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April 18, 2012 by Sheryl J. Moore
Hey there! I really need your help.
I need to know all of the things that prospects look for in a financial services professional. I’ve never had to look for one (simply because I came out of the womb asking for blood, urine, and an MVR). For that reason, I could really use your perspective for some research that I am doing.
I don’t care if you are a consumer, an advisor, staff at a marketing group or a home office employee. What would YOU look for, when trying to find someone to advise you what to do with your money (annuities, insurance, investments, etc)? Here are a few ideas:
1. What types of products can the advisor sell?
2. How much experience does the advisor have?
3. What degree did the advisor obtain in college?
4. What is the advisor’s religious denomination?
5. Does the advisor have children?
I think you get what I am looking for…
I will collect all of the responses from my blog, my LinkedIn newsgroup, and my accounts for FaceBook, LinkedIn, ProducersWeb, Twitter, and YouTube. Whomever has submitted the most extensive (legitimate) list of features by May 1, 2012 will get a totally awesome ‘Indexed Annuity Nerd’ shirt along with some other indexed trinkets that you cannot get anywhere else.
PLEASE let me hear from you! Thanks so much for your help. sjm