|There's no secret that lead generation is a vital part of any financial services business. Yet, it can easily be a silent killer. Why? Because often there's no automatic alert to tell you when lead generation is slipping.|
Optimal Outcome Insights - Page 8
Since 2006, Benchmark Business Group has worked extensively with insurance agents, financial advisors, field leaders and professionals in the financial services industry. Our newsletter Optimal Outcome Insights provides additional value to financial services professionals in short and thought-provoking articles with practical insights. Delivered to your inbox on the 1st and 3rd Tuesday of each month, these insights will challenge you to design your Agency to achieve optimal results. You can sign up here or read published Optimal Outcome Insights below.
If you don’t find an article to meet a particular need, you can rely on our Business Owner Insights articles, found here. Most Agency owners sign up to have both delivered to their inbox, giving them one article a week to assist them in achieving better results.
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Would you rather your clients start over with their financial planning each calendar year?
Would you rather they sit down with you and DESIGN a lifelong plan?