As an Advisor, your business is important to you, and you would like to promote it on social media. But there are so many things to consider, where do you even start? We have got you covered with a plan to help get you started on social media. From knowing your market to tips on how to set up a social media profile, this 8-step plan will help you and your business get noticed! Continue reading “Social Media Platforms – Social Media For Your Business – An 8 Step Plan”
You own your own practice and would like to spread the good word about your excellent services and level of expertise. Great idea! If you’re not already on social media, have you considered it as way to promote your business? A fast, effective and free way to show your prospects and current clients who you are, social media can help you connect and build those long-lasting relationships. And in this line of business…. it is all about those Advisor-client relationships.
But is social media right for you and your practice? There are certainly a few things to consider… Continue reading “Is Social Media Right for Me? A Few Things to Consider”
You’re a successful Advisor but want to promote and continue to grow your business online – smart move, count us in! However, there are just so many social media platforms, how do you know which one is right for you and your business?
There are indeed more than a few and they’re all slightly different, but all are excellent modern marketing tools and with a little research, you can decide which one (or two or three!) are a good fit for you and your brand.
Recently, LIMRA published a study asking Generation Y (also called millennials) who they engage for financial advice. They found that 90% of those surveyed said that they would NOT seek financial advice from their parents’ Advisors because they “are not relevant” (1). Ouch. But what does it mean to be “relevant”? Well, if you want to reach the next generation of wealth, you need to meet them where they are – and that place is on social media. Continue reading “Social Media Platforms – What You Need to Know”
Today, it’s no longer about those old, templated letters or phone dialing campaigns that… let’s be honest… were highly time consuming and largely ineffective in getting the attention of your clients. Social media has changed the way we promote and do business – all with better results at a fraction of the cost. So, why should you join the social media party and how can you make an impact through direct response marketing? Continue reading “Building Connections Through Direct Response Marketing… More Than Just Social Media”
We live in a new world – COVID-19 has forced many of us to think about how we connect with others and find new ways to engage with family, friends, co-workers and clients. Undeniably, the digital era is now upon us and finding success may be the difference between embracing technology versus thwarting it.
As an advisor, it’s crucial for you to have and maintain an active online presence in order to promote your business and showcase who you are and what you stand for. But how do you build the RIGHT network of followers – that ideal group of clients who are interested in what you have to offer and are willing to engage with you? Here are a few guiding principles to keep in mind: Continue reading “How to Build Your Online Social Network”
As a father of three, Nova Scotia Advisor Nick Hounsell, an independent Advisor affiliated with PPI, knows how important it is to encourage kids and provide them with the confidence they need to become strong leaders – leaders who then affect meaningful change within their own communities. Kids are bright, energetic, and full of potential, but sometimes they just need the right tools to help them move forward with strength and determination.
For over 6 years, Nick and his wife Anna have worked with and supported the Catapult Leadership Society. Catapult provides students who have displayed natural leadership skills but are experiencing difficult life circumstances, a chance to reach their full potential through world-class leadership programs, volunteerism and ongoing mentorship and guidance. What started with camp sponsorships turned into hosting a series of singer-songwriter concerts, with all proceeds going directly to support Catapult. Nick believes that all kids should have the opportunity to learn, grow and achieve success. For many kids, the lessons learned, and experiences garnered from their time with the Catapult Leadership Society are transformational, creating a lifetime of impact – because sometimes all that it takes is a helping hand and someone to believe in you.
One of PPI’s core beliefs is in the essential value of Advisors in helping their clients, and in the meaningful work they do within their communities. Aubrey Delima, an independent Advisor affiliated with PPI, is one of those Advisors. For over a decade, Aubrey and her family have worked with Canuck Place, a pediatric palliative care provider for kids in BC, to raise funds. Her mission began after she lost her 9-year old daughter Lauren to congenital heart disease. Lauren taught everyone around her how to truly love and live life to the fullest. Aubrey’s eldest daughter Jenna, also diagnosed with a life-threatening disease, received support from Canuck Place too, and is thankfully now doing well at the age of 22. Our hearts are with the Delima family as they continue to raise funds for this incredible hospice and keep Lauren’s memory alive. A true inspiration.
This year has been a challenging one for everyone. Your business-owner clients are having a particularly difficult time as they struggle to keep their doors open, their bills paid and their staff employed. Their employees, the very backbone of their business, have likewise been grappling with their own set of adversities including work overload, household demands, loneliness and the overall sense of uncertainty. And for those individuals already struggling with mental health, the stresses of COVID have been close to unbearable.
As a result, some have turned to alcohol or narcotics as way to cope with the stress and overwhelming sense of insecurity. Substance use disorders have always existed, but with the majority of Canadians now working from home, these dependencies have become more widespread. In fact, substance use disorders represent 33% of employee mental health issues but only 10% of Canadians receive the treatment they need due to stigma, cost and lack of availability. Continue reading “Protecting your Client’s Business with ALAViDA”
As an Advisor, you know that recommending an insurance type and amount without needs-based planning is like a dentist performing a root canal without even looking inside their patient’s mouth – ouch!
We’ve discussed this type of planning in previous articles as a way to determine your client’s needs and risks in order to provide them with the right insurance – insurance that is tailored purposefully to fit their life. In this article, we would like to elaborate on the topic of needs-based planning by providing you with some assessment tips that will not only demonstrate your insurance expertise and reinforce your brand, but will continue to strengthen your client/advisor relationship. Let’s start by looking at the benefits of needs-based planning for you and your client. Continue reading “Tailoring the Perfect Fit for Your Clients”
Over the last few decades, everything in our life has been moving onto a digital platform, from navigation and communication to banking and investing. Life Insurance has been fairly resistant to these trends. Necessity, however, is the mother of all invention. Continue reading “Getting Documents Signed Remotely: eSignatures”