Jason L. Smith

Are you nervous about asking your clients for referrals? Does it make you feel uncomfortable or pushy to approach the subject?

Finding and securing the “right fit advisor” for your firm requires three important and well-planned phases. #sales #advisors #business

Annuities and everything related to their advantages, disadvantages, risk, and maintenance components. #annuities

Listen today and find out key components you need to know in regards to Medicare Parts A, B, C, and D!  #medicare

You probably already have a rainmaker or two in your office, so how do you know when it is time to hire another? #financialadvisors

There is an incredible amount of uncertainty surrounding the Federal disaster relief efforts available to small businesses today. #EIDL #PPP

Discover how elite advisors are transforming their financial practice and reaching new heights of business success. #success

To win over more prospective clients, you’ll need to get to the root of what, exactly, they want in a financial advisor. #financialadvisors

Having a named process can be a huge differentiator for competing against other business and getting clients to move forward with you. #financialadvisors

The current virtual environment has created a great opportunity for advisors. #financialadvisors #virtual #communication #opportunity

Discussing long-term care needs is an important part of any complete financial review or new prospect conversation. #insurance

Do you have big aspirations for your firm’s growth? Do you want to bring in $100 million in new assets in one year? #financialadvisors

A break down a holistic planning approach and why there is value health as a part of the wealth management process. #financialadvisors

Advisors are poised right now to reach clients and prospects in a way that they’ve never been reached before. #financialadvisors

One of the ways financial advisors can operate in an offensive manner right now is reaching out to current clients to share new strategies.

Virtual meetings are going to allow you to survive by continuing to bring on new prospects and clients during any time. #marketing #sales

Are you on target to meet your new business goal?  Are you getting prospects in the door, but having trouble converting? #sales #prospecting

Two of the most transformational professional alliances can come between a financial advisor and an attorney. #alliance #finance

Measuring your client’s volatility tolerance is valuable for clients of any demographic, it becomes a larger issue post-retirement. #retirement

Ask These Questions to Increase Closing Ratio by 72.3%

An Asset Allocation Strategy Clients Will Understand