Insurance and Financial Advisors – Build Profitable Relationships at Client Events With Event Themes

Dynamic Leadership

Research confirms that insurance and financial advisors who are proficient in building relationships achieve more referrals and greater success. In a recent study of Fortune 1000 companies, researchers at Booz Allen Hamilton and Northwestern University’s Kellogg School of Management found that the most financially successful companies are more relationship focused than sales focused. That’s their “differentiator.”

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The Successful Event Strategy


You’ll be tired a lot and working hard, because a successful special event doesn’t just happen. It takes tremendous effort and manpower. Not counting the planning and promoting. It’s a challenging task that, if not pulled together properly, won’t go over well. And that’s pretty disappointing after all the time and energy expended. [Read more…]

Trade Show Sales Success

sales success

Exhibiting in an industry trade show is the best marketing vehicles to sales success by physically obtaining access to potential and existing customers. It is an excellent opportunity to display your product or service to the largest number of people at any single event. In fact, it can generate more leads than you can obtain in the field during a whole year. Exhibiting can provide an excellent opportunity to learn more about your industry, obtain ideas, form strategic alliances, attend educational seminars, develop relationships, and check out your competition. [Read more…]