As an insurance Advisor, you know how challenging it can be to balance profitability and client satisfaction. You want to grow your business, but you also want to keep your existing clients happy and loyal. How can you achieve both goals without compromising on quality or efficiency?

In previous article “Growing Your Business with Client Segmentation” we discussed the concept of client segmentation, a technique involving grouping clients and prospects into different categories based on their characteristics, needs, preferences and potential opportunities. In this article, we are featuring a unique take on client segmentation from seasoned Practice Management Consultant Sam Chahda. Continue reading “Maximizing Profitability with Client Clustering” →

Do you want to grow your Advisor practice in a more strategic way? Then you should consider client segmentation, a technique that involves grouping your clients and prospects into different categories based on their characteristics, needs, preferences and potential opportunities. This way, you can segment your market and customize your service offerings and communication strategies for each group. By doing so, you can increase your efficiency, effectiveness and client satisfaction. Continue reading “Growing Your Business with Client Segmentation” →

As PPI President and CEO, what is Cathy Hiscott’s vision for the future of PPI? Below, read the latest C-Suite interview in the July edition of Insurance Journal (you can also see the PDF HERE) where Cathy discusses strategic growth, what an MGA requires to be successful and what it means for PPI to be “indispensable” to Advisors.

Be sure to follow PPI on LinkedIn to explore a series of posts related to the goal of becoming indispensable and contact your local PPI Collaboration Centre if you have any questions. Continue reading “Cathy Hiscott Aims to Make PPI Indispensable” →

Values form the bedrock of a compelling marketing plan. By amplifying your values, you attract clients seeking advice from someone who shares their principles and beliefs. When clients see themselves reflected in your values, they are more likely to entrust you with their financial well-being. Prioritizing your values allows you to foster deeper connections and form long-lasting partnerships.

In a world where financial decisions can have profound implications, strategies rooted in values are not only ethical but also sustainable. Values serve as reference points, guiding our decisions and ensuring that our actions align with what we hold dear. When our strategies respect our values, they gain meaning and relevance, fostering trust and loyalty among clients and team members alike. But how do you know if you’ve uncovered your core values? Continue reading “Acting on Values: A Blueprint for Advisors in the Family Market” →

Did you know that as an Advisor with PPI, you can qualify for access to AmpLiFi, our all-in-one cloud-based sales enablement platform that helps you quote, generate leads, manage in-force business and ultimately, close more deals?

Part of PPI’s Stratosphere digital suite of tools, AmpLiFi helps guide you and your client through the sales process. When you share a Your Link Between article, your reader can click the ‘request a quote’ button, launching the AmpLifi experience — which assists with needs analysis, quoting and helps to close the deal —this tool can take you and your client from start to finish seamlessly and elevate your practice to a new level. Continue reading “The AmpLiFi Experience” →

It’s hard to imagine an industry that has a greater positive influence in society than ours. You as an Advisor truly make a difference – you are there to help your clients when they are going through their most difficult moments. In spite of this, there remains a perception that an Advisor’s focus can be to make a commission. However, if you’ve managed a claim on behalf of a client, you know how unfair that idea can be. It is also not reflective of the genuine value Advisors provide to Canadians every single day.

At its core, “what” you do is really quite simple: you provide access to insurance planning, as well as potential investment and financial planning, to your prospects and clients. That’s important for sure, but is it emotionally compelling? Most people would say that it’s not. However, the reasons “why” people go through the financial planning process are often rooted in love, compassion and consideration and that is the truly compelling part. Yet, sometimes Advisors focus on the “what”, rather than the “why”. If asked about the role, it can be difficult to articulate the value you bring in an emotionally compelling way – even after years of being successful in the business. Continue reading “What’s Your Why” →

As an Advisor, you want to run, grow and elevate your practice in the best ways possible. But where do you start?

From business building and how to market yourself to delivering engaging advice and expanding your technical knowledge, Sun Life has compiled a series of Advisor best practices to help you be the best that you can be and excel in your practice on all levels. Continue reading “Advisor Best Practices” →

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” →

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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” →

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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” →

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Social Media Platforms – What You Need to Know