Scott Brooks, MBA, CFP® Scott Brooks, MBA, CFP®
December 26, 2018
Have you ever wondered how retirement planning leads match up against a qualified annuity lead? If so, keep reading because the story below will give you some unique insight into the market. A year ago I received a call from a well known RIA firm with over $125 BILLION in assets under management. The call ... Read more
Scott Brooks, MBA, CFP®
December 18, 2018
Here’s a true story about annuity seminar marketing you should enjoy. I love agents and advisors who spend money to put on seminars! LOVE LOVE LOVE them. Why? Because seminars are a huge driver of why consumers become annuity leads. A year ago I received a phone call from someone who calls leads for advisors ... Read more
Scott Brooks, MBA, CFP®
December 13, 2018
How do 401k Rollover leads compare to annuity leads in the field? Which lead type has a higher average case size? Every battle is won or lost before it is ever fought. ~ Sun Tzu. Were annuity leads or 401k rollover leads easier to book appointments with? Which are easier to actually convert into sales? Keep reading ... Read more
Scott Brooks, MBA, CFP®
December 12, 2018
Have you ever wondered how Single Premium Whole Life Leads (SPWL Leads) compare to annuity leads? If you are looking to increase your annuity and SPWL business you should find the following two case studies beneficial. In 2014 an FMO’s approached us wanting to offer single premium whole life leads to their agents. And of ... Read more
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