Our own Terri Getman, DBS Business Development Director, was the featured speaker at the recent lunch session of the Society of Financial Service Professionals – Twin Cities Chapter. Advisors who work with DBS are fortunate to have Terri’s expertise and critical thinking at hand to find solutions for their most advanced cases!
Members of our sales team headed to San Diego for the IFG National Conference! It’s great to talk with advisors and share the DBS story. A big thanks to John Hancock for their support ; our breakout sessions were a hit with great turnout and many engaged advisors!
Advisors were treated to several presentations from expert guests at the recent “Hot Topics in Today’s Financial World” meeting held at the Edina Country Club. With John Hancock and Protective Live serving as carrier sponsors, those in attendance had the chance to hear from our distinguished guest speakers: Kirt Nolde, CLU, ChFC – RVP at […]
DBS Team members headed to Capital Hill to advocate for issues important to the life insurance industry and to spread the messages important to advisors and the end consumer alike. Diversified Brokerage Services prides itself at the level of involvement of its senior leaders in the life insurance industry, with many of them serving on […]
We were thrilled to host a meeting for advisors in Scottsdale, AZ! It was a triple-play of 3 sales ideas and a great opportunity for field relationship manager John Roe to spend time with advisors. Advisors were treated to great presentations featuring our own Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished), along with advanced […]
The topic for this post reminded me of the television crime drama series from the 1980-90s “Murder, She Wrote,” which revolved around the daily life of Jessica Fletcher, a successful mystery writer, who proves to be better at solving murders by carefully piecing together clues. Researching this issue provided some fascinating reading – as interesting […]
In other posts, we’ve talked about strategies for financial advisors to transition from an investment portfolio discussion into a life insurance discussion. This post offers a way to discuss life insurance using the vocabulary you already use when managing a customer’s investment portfolio. Life Insurance can provide a competitive rate of return on the premiums […]
If you are like many financial advisors you spend much of your time focused on helping clients build wealth for important goals while minimizing portfolio risks. Unfortunately, too few spend time addressing non-portfolio risks that can prevent clients from reaching those goals. When you do this, you’re missing an aspect of risk management that can affect […]
Completing a thorough fact finder is important and necessary in order to do the best job possible for your clients. Equally important is asking the right questions. How you open the conversation and what you ask can lead to a deeper understanding of a client’s financial concerns.
As a financial professional you already know why investing is important. You can build an investment portfolio whose design is to accumulate dollars toward every goal a client has. It can be creative, tax-efficient, and even leave your clients with a comfortable lifestyle as they save toward their life goals. But what happens if the client dies prior […]