Newsletter & Magazine Article Archive
Every issue of our newsletters offers proven, one-of-a-kind client appreciation strategies. For your convenience the Newsletters are in PDF format, please feel free to print them!
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Issue VIIII - Christmas Issue: Prospecting with Santa
The best referral is one given by a happy client. How do you obtain happy clients? You create happy clients when you exceed their expectations by providing value and experience, which is enhanced by the wow factor.
Some financial advisors make it look so easy. They continue to keep their prospect pipeline full, generate leads and increase their bottom line even in a less than favorable economy. I believe the key to this success lies in taking...READ MORE
Early on in my career, I realized I had to identify ways that would make me stand out from every other advisor. Regularly I would ask myself, “How can I effectively foster long-term relationships and give my clients a reason to talk about me? I wanted them to be able to answer the question, “Why do you do business with Mike?” The number one answer I wanted was...READ MORE
Many financial professionals think when they make a sale that their work is done. However, there is one very important final step after you sell a life insurance policy. The policy delivery is an important opportunity to set you apart as a professional who is...READ MORE
Lead Generation Tips for 2015
Lead generation is not just about investing time and effort while providing as much value as possible - it's also about making sure your value is conveyed up front...READ ARTICLE
When Second is Best
by Mike Morrow, CFP, September 2014
Whether you are a seasoned advisor or new to the industry, nothing is more important than attracting a steady stream of prospects. We all have to put ourselves in front of the public to ensure the success of our practice. Prospecting is...READ ARTICLE
Yes, they are among the world’s most prosperous advisors, but MDRT members still get back to sales basics to overcome obstacles. Michael Morrow banks on building a loyal clientele who gladly refer him to qualified prospects...READ MORE
In a market full of diverse financial tools, life Insurance continues to be a sought-after product for many reasons. The most prominent is to fund expenses for loved ones that are left behind after a death. Love is typically always the top motivational factor that prompts people to purchase life insurance. People generally want to...READ MORE
Financial advisors are taught early on in their careers about the power of graduating clients up the four levels of an advisor-client relationship. This is attainable to the motivated advisor, but it takes dedication, excellent client service and, most importantly...READ MORE
Michael Morrow is a Certified Financial Planner and a Million Dollar Round Table member from Thunder Bay, Ont., and we at Insurance Business asked him seven questions on his take on the industry... READ MORE
You can develop a powerful strategy to boost client loyalty. Everyday is an opportunity to stay top of mind with clients. Your business approach should ultimately drive commitment and engagement among your existing clients and prospects....READ ARTICLE
Innovative Ideas to Grow Your Business Now
by Mike Morrow, CFP
I probably shouldn't start off by saying this, but the fact is I am technically a very good Financial Advisor. You probably are too, but this alone does not guarantee your success in this business. What will determine your success is your ability to...READ ARTICLE
How To Meet The Right Centers Of Influence by Mike Morrow, CFP, February 2013 Networking with centers of influence outside the financial profession is an important aspect of any advisor’s career. We all have our unique areas of knowledge and expertise, and using these mutually beneficial relationships to provide...READ ARTICLE
Technology For Beginners Round Table Discussion with Mike Morrow, CFP, March 2013 We believe any technology advancement in our office has paid huge dividends in the long run. All of our computers, tablets, smart phones and laptops are linked together, which has...READ ARTICLE
2 Innovative Ideas To Grow Your Business Now by Mike Morrow, CFP, April 2013 Client appreciation is essential to client retention in any business. When a client feels valued and appreciated, the result will be a loyal client and an advocate for your business. To gain this loyalty, there are certain criteria...READ ARTICLE
Expanding Your Practice
by Mike Morrow, CFP July/August 2013
Regardless of how long you've been in the financial services business, you will benefit from the tangible and easy to implement ideas that I am going to share with you. They are some of the marketing strategies that I have been using in my own practice for the past 24 years and all of them have consistently...READ ARTICLE
Five Powerful Marketing Strategies - Get personal with clients and stand out...READ ARTICLE
by Mike Morrow, CFP, January 2002
National Best Marketing Ideas Competition Submission - Michael received the Grand Prize.
Michael Morrow's countless ideas have more than paid off. It means having a business that is 100% referral-based. On key birthdays, such as 40th, 50th or 75th, Michael sends...READ ARTICLE
by Mike Morrow, CFP., Smart Business Magazine, Taiwan - Article written in Chinese
Michael brings insurance and financial concepts to life. Clients will be motivated to action because they understand what they are doing and...READ ARTICLE