove” badpriusdrivers / Via instagram.com 4. This driver who just couldn’t wait for his root canal. djtommyfixx / Via instagram.com 5. This driver…

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Eleven Business Cats that any Insurance Agent would be Purr-fectly happy working with

By Julie Sloan | October 17, 2018 | 0 Comments

There’s no way you can turn your nose up at the thought of working with one of these furry guys. Dressed to impress and ready to paw up some policies, the friendly felines will brighten your day and perk up your smile: The eagerness in this little fella’s eyes isn’t…

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How To Build A Personal Brand When You’re A Financial Advisor On A Budget… For About 5 Bucks

By Julie Sloan | October 10, 2018 | 0 Comments

Your brand is what other people say about you when you’re not in the room. —Jeff Bezos Let’s do a quick social experiment. Look at the front cover of my book. Do you like it? Whatever your answer (and I hope you said yes), chances are you made up your…

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How To Calculate Customer Lifetime Value (LTV) And Make More Money

By Julie Sloan | October 10, 2018 | 0 Comments

The result of long-term relationships is better and better quality, and lower and lower costs. —W. Edwards Deming Having helped to build one of the largest insurance lead generation companies in the country, I’ve heard practically every argument and excuse for why leads don’t work. And they usually come from…

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Use These 3 Powerful Web Trends To Generate Insurance Leads For Agents In Your Organization

By Julie Sloan | October 10, 2018 | 0 Comments

Take risks. Ask the dumb questions. Fail if you have to, and then get up and do it again. —Jaqueline Novogratz, entrepreneur Internet lead generation is a great way to find qualified customers. It’s a common strategy in the insurance world. Over the past 15 years, Internet leads have evolved…

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Lead Generation For Financial Advisors via Photo Hacking

By Julie Sloan | October 10, 2018 | 0 Comments

A picture is worth a thousand words. Over time, Michael Kitces of XY Planning has noticed something wrong with most advisors’ websites. Fixing it is simple but the change can make a world of difference in conversion rates. Put a picture on your website. It sounds incredibly simple, but it’s…

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How To Get On The News With This Weird Insider Technique Advisors Are Swearing By in 2019

By Julie Sloan | October 1, 2018 | 0 Comments

Try not to become a person of success, but try to become a person of value. —Albert Einstein   We work in one of the most regulated industries on the planet. Because of all the oversight, it can be very difficult to stand out. As a result, there’s a bit…

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12 People Who Were So ‘Extra’ With Their Cars, You’d Never Want To Insure Them!

By Julie Sloan | September 30, 2018 | 0 Comments

Oh, cars, they are amongst some of our most prized possessions. For some, they are our babies, and we treat them as such. For others, they are just a mode of transportation. Either way, we all know that we need to carry insurance on them when driving them. But there…

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