Behavioral finance
Client referrals
Maximize client relationships
In-branch referrals
Learn how to implement a behavioral finance approach (BFA) to achieve greater success with attracting and retaining clients.
Tools & guides
• Learn to speak the language of behavioral finance
• Understand emotional patterns
• Use “values cards” to uncover client needs
Setting the social strategy
Show & sell
Get started
Financial professionals cite referrals as a tool that tops all other marketing strategies. Learn how to build and maintain a thriving referral program to encourage business growth and ongoing partnerships.
Tools & Guides
• Plan your referral efforts
• Tap into centers of influence
• Client conversation reference guide
Develop a targeted communication strategy to focus on top clients and create transparency into the value you bring them.
Tools & Guides
• Create an action plan
• Get the most from meetings
• Build and sustain relationships
Get started
Get started
Modules designed to get results
Leverage the place and the people you know to create an ongoing source of qualified leads and new clients.
Tools & Guides
• Plan your referral efforts
• Identify life events
• Referral awareness tools for branch employees
Get started
Maximize your social media presence to deepen existing client relationships and connect with new prospects.
Tools & Guides
• Identify platforms for success
• Create a social media plan of action
• Use LinkedIn to generate referrals & attention
Get started
Plan, schedule and stage successful seminars on big issues such as retirement, Medicare, Social Security and investment diversification.
Tools & Guides
• Plan & prepare for your seminar
• Find ways to get the word out
• Key seminar tools
Get started
Tools & Guides
Learn to speak the language of behavioral finance
Understand emotional patterns
Use “values cards” to uncover client needs
Learn to speak the language of behavioral finance
Understand emotional patterns
Use “values cards” to uncover client needs
Understand emotional patterns
Use “values cards” to uncover client needs
Tools & Guides
• Plan your referral efforts
• Tap into centers of influence
• Client conversation reference guide
Plan your referral efforts
Tap into centers of influence
Client conversation reference guide
Tap into centers of influence
Client conversation reference guide
Tools & Guides
• Create an action plan
• Get the most from meetings
• Build and sustain relationships
Create an action plan
Get the most from meetings
Build and sustain relationships
Get the most from meetings
Build and sustain relationships
Tools & Guides
• Plan your referral efforts
• Identify life events
• Referral awareness tools for branch employees
Plan your referral efforts
Identify life events
Referral awareness tools for branch employees
Identify life events
Referral awareness tools for branch employees
Tools & Guides
Identify platforms for success
Create a social media plan of action
Use LinkedIn to generate referrals & attention
Identify platforms for success
Create a social media plan of action
Use LinkedIn to generate referrals & attention
Create a social media plan of action
Use LinkedIn to generate referrals & attention
Tools & Guides
Plan & prepare for your seminar
Find ways to get the word out
Key seminar tools
Plan & prepare for your seminar
Find ways to get the word out
Key seminar tools
Find ways to get the word out
Key seminar tools
Acceleration
Insurance | Investments | Technology
A program
crafted to help you build business
Spark real improvements, right now and down the road with our Acceleration® Program
Let’s get started
TruStage™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
CMGA-6072288.1-1123-1225 © TruStage
877.345.GROW (4769) | www.trustage.com/annuities
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Acceleration
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877.345.GROW (4769)
www.trustage.com/annuities
Insurance | Investments | Technology
Get started
Get started
Get started
Get started
Get started