By JDolan, on August 25th, 2010
CEO Sandy Haviland has written his second blog post on Insurance Ecosystem. As a continuation of his first post, Technology Can Turn Your Policyholders Into Your Salesforce, his newest post, Electronic Leads Turned To Person-To-Person Contact, stresses the importance of using social media as an introduction with clients and also for lead generation. In the insurance world
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By JDolan, on August 24th, 2010
Financial Advisors
Financial Advisors Doing Better Job Talking With Clients
(FA News)
Financial advisors are observing a shift in their clients. Over the past year, studies show that clients seek counseling services in addition to the financial advising they already receive. Due to this, advisors must change their ways in order to adhere to the needs of their
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By JDolan, on August 3rd, 2010
Financial Planning
Wealthy Investors Wary of Risk; Want More Touchy-Feely Service
(FA News)
Recent surveys show that wealthy clients desire services from advisors that touch upon their emotional needs, not just their financial ones. According to a survey in the World Wealth Report, clients seek for methods to gear towards catering to the emotional side of advising.
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By JDolan, on August 3rd, 2010
Technology Can Turn Your Policyholders Into Your Salesforce
(Insurance Ecosystem)
In Sandy’s blogging debut on Insurance Ecosystem, his post “Technology Can Turn Your Policyholders Into Your Salesforce” provides insight on the ways in which insurance agencies view their policyholders. He expresses the importance of working with what you have, for example, utilizing existing policyholders and social media for
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