A day in the life of a financial adviser often means juggling multiple responsibilities. There are many advantages to working as a financial adviser. In our blog post, How to be a Financial Adviser or CFP, we outlined the skills required to be successful in this...

Owning a real estate agency can be a challenge. Here are some practical tips for success. When you started your real estate agency, you probably liked the idea of working for yourself and having more freedom. Being your own boss has its benefits, but owning a real...

As the insurance industry has grown it has become increasingly complex over the last few decades, and sales tasks have become time-consuming to complete using more manual methods. With the evolution of technology, Blitz Sales Software has emerged as a strategic...

Financial adviser lead generation can jumpstart your business. Prospecting for new sales leads is important but is one of the top challenges financial businesses face. Financial adviser lead generation is essential to ensure you keep enough prospects in your pipeline....

When prospecting, it’s important to track the progress of leads.  This is not only important to know where you are at with an individual lead, but also provides insight into your sales process as a whole and can even help automate and streamline your follow up....

  As any sales rep knows, a large percentage of prospects will not be ready to buy during your initial conversation.  Out of the hundreds of leads you contact, each are in a different stage of the buying process.  Some might just be browsing, or in a planning phase....