Guy Allen, E4IS Regional Vice President, will be sharing best practices on building a repeatable process with FA’s on having Life Insurance as a part of their business and being a Committed Insurance Advisor (CIA). He will also be [...]
Americans oftentimes have no idea that they have access to a financial advisor and that you don’t need a lot of money to get financial advice. Too many people just don’t know that they deserve an advisor and we [...]
Why would a prospect do business with you? Why would a current client expand their relationship with you? The truth is the reason a prospect or client comes to you with a question is typically not the reason they [...]
On this BREW, E4IS will sit down with Bill Shelow, President & CEO of LIBRA Insurance Partners to discuss the industry, product access, LIBRA and more.
On the next BREW, Steve Walker will join us to discuss how his days as a NDSU quarterback helped him in his financial services success. We'll review ways to leave a lasting impact with your clients and tools he [...]
On today's BREW, E4IS welcomes Larry Hitchcock with Socialeads. Socialeads is an Artificial Intelligence (AI) Lead Generation Engine that uses Natural Language Processing (NLP) applied against one's own Social Networks (LinkedIn, Twitter, etc.) to identify Real Life Events such [...]
E4IS Proprietary materials are accessible in your advisor portal! Please login and click on "E4IS Sales Concepts" to see examples! Did you know you have a special team whose sole purpose is to help you with your asset protection [...]
Rich Engebretson and Cary Parker from WealthStar Alliance join E4IS to discuss CPA relationships. Data analytics is quickly becoming one of the most critical functions in today's wealth manager's toolbox. Watch and learn how you can increase efficiency and [...]
We are a year in to the "new way" of selling. Now that busy executives know they don't have to meet in person with salespeople anymore, why would they? However, there are several things you can do to up [...]
E4IS welcomes back Eric Christoffersen to complete the 2-part series "Trusts Uncovered". We'll continue to break down the various types and uses of trusts for planning purposes in light of recent tax law changes. Not Legal Advice. This presentation [...]
