When the Ladies of Insurance coverage Transfer Into Monetary Planning

It would give you the time to say sure to what issues most.

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

“Bringing Persona and Authenticity To Your Advertising and marketing”

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

Think about using these methods:

• Create an e mail technique. By freely giving content material free of charge, if 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 properly for focusing on enterprise professionals since vital particulars reminiscent of job titles, skilled designations, and years in enterprise are all constructed into the consumer 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 consumer referral technique and center-of-influence technique.
• Take 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?
• Establish your advertising and marketing objectives and your advertising and marketing price range.

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

Their response: “The Annual Reflections Information”:

1. What went exceptionally properly 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 largest challenges this 12 months?
4. How did you present up as a pacesetter this 12 months?
5. What should you or your online business enhance, develop or change to make extra progress quicker?
6. What alternatives are you able to see that you simply haven’t pursued?
7. What, if something, is holding you and your group 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 online business this 12 months?
10. Realizing what you understand now, when you may return and provides your self recommendation originally of the 12 months, what wouldn’t it be?
11. What classes discovered 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 induced these?

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

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

Margie 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 Woman, at Excell Characterize. Credit score: Carson Group