Building Awareness as an Institutional Financial Professional

March 3, 2018 | Author: Dan Overbey

So, you officially have your own conveniently located office inside a bank or credit union. Any day now, a flood of customers that came in to open a checking account or make a deposit are going to step into your office and ask for help, right? Unfortunately for us, financial institution clients are opting to …

2017 at IFP: A Year in Review

December 19, 2017 | Author: Jayne Alford

We started this year with a commitment to focus on three distinct areas: communication, data, and training. I’m pleased to say that over the past 12 months, we’ve made major strides in all three areas, in addition to a few others. In the spirit of bringing in the new year, I wanted to spend some …

Building Genuine Relationships for Potential Business Growth

October 18, 2017 | Author: Dan Overbey

In my line of work at IFP, I often have to build relationships with some unfamiliar faces. This means I’m constantly breaking out of my comfort zone, having some off-topic discussions, and turning those conversations into fruitful business arrangements. There’s no secret sauce or some mystical influence I have over other individuals – it’s just …

Retaining Clients Through a Transition

October 13, 2017 | Author: Ned Van Riper

If you have been in the industry long enough, you’ve heard horror stories about financial professionals changing firms or breaking away, only to lose a majority of their clients. This story is the same across numerous channels, including wirehouse, independent, and insurance-based or bank broker-dealer-affiliated financial professionals. These stories are sometimes fabricated by branch managers …

Partnering in Insurance

September 28, 2017 | Author: Jayne Alford

Time is the most valuable asset we own, especially in this industry. If you’re like us, an eight-hour work day is absolutely unachievable with the amount of work on our plate. For this reason, we rely heavily on our strategic partnerships to manage part of our heavy workload – and you should too. Offloading Contingency Planning …