By Jaime Ramirez February 22, 2024 Top Financial Professionals Kick-Start 2024 at the LifePro Summit Sales & Marketing During this year's LifePro Summit, independent financial professionals and strategic partners from across the nation gathered in San Diego, CA to learn the latest sales and marketing solutions. Read this post
By Jaime Ramirez February 5, 2024 Episode #317: Using AI to Write Sales Emails in Under 3 Minutes Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime provides tips for using AI to save advisors time and money by increasing the efficiency and efficacy of communicating with clients. Read this post
By Brittany Maples December 5, 2023 From Boomers To Zoomers: The Seasoned Silver-Haired Advisor’s Guide To The Zillennial Gold Mine Sales & Marketing In Brittany's article featured in Broker World Magazine, she reveals the secrets to working with younger generations and how to reach the recipients of the Greatest Wealth Transfer to expand your business. Read this post
By Allee Marchini November 27, 2023 Episode #310: How to Inspire Your Clients to Take Action Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee offers tools and tips for increasing conversions by speaking to individual client needs and reinforcing their confidence in your authority. Read this post
By Sal Mendoza October 30, 2023 Episode #306: How to Become an Elite Advisor Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal reveals insider information from our top advisors to share the tools and resources that exponentially grow their businesses so you can replicate their success in your own. Read this post
By Jaime Ramirez October 9, 2023 Episode #303: 3 Reasons to Build Your Company's Vision Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime delves into the importance of establishing your company's vision with a compelling mission statement to fulfill your ultimate potential. Read this post
By Allee Marchini August 21, 2023 Episode #297: How to Create Value for Your Customers Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee covers three repeatable steps that business owners should incorporate into their process for building client relationships to grow their business. Read this post
By Sal Mendoza July 17, 2023 Episode #292: Outpace the Slowdown of Summer Sales Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal points to the historical reports of advisors’ events during the summer months to demonstrate that opportunities for success are abundant during this time and should be taken advantage of. Read this post
By Jaime Ramirez July 3, 2023 Episode #290: 5 Ways to Get Qualified Leads to Chase You Instead Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime reviews antiquated marketing methods to contrast them with the advanced strategies for prospecting that LifePro developed to maximize effectiveness in the digital age. Read this post
By Sara Sullivan June 26, 2023 Episode #289: Utilizing LIMRA to Better Your Business Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara presents her findings on all that LIMRA offers and provides examples of the advantageous information that can benefit a financial professional’s business. Read this post