group of men and women standing at cocktail party (Photo: Shutterstock)

“The key to success is sincerity. If you can fake that, you’ve got it made,” comedian George Burns said. He was looking for a laugh. But as an agent or advisor, you want people to recognize that you are sincere, that your profession is a calling, not just a job. You care about your clients. How can you get that across?

Think about traits. What do people want in a financial professional? Knowledge and experience are high on the list. That’s not too tough – you’ve got it. If you are new to the business, the team’s got it. The firm certainly has it. But additionally, clients want the ideal agent to have honesty, integrity, to honor confidentiality and be a good communicator.  Put another way, they want to be an important client.

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events.
  • Access to other award-winning ALM websites including and

Already have an account?


BenefitsPro Broker ExpoEvent

BenefitsPro Broker Expo will help attendees prepare for new issues, embrace new challenges and find new solutions.

Get More Information


Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join now!

  • Unlimited access to - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including and
  • Exclusive discounts on and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.