Vanessa Marie

Co-Founder | Follow-Up Done For Solo #Financial + #Insurance Advisors | Strategic #Sales Support | #LeadManagement | Proven Processes 📞| Value-Driven #Posts

[Vanessa Marie @EVOVLD]

Having successfully worked w/#FinancialAdvisors since 2016 - we know there's plenty you can do to generate leads.

Some work.
Others don't. 🤷‍♀️

Here are the top 4 Reasons we like working #EstatePlanningLeads 💪

👉 https://t.co/E788QdQWon 👈

#FinancialMarketing
#FinTech
#Sales

[DPL Financial Partners @dpl_fp]

When a client asks you to look over an old life insurance policy, what’s your immediate next move? Digging into outdated projections and carrier illustrations to evaluate current performance is no small task, yet crucial for holistic wealth management.

Let the DPL Life Desk take that administrative burden off your plate, and at no cost to DPL members.

Our complimentary policy review gives advisors and their clients total clarity by benchmarking legacy coverage against today's modern solutions like Variable Universal Life (VUL) to ensure your clients are getting the most value, such as: 

✅ Market-linked growth potential within a tax-advantaged structure. 
✅ Flexible premiums that can adjust as their financial situation evolves.
✅ Access to cash value for supplemental retirement income or other goals.

All we need to get started is a recent policy statement. Save time on your next legacy policy review—schedule a strategy call with the DPL Life Team: https://t.co/jC89ubat9v

[Retirement Wisdom® @RetiremntWisdom]

What if you transformed your inner conversations?
Listen in:
https://t.co/tac89Mho1o
#retirement

[MichaelKitces @MichaelKitces]

Did you just ChatGPT me? 😲As clients have more access to financial information, tools, and AI than at any point in history... bringing AI to "challenge" advice will be a new normal. https://t.co/xwbqlWm8zT

In this guest post, Dr. Meghaan Lurtz, a leading expert on the psychology of financial planning and Professor of Practice at Kansas State University, discusses how in reality clients coming back with AI-informed questions may not be a signal that technology is undermining financial advisors, and instead indicates that clients are more proactively engaging with their financial advisor in what could become a boon to advisor-client engagement!

#AI #financialadvice #chatgpt #clientcommunication

[Andrew Ayers @ayerslaw]

Keeping the family cabin in the family doesn't happen by accident. Without a plan, the property that was supposed to bring everyone together gets sold in a fight a few years after the funeral.

[Kellands Corporate @kellandscorp]

More pension comms isn’t the answer. Employees don’t need more information — they need relevant information. Personalised, timely nudges beat generic annual updates every time. #EmployeeEngagement #WorkplacePensions #HRInsights https://t.co/w3iF5M3lgU

[Vic Skvarna @VSkvarna]

Proper estate planning helps reduce probate delays, family disputes, and court involvement after a major life change like buying a home. #EstatePlans #Estates #EstatePlanning #Upland #HomeOwnershipAndEstatePlanning https://t.co/zN0BkU9Dnx

[Deborah Diane: Baby-Boomer-Retirement @DeborahDian]

If you are a senior citizen, or even younger, and you are looking for ideas to find cheaper housing, this article from Baby-Boomer-Retirement could help you. It has a large variety of options. Learn more at:

https://t.co/wuezOoKjRd

#AffordableHousing

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

The Words We Use Can Break Or Make A Sale https://t.co/b6lGm19ChE

[Advisorpedia @advisorpedia]

A significant home renovation is often treated as a lifestyle upgrade. However, it should be treated as a financial event that could alter liquidity, risk exposure, tax positioning and long-term planning. https://t.co/mcUw4yfY1B

[InsuranceNewsNet @InsNewsNet]

Wondering why insurance rules are shifting lately? 🌊 The Super El Niño is bringing wilder weather, which means providers are rewriting the playbook.
https://t.co/yWxKIxyNzE

#ElNinoImpact#ClimateInsurance#ProtectYourAssets

[Vic Skvarna @VSkvarna]

Incorrect property titling can cause probate even when a trust already exists in your estate plan.

[Tony Vidler, ChFC 🇺🇦✡︎ @TonyVidler]

Good? Fast? or Cheap? What sort of advice is it going to be? https://t.co/D1BJqftA8P from @TonyVidler

[Ranal Currie @Ranal55]

Intense desire for something doesn't make it so; intense desire for something gives you the incentive to make it so.

#quote #quotesmith55 #motivation #success #WednesdayWisdom

[Advisorpedia @advisorpedia]

Optimal Roth Conversion Is a Highly Complex, Non-Linear Math Problem. Neither Wall Street Nor AI Gets It Right https://t.co/VfP6OGFzNn

[Ritter Insurance Marketing @RitterIM]

Client retention is key 🔑 to a successful insurance business! Stay connected to your clients with these resources! 😱 https://t.co/RBJ5aeEAg0

[MichaelKitces @MichaelKitces]

The level of integration between software applications is an important factor in how satisfied advisors are with their tech stacks. Advisors with minimal integration rate their tech stack at a 6.3 on average, while those with fully integrated workflows (automated data flows across main and secondary apps) report a higher score of 7.9.

We look at this in greater detail in our latest AdvisorTech Study, available here: https://t.co/5JYwewMmB2

[Advisorpedia @advisorpedia]

On the surface, it can seem like advisors are torn between two different approaches: embracing technology for efficiency’s sake, or focusing on the personal touches that build lasting client trust. https://t.co/YD7vHnoKwx

[MichaelKitces @MichaelKitces]

Implementing Client Meeting Surges To Boost Advisor Productivity And Systematize Client Value https://t.co/76BF3wOVW6

[Ritter Insurance Marketing @RitterIM]

Not sure how to make the jump from agent to agency? We recommend taking it one step at a time, starting with listening to our latest #ASGPodcast episode!

🎧 Listen to the full episode: https://t.co/dIVIaD4rci

[MICHAEL J. YOUNG @WCreekElderLaw]

Early planning preserves options for protecting the family home, coordinating care, and managing long-term expenses efficiently. #EstatePlanning #AssetProtection #ElderLaw #EstatePlan #Estates https://t.co/QJOHpQCGf5