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ideas at work
Believing firmly that “none of us is as smart as all of us,” we created the Ideas at Work webinar series – a great opportunity for our advisors to hear directly from one another about sales, marketing, client relationship and operational ideas that are working very well in their practices.
You can tune in the first Friday of each month at 10 a.m. central time to hear firsthand from one of our successful advisors about strategies they are currently using in their business to bring them success
I always look forward to Advisors Excel's webinars! I'm able to immediately use the materials and techniques I learn on the calls. They provide extremely helpful information on marketing opportunities and strategies.
Recent Ideas at Work topics have included:
- How to use annual review to generate millions in new business as well as countless qualified referrals
- Proven story selling and step-by-step appointment processes from Advisors Excel’s #1 annuity producer
- Meaningful ways to connect with clients during the holidays and throughout the year
- Exactly what to look for when hiring full-time marketing support
- The benefits of niche marketing vs. conventional mass marketing approaches
- How to leverage the power of radio to enhance credibility, increase seminar attendance and boost closing ratios
- How to make a successful transition from an insurance-only to an Investment Advisor platform
