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Instant Insights

Instant Insights / Top Tips for Advisors

Ideas and tips for advisors on marketing, prospecting, sales, fees -- the things that ensure you'll have a practice to manage now and in the future.

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  • Best Practices

    14 cold calling tips: Because cold calling still works

    Bryce Sanders | July 27, 2018

    Lotteries and cold calling share two characteristics: The cost is minimal and the payoff is substantial.

  • Best Practices

    5 ways for experienced advisors to get back into prospecting

    Bryce Sanders | August 02, 2018

    Your clients are retiring, and you know you need to fill that pipeline -- here are some prospecting tips to remind you how you did it before.

  • Expert Opinion

    Keep prospects engaged with these 8 questions

    John Graham | August 07, 2018

    When agents ask more questions, they may talk less — and listen more.

  • Best Practices

    5 ways sales teams can get more out of their CRM

    Xavier Musy | August 14, 2018

    While sales reps have long been using CRMs, most aren’t getting as much out of them as they could be.

  • Best Practices

    5 sales tips you might want to steal

    C.J. Marwitz | April 18, 2018

    Salesperson or subject matter expert: Which one are you?

  • Load More Stories
  • Best Practices

    The key to attracting new clients

    Emily Zulz | July 31, 2018

    A Schwab benchmarking study finds that firms using one particular strategy attract 26 percent more new clients.

  • Best Practices

    Can you speak 'plan-sponsor-speak'? – Carosa

    Christopher Carosa | July 03, 2018

    3 communications tips for plan advisors to keep in mind when talking to plan sponsors.

  • Best Practices

    How advisors can survive and thrive in a fee-conscious era

    Alan Goforth | May 24, 2018

    It may seem tough, but advisors are best served by viewing today's fee-conscious environment as an opportunity.

  • Market Insights

    5 benchmarks every 401(k) advisor needs to know

    Eric Ryles, Chris Nicholls, and BenefitsPRO editors | July 30, 2018

    From 401(k) contributions to participation rates, and more -- check out JDA's top 5 benchmarks in this interactive infographic.

  • Market Insights

    For 401(k) advisors, no more ‘accidental fiduciaries’

    Nick Thornton | July 27, 2018

    Despite fiduciary rule's demise, plan sponsors will demand fiduciary services, says Janus Henderson Investors VP Matt Sommer.

  • Load More Stories

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