By Jaime Ramirez August 12, 2024 Episode #342 - Enhance Workshop Conversions with These Presentations Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime walks through the logistics of LifePro’s versatile signature sales presentations which have years of proven results from advisors who have implemented this program into their sales process. Read this post
By Sara Sullivan July 8, 2024 Episode #337: Financial Challenges of Gen X in Retirement Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara emphasizes the importance of addressing Gen X’s top concerns and providing professional support to demonstrate the need for financial advisors in this demographic. Read this post
By Kyle Tomko June 17, 2024 Episode #334: How Annuity Producers Host Events Without Paying Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Kyle demonstrates how LifePro’s lucrative annuity cost share program promotes advisor growth by reducing expenses, increasing margins, and growing their bottom line. Read this post
By Jaime Ramirez May 6, 2024 Episode #329: 5 Email Marketing Strategies to Increase Opens and CTRs Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime expands on transformative email marketing strategies that improve your content, increase engagement, and strengthen your connection with prospective clients. Read this post
By Sara Sullivan April 8, 2024 Episode #325: 6 Key Drivers of Your Client's Happiness in Retirement Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sara offers invaluable lessons on connecting with clients' genuine aspirations and fears based on the latest research data of those approaching or currently in retirement. Read this post
By Jaime Ramirez February 22, 2024 Top Financial Professionals Kick-Start 2024 at the LifePro Summit Sales & Marketing During this year's LifePro Summit, independent financial professionals and strategic partners from across the nation gathered in San Diego, CA to learn the latest sales and marketing solutions. Read this post
By Jaime Ramirez February 5, 2024 Episode #317: Using AI to Write Sales Emails in Under 3 Minutes Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Jaime provides tips for using AI to save advisors time and money by increasing the efficiency and efficacy of communicating with clients. Read this post
By Brittany Maples December 5, 2023 From Boomers To Zoomers: The Seasoned Silver-Haired Advisor’s Guide To The Zillennial Gold Mine Sales & Marketing In Brittany's article featured in Broker World Magazine, she reveals the secrets to working with younger generations and how to reach the recipients of the Greatest Wealth Transfer to expand your business. Read this post
By Allee Marchini November 27, 2023 Episode #310: How to Inspire Your Clients to Take Action Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee offers tools and tips for increasing conversions by speaking to individual client needs and reinforcing their confidence in your authority. Read this post
By Sal Mendoza October 30, 2023 Episode #306: How to Become an Elite Advisor Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal reveals insider information from our top advisors to share the tools and resources that exponentially grow their businesses so you can replicate their success in your own. Read this post