p&c

All posts tagged p&c

The New Rules for Approaching Advisors

by Tiffany Markarian

There are new rules for approaching and insurance professionals. As we have seen for centuries, when a crisis happens, insurance is there. When markets become volatile, financial advisors often see an uptick in insurance activity. The insurance industry has always been there to keep families and businesses whole and provide supplemental income in times of need. Sometimes, however, it takes a crisis or a pandemic to create that indelible reminder in the minds of advisors and clients of the need to protect your health, economic security, and emotional security. Insurance involves much more than managing potential risk; it is a critical survival tool.

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Tiffany MarkarianThe New Rules for Approaching Advisors

Finding a Good Center of Influence Relationship

by Tiffany Markarian

One question many financial advisors will ask is “How do I get more referrals from my center of influence (COI)?” or “How do I go about finding a good center-of-influence relationship?” It is enticing for financial advisors to expand their network, but many soon realize setting up a strategic alliance or professional COI relationship does not automatically turn on the flow of referrals. There needs to be a marketing and business development strategy in place, clear expectations and proper due diligence on their value and service philosophies.

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Tiffany MarkarianFinding a Good Center of Influence Relationship