Bring More Value to Your Clients
The term "one-stop shop" is overused in business, but study after study indicates that consumers prefer receiving multiple services from one provider.
Simply put, customers who rely on you for multiple products and services are more profitable, more likely to remain loyal to your firm, and more likely to refer you to the people they care about. So why do so many advisors leave insurance, annuities, and long term care out of their client relationships? The truth is, most advisors don't wake up in the morning thinking about these products and certainly don't have time to stay on top of the constant changes in them. Luckily for you, we DO wake up in the morning thinking about these product lines.
Brokers Clearing House has developed several turnkey solutions for advisors who wish to add insurance policies, annuities, and long term care insurance to their existing lineup. For instance, we can help you provide comprehensive evaluations of your clients' current products to offer alternatives or simply ensure that they have the best products to suit their needs. All of our processes are designed with one purpose in mind: helping you to receive increased revenue by meeting clients' needs, without taking you outside your comfort zone or asking you to do a lot of additional work. The answer is simple but highly effective: Quit looking for new clients for the same product line. Instead, start offering multiple product lines to your existing clients. It is so much easier than the alternative.
Get More Referrals from Your Existing Clients
Without a doubt referrals are the best way to grow a practice by adding the kinds of clients you want to serve. The challenge is that it isn't always easy to get referrals. After realizing this, BCH sought out the industry's premier expert in obtaining referrals and forged an exclusive relationship with him.
Dan Allison knows why your clients don't refer you to other people.
More importantly, he knows exactly what you can do to change that without compromising your existing client relationships. Dan's firm, the Feedback Marketing Group, has conducted countless focus groups and interviews to ask clients why they don't refer their advisors and what their advisors can do to change that. Dan speaks to advisors around the world about the psychology of referrals. He has trained some of the best, and now he is working with us.
There are two ways you can tap into Dan's training expertise and begin getting more referrals today. First of all, just by contracting with BCH you will receive complimentary access to all of Dan's online training services instead of having to pay hundreds of dollars just to gain initial access. These resources have been used by some of the top advisors in the country to build their business.
Secondly, for our top producers, Dan provides personal consultation and customized referral marketing plans at absolutely no cost to the advisor. Dan delivers ongoing coaching to our Mastery Level advisors who submit $50,000 or more in life insurance premiums annually to BCH. Other firms will offer you top compensation, but what good is it if you struggle to get new clients? This problem will be solved when you capitalize on our relationship with Dan Allison.
"I Got a Guy…"
Many of the phone calls to our business development consultants start with this phrase. Unless you are able to stay on top of the ever-changing life insurance, annuity, and long term care markets, it is impossible to know which products will be the best fit for each client.
Simply calling our experts in the early phases of planning will help you better understand how specific products and services can meet clients' needs and cement client relationships.
Unlike many of our competitors, BCH will never send your call into an automated phone system. We are here to talk to you when you need us. Our business development consultants average more than 15 years with BCH, so you can be sure you are talking to people who know our systems, our carriers, and the best solutions in the industry for your clients.
The bottom line of partnering with BCH is straightforward: we will improve your bottom line. Whether you're an advisor trying to figure out how to incorporate life insurance coverage, annuities, and long term care insurance into your service lineup or a seasoned expert wanting a seamless back office and access to all of the carriers, we are here to help you increase your revenues. And we do this while helping you decrease your risk.