Skip to content
Close this search box.
Picture of Vanessa


3 Ways Advisors Are Thriving In COVID-19


While no one really saw Covid-19 coming or how Social Distancing would impact their business, many had to adjust & adapt.

Some were quicker than others.

Some haven’t yet.

Some won’t.

The reality is – business must go on.

People still need: 

  • Estate Planning
  • Long Term Care 
  • Life Insurance
  • Financial Consulting
  • Retirement Plans  (probably now more than ever)

Here are ways we’ve seen real Financial advisors make smart moves & thrive during the pandemic.





1. From Seminars to Webinars

Advisors that were offering Seminars in public venues had to shift gears.

Webinars were the answer.

People are still able to get valuable information, meet the advisor & get the help they need (from the comfort & safety of their homes).

Here are some useful tips:
Webinar Checklist

2. Cost-effective Campaigns to Previous Warm Prospects

Although leads & new business is the name of the game, not everyone was wanting to invest the $2000-$5000 a month during such an uncertain time.

So advisors took to creating outbound campaigns to prospects that were once highly interested in their financial or insurance products, but hadn’t converted previously.

Thus maximizing the initial marketing investment & rapidly maneuvering during highly turbulent times.

Reconnect To Create New Opportunities

3. Tapping Into Existing Book of Business

Sales people and business owners often overlook the most important resource or asset they have; existing clients.

Not only are they more likely to purchase from you again, they are also a source of referrals. On top of that, it also feels great to speak with happy clients.

Advisors are calling them or sending them personalized messages just to see how they are doing. 

In today’s landscape, this ‘touch-point’ is proving to be one of the best ways to calm their fears and strengthen the client-relationship.

It can also serve to remind clients of the wise choice they made when choosing you as their advisor!


ClientRetention                              Photo by Chris Liverani on Unsplash

Once you have gained a new customer, your work with that individual has not ended. It has only just begun. After all, the most important thing you need to do now is keep them.”~Dan Krimholtz  Sharp Insights

If you are an advisor that has adjusted well during this Covid crisis, congratulations!

Keep going.

If you have not made the pivots, or need help navigating during these unprecedented times, click here to learn what you can do to get started.

Times are changing quickly and so is our industry. 

Don’t be one of the advisors that gets left behind waiting for things to go ‘back to normal’.


Share this post

Recent Posts

There is no right or wrong Email Marketing tool out there. As a Financial Advisor, you simply must understand your needs or requirements.

As an independent insurance or solo financial advisor, your resources are accounted for & usually thin. This is a fact and not a judgement. So trying to be the end all be all for your business is definitely NOT always…

After following up on 1000s of financial leads & helping advisors all over the US, we know there are many good reasons to get an assistant...

It's great if you are currently excelling in Estate Planning or booming with new Annuity clients.

But remember COVID-19?

If you're a solo Financial advisor, inbound leads are your bread and butter. So you should also know your processes in & out. Or it will cost you!

Financial leads are people. Not everyone that filled out a form wants to buy today (or even meet with you). Converting leads into prospects is part art & science. Quit trying to make every lead a client.

These days if you haven't heard buzz words like Automation, Outsourcing or AI you are purposely avoiding them or may be living under a rock. Regardless of which one it is; there are definitely benefits to using technology in your Financial Svc Business.

Having been a top producing salesperson for more than 13yrs. I know not everybody loves following up. The truth is; some Financial leads need follow up (& others don't)

Having followed up on Wills, Trusts & Estate plan leads since 2018, here are the top 4 reasons we like working Estate Planning leads.

There are countless ways to generate Financial leads. You can pay for ads on Facebook, PPC on Google, host financial Webinars/Workshop, buy pre-set appts (and so on). But are you leveraging your marketing to convey you're the Expert?


Fill Out the Form Below & Schedule a Quick Call Today!