Get A 'Taste' Of What You'll Learn By Partnering With Advisor-e

Listen in as Mike explains several key concepts to help improve your facilitation skills and grow your advisory fee base!

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What blocks most insurance advisors from building strategic relations with accountants and lawyers?

COI Life Insurance 1. The 4 referral styles.

"Accountants are useless at handing referrals to life insurance advisors" he said. And that got me thinking... is it the accountants at fault, or do most life insurance advisors fail to develop (strategic) relations with accountants?

COI Life Insurance 2. What it takes to build relations.

Part 2 in this series explains the 4 requirements for a successful (strategic) business relationship and, the 4 processing styles so you can better understand what's required to build strategic COI relations.

COI Life Insurance 3. The work they want.

Part 3 in this series explores the type of work Accountants are seeking and how you can help generate activity (as a life insurance advisor) to secure referrals from them in future.

COI Life Insurance 4. Your Service Offer Advantage

Part 4 in this series explores how you create a 'Loop' for on-going service involvement for your accountant COI's and business clients. This is what separates elite life insurance advisors from the others in the eyes of the accountants you want to work with.

COI Life Insurance 5. C.C.O.R Framework

Part 5 in this series provides an auditory (positioning) framework you can use with business clients and their accountants, to highlight your unique service offer.

Request a Demo and Get Started With A Test Case & Free Learning Module.

After completing the Demo, you can see if Advisor‑E is the right business advisory software for your team by completing a free client case study. If you like what you see, we’ll unlock 1 (of 14) Business Insurance training module so you can ‘get a taste’ of the coaching style. This way, you get a chance to experience both the learning path and the client engagement experience before you decide if Advisor‑E is right for you, and your team of Life Insurance advisors.

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