The Power of Storytelling

Posted by Richard "Dick" Cleary on Feb 18, 2020 3:10:34 PM

Since LinkedIn launched in 2003, the professional social networking site has grown to more than 630 million registered members. In addition to the basic and premium services, LinkedIn Talent Solutions offers LinkedIn Recruiter, a platform to search, connect with, and manage candidates. Regardless of which level you use with LinkedIn, it can be a powerful tool for finding new associates for your agency and remains the preferred method of recruitment for most businesses. Facebook and Instagram are gaining in popularity, especially to reach younger applicants who aren't as active on LinkedIn. Yet, for agencies who are beginning to use social media as a recruiting platform, or for agencies who are looking to expand their social presence, LinkedIn is the place to start. Here are some guidance tips to use when using LinkedIn to recruit new associates for your agency:

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

The Importance of Measuring Training Results

Posted by Richard "Dick" Cleary on Feb 12, 2020 11:02:46 AM

It is important to measure the effectiveness of training, yet many organizations don’t take the initiative to do so. If you don’t measure the impact, you won’t know whether your training is worth your investment.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Have You Tried E-Learning Yet?

Posted by Richard "Dick" Cleary on Feb 11, 2020 10:47:06 AM

Corporate training managers are constantly searching for new methods that will be
effective — and cost-effective — to ensure as high a return as possible on training. They like e-learning, or online training, because it is quite affordable when compared with classroom-based training.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Considering a Management Role – Consider Two Key Responsibilities

Posted by Richard "Dick" Cleary on Jan 15, 2020 9:28:28 AM

Top financial and insurance producers who are considering a move into management often wonder how a leadership role differs from that of sales. Obviously, recruiting is the most important role managers play in a firm or agency. Two other vital functions are facilitating and participating in joint calls with associates and building accountability into producers’ sales efforts.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

How to Build an Insurance Agency the Right Way

Posted by Richard "Dick" Cleary on Jan 14, 2020 7:43:58 AM

You've created a business plan, focused on logistics, and launched your
insurance agency. Perhaps you've been in business for a few months or a
few years. Once the dust settles from your initial launch, it's time to revisit,
reevaluate, and reset your goals, so your agency continues to thrive. This
guide extends beyond the logistics of starting an insurance agency and
provides detailed information on how you can grow your business, boost
your work culture, and optimize digital marketing tactics, resulting in an
improved overall performance.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

How to Prospect for Life Insurance Clients on Social Media

Posted by Richard "Dick" Cleary on Jan 6, 2020 9:50:36 AM

Pew Research Center estimates approximately 70% of those in the United States use at least one social media platform for entertainment, information, and connecting with others. When examining social media use by age group, 88% of those from 18 to 29 use at least one social media site, and 78% of those 30 to 49. More than half of all users spend time on a social media platform at least once per day, with Facebook as an exception; three out of four Facebook users visit more than once daily. If you aren’t yet leveraging social media to attract life insurance clients, you are missing out.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

A Six-Step Guide to Writing an Effective Elevator Talk

Posted by Richard "Dick" Cleary on Dec 18, 2019 9:43:54 AM

When you have a polished, well-practiced “elevator talk,” you can easily introduce your practice to potential clients, nominators and referrals in any situation. After all, you never know if you’re talking to that one person who might be able to help take your practice to the next level. Using a short but well-planned elevator talk is an effective way to present your unique value proposition to people in an engaging way.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

Formality in Training Develops Discipline

Posted by Richard "Dick" Cleary on Dec 17, 2019 11:09:43 AM

Two of the most important individual traits of success are drive and discipline. In Albert E.N. Gray’s “Common Denominator of Success” talk decades ago, he stated, “The secret of success of every man who has ever been successful lies in the fact that he formed the habit of doing things that failures don't like to do.”

Having discipline allows us to form the habits we need to become successful. This is true in all walks of life, whether it’s improving one’s golf swing or making the required number of calls each day.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

The Benefits of Allowing Producers to Work from Home

Posted by Richard "Dick" Cleary on Dec 11, 2019 8:02:27 AM

Working from home is becoming an attractive option for many people who have long commutes or find that they can concentrate better without the distractions of being in an office. If you are a manager who hasn’t considered the work-from-home option for your agents or advisors yet, it might be time to consider the many benefits.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

The Formula for Cross-Selling Success

Posted by Richard "Dick" Cleary on Dec 10, 2019 10:22:06 AM

High-performing, growth-oriented agencies and firms
benefit from a disciplined and strategic cross-selling plan.

To “cross-sell” is to sell related or complementary products to an existing customer. Cross-selling is one of the most effective methods of marketing.

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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance

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