Building a Dream Team

Arrowood, Janet C.
February 2002
Advisor Today;Feb2002, Vol. 97 Issue 2, p50
Trade Publication
Discusses the professionals that insurance and financial advisors should have as team mates. Benefits of having a good relationship with attorneys; First people nontax advisors call when they are selling or buying a business; Benefit of having a working relationship with human resources directors or managers.


Related Articles

  • A Lifetime of Success. Mseka, Ayo // Advisor Today;Mar/Apr2013, Vol. 108 Issue 2, p8 

    The author discusses the advantages which the insurance advisors will get by being a member of association of insurance professionals in the U.S., National Association of Insurance and Financial Advisors (NAIFA). The Author mentions several NAIFA members benefit including ideas and resources to...

  • 6 Steps To A Fearless Referral Conversation. Anderson, Matt J. // National Underwriter / Life & Health Financial Services;3/1/2010, Vol. 114 Issue 5, p28 

    The article provides suggestions for a comfortable referral conversation for insurance advisors. It stresses that getting good at bringing in referrals is a learnable skill. It adds that acknowledging the client, communication with the client, and reducing the client's resistance will lead to a...

  • Who's in your network? Kwicien, Jack // Employee Benefit Adviser;Jul2012, Vol. 10 Issue 7, p50 

    The article discusses benefits than can be gained when a person joins a benefits adviser network. Although there are membership costs in joining an adviser network, it says, benefits include sharing ideas, best practices and business challenges with the peer group along with conferences...

  • Consultants help broker larger claims recoveries. Souter, Gavin // Business Insurance;03/16/98, Vol. 32 Issue 11, p16 

    Reports that in an effort to get maximum payments from insurers, risk managers are increasingly using the services of claims consultants. How specialist claims consultants differ from claims handlers; Benefits which insurers derive from using claims consultants.

  • TPAs battling law, competition. Bradford, Michael // Business Insurance;09/22/97, Vol. 31 Issue 38, p59 

    Focuses on problems encountered by the third-party administrators (TPAs) in Atlanta, Georgia in the highly competitive marketplace. Circumstances surrounding the problems faced by the TPAs; Comments from Dorothy M. Cociu, president of Advanced Benefit Consulting in Fullerton, California; Major...

  • Listing of consultants by state.  // CPCU Journal;Winter96, Vol. 49 Issue 4, Consultants Directory p31 

    Lists insurance consultants in the United States at the state level.

  • List of consultants by name.  // CPCU Journal;Winter96, Vol. 49 Issue 4, Consultants Directory p32 

    Lists several insurance consultants in the United States.

  • You Are A Legend. Wolff, Thomas John // Advisor Today;Dec2000, Vol. 95 Issue 12, p138 

    Argues that allowing prospective clients to set priorities will often result in the sale of an accumulation product when life insurance is the appropriate solution. Role of an advisor; Opinion on the sales process or planning system; Example of a waiver of premium at work.

  • The Softer Side. Audibert, Gail; Jones, Mary // Advisor Today;Feb2002, Vol. 97 Issue 2, p72 

    Provides suggestions on evaluating a financial advisor. Importance of soft skills in every profession; Suggestion that could determine whether a prospective financial advisor will fit into a company's culture; One tool that could help better understand a candidate's personality and working style.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics