When the Ladies of Insurance coverage Transfer Into Monetary Planning


It can offer you the time to say sure to what issues most.

A suggestion on the right way to say no is re-framing the request: “I wish to say sure, however…” That means, you’re saying no to the request, to not the particular person.

“Bringing Character and Authenticity To Your Advertising and marketing”

Presenters, from the Carson Group: Minna Burns, senior vice chairman, shopper advertising and marketing, and Samantha Allen, senior vice chairman, digital advertising and marketing

Think about using these methods:

  • Create an e mail technique. By gifting away content material totally free, while you do attain out to the prospects they’re extra conscious of you.
  • Use Fb and Linkedin. Fb teams are an amazing place to start out. LinkedIn works nicely for concentrating on enterprise professionals since vital particulars corresponding to job titles, skilled designations, and years in enterprise are all constructed into the person profiles.
  • Use Instagram for youthful targets or you probably have a visible story to inform.
  • Contemplate podcasting and livestream-broadcasting to repurpose content material from occasions and to extend attain.
  • Create a shopper referral technique and center-of-influence technique.
  • Have a look at the analytics of what labored final 12 months. The place did your purchasers come from? What number of purchasers did you shut?
  • Determine your advertising and marketing objectives and your advertising and marketing finances.

Final, however positively not least: In an change of emails with the audio system, I requested a couple of suggestion for growing my very own 2024 advertising and marketing objectives.

Their response: “The Annual Reflections Information”:

  1. What went exceptionally nicely this 12 months? What have been your successes?
  2. What have been you most happy with this 12 months?
  3. What have been a few of your greatest challenges this 12 months?
  4. How did you present up as a pacesetter this 12 months?
  5. What should you or your corporation enhance, develop or change to make extra progress quicker?
  6. What alternatives are you able to see that you just haven’t pursued?
  7. What, if something, is holding you and your crew again proper now from performing and executing at your highest stage? What should occur to remove this impediment?
  8. What did you study your self this 12 months?
  9. What did you study your corporation this 12 months?
  10. Realizing what you recognize now, when you might return and provides your self recommendation originally of the 12 months, what would it not be?
  11. What classes realized do you wish to carry ahead with you this 12 months and past?
  12. Have been there any main shifts in your values, mission, or imaginative and prescient this 12 months? What precipitated these?

Private word: Lengthy-term care is one space within the monetary companies enviornment the place ladies have damaged the glass ceiling. And I’m very proud to disclose that I’m a co-founder of a bunch of the highest 20 ladies within the LTC business.

We’ve got been assembly twice a 12 months for 23 years. (The primary assembly was at my home, and my husband did the cooking.)


Margie BarrieMargie Barrie, an agent with ACSIA Companions, has been writing the LTCI Insider column since 2000. She is the creator of two books and a frequent convention speaker.

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The Fearless Lady, at Excell Characterize. Credit score: Carson Group

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