John Craig

Advisor Forum update: Veteran advisor shares little tips for big success

“Training up” support staff so they are, at a minimum, insurance- and securities-licensed (and therefore able to handle a larger range of client questions that would normally be forwarded to you); Checking out the office environments of major legal and accounting firms; Listing in your brochure (in point form) all the services you provide; Keeping […]

By John Craig |December 9, 2004

3 min read

Industry

Advocis conference update: Advisors must get emotional when repositioning for future

Advocis conference update: Membership drive main focus for new chair Advocis conference update: Executive orders Advocis conference update: Overcoming insurance “urban legends” Advocis conference update: Advocis announces in-house E&O program Advocis conference update: Opportunity, professionalism buzzwords at opening session Towill wrapped up his presentation with the story of a 47-year-old “rookie” advisor he helped train […]

By John Craig |June 4, 2004

4 min read

Industry

Advocis conference update: Expert offers tips to send CI sales through roof

Advocis conference update: Membership drive main focus for new chair Advocis conference update: Executive orders Advocis conference update: Overcoming insurance “urban legends” Advocis conference update: Advocis announces in-house E&O program Advocis conference update: Opportunity, professionalism buzzwords at opening session 3. Make it real simple. Thorne says that some advisors cut right to the chase and […]

By John Craig |June 1, 2004

4 min read