Javelin Marketing Blog

Professionals in financial services often make the sales part harder than it need be. I have seen the following occurrence many times. You may recognize it:
A financial advisor tries a new system of generating business. Everything works well and they capture a few easy and profitable sales. The financial advisor thinks [...]

Financial services professionals tell us that finding new business is their #1 challenge. But it’s crazy. Each day, tens of thousands of people send checks to Fidelity, to Vanguard, to USAA and other financial services companies that don’t even have a sales force. So there is no shortage of prospects; its that life insurance agents, [...]