sales training

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“Final Four” March Madness Marketing Strategies

by Tiffany Markarian

It’s March Madness and we are sharing the “Final Four” marketing strategies for financial advisors and insurance professionals  There are a plethora of marketing strategies and tools available, but when you try to execute them all, things can get haphazard. We are sharing the “Final Four” tactics that should be part of every effective marketing or business development plan.

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Tiffany Markarian“Final Four” March Madness Marketing Strategies

The New Rules for Approaching Prospects

by Tiffany Markarian

Gear up everyone. There is a new set of rules for approaching prospects and clients. As we look back on this past year, it is clear the pandemic has left people fatigued, stressed, and frustrated. The ongoing disruption and losses have caused people to reflect on things. Prospects and clients are asking themselves, who is truly bringing value to my life? Who is helping me feel secure amidst all this chaos? Is the money I am spending to work with a financial professional delivering the outcomes and experience I want?

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Tiffany MarkarianThe New Rules for Approaching Prospects