Thursday, June 15, 2017

Set Yourself Apart from Other Financial Professionals

By Dina Mestel, Sales Trainer

Set yourself apart from other financial professionals by aligning yourself with Ann Arbor Annuity Exchange (AAAE) and taking advantage of our programs for enhancing your business. We have several opportunities available to strengthen your business, ranging from lead generation, specialized training, and software solutions, to branding and marketing. What’s more, we have years of experience helping grow our agents’ business and are happy to impart the wisdom we have seen work for others in our industry. Your personal marketer at AAAE can be a valuable source of information on what has worked, and knows how to help you effectively integrate a new process, platform, or program into your business.

Regardless of how long you have been in the business, we know you never stop thinking about how to get new clients. AAAE has several programs that can be tailored to your individual strengths and the nature of your business. Options include turnkey event marketing systems that can help fill a room for a seminar, one-on-one appointment opportunities with an affluent client demographic, and pre-approved seminars, just to name a few. We can customize your solution based on how involved you want to be in the process.
 

Along with that, a myriad of specialized training opportunities are available. Many financial professionals reach a point in their careers where they are ready to increase their level of knowledge, and we have a variety of programs available to assist you in accomplishing those goals.
 

Additionally, AAAE has several software solutions that can help bridge the gap between what you can offer as a financial professional and what consumers’ needs may be. A financial analysis software, retirement income planning software, or customer relationship management solution may be just what you need to enhance your practice.
 

Lastly, we can connect you with a full-service graphic design and marketing communications agency that specializes in building images that build your business. These are just some of the many marketing opportunities we offer to guide your practice and get your name out in your community.
 

Wherever you are in your career, Ann Arbor Annuity Exchange can offer you the support and solutions necessary to bring your business to the next level. If you have any questions or want further information on anything you’ve read here, please don’t hesitate to reach out to us at 800.321.3924.


Dina Mestel | Sales Trainer
Ann Arbor Annuity Exchange
Ph: 800.321.3924 x119 | Dir: 734.786.6119
dmestel@annuity-exchange.com


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Prior to engaging in any social media, marketing programs, or seminars, producers should follow the approval requirements of their state(s), the carriers they represent and their broker/dealer and registered investment adviser, where needed, to ensure compliance with applicable regulations.

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Designed for Financial Professionals.

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