Content the Key to Keeping Clients Happy
A recent Accenture survey highlighted the importance of educating purchasers of financial services products. According to the global survey, two thirds of customers were dissatisfied with their life insurers. What’s more, nearly half said they’d switch companies if it made financial sense to do so.
As if that weren’t bad enough, the global survey of 2,500 [...]
Want to attract more distributors? Think like a “cat.”
If your job (or one of your many jobs) is to attract your company’s distributors, then you’ve probably noticed something by now: They are independent “cats.” By this I mean, much as real cats do, they do things on their own schedule and for their own reasons. How to attract them? By abandoning dog-like [...]
Should communicators promote ethical selling?
Once upon a time, ethical conduct wasn’t an issue in the financial services business. Sure, some producers got caught cooking policy illustrations and others got snared calling an insurance product an investment. But by and large, the vast majority of producers were ethical, and consumers assumed their financial advisors had integrity.
Has life ever changed! It’s [...]
