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As a financial advisor, you’ve worked hard for your success. Imagine if an entire company worked equally hard on your behalf.
That’s where we come in. At Senior Advisory Group, we place our marketing, training and product experts - versed in creative strategies and innovative offerings - at your beck and call. A leading Independent Marketing Organization (IMO), Senior Advisory Group specializes in the annuity and life insurance field. We work one-on-one with you, helping to grow your business and enhance your ability to perform at the highest possible level.
As an entrepreneur in a changing market, you know that business as usual is no longer enough. We couldn’t agree more. So we make it a point to offer the most competitive products and services available, from case design and software to technical resources and insightful analysis.
We invite you to contact us and start a conversation that could improve your practice dramatically.
Join us in fabulous Costa Rica in November of 2012. We’re taking our top 45 advisors along with us on an Eco-Tour of Costa Rica. Click the link below for more details.
In today’s competitive environment, an advisor’s ability to both emotionally and intellectually connect with clients is based on engagement. Clients must know that you care, you are listening and you can provide solutions that are the best for them. Engagement ignites actions by building a bond that leads to long-term relationships. If your goal is to build advocates, being conscious of your ability to engage is critical to your success.
As more and more boomers retire, advisors are keeping in touch with clients through blogs and social media.
Social media is here to stay so here are some helpful tips and strategies to help build your practice.
Do you really understand the details of Income Base, Accumulation Value and Fees? Top National Marketing Consultant Tom Mergan delves into the basics of where your clients fees are really going and how it effects the client’s original principal.
This informative video from Trevor Hutchinson, will show you how easy it is to demonstrate the TBO™ strategy to your prospective clients. From calculating TBO™ to using Aviva Life Insurance Company’s newest illustration technology, find out why prospective clients are saying “I would be crazy not to do this.”
It is said that every special event is a marketing opportunity. In these economic times, every event is a marketing necessity. Hosting a special event for your clients is an easy way to create a completely new client base instantly. We’ve helped several of our advisors host their own events with amazing results. Download a complimentary 11-page guide with tips and solutions that will ensure your event will be a success.
Click here to learn more
One of the greatest challenges for advisors is getting in front of people. Successful advisors are back in the seminar business, because they work! Seminars are back in a big way and Senior Advisory Group advisors are closing record business. If you are looking for ways to close more appointments, you can learn directly from the experts that are building their businesses by hosting seminars monthly. Download this guide and learn how to host an effective seminar.
Click here to download the guide
An 11-page guide packed with Marketing, Public Relations, and Client Engagement Tips.
Click here to learn more
