You have no shortage of opportunities. You just need help to uncover them. Asking for referrals and earning new business is hard. As The Practice Enhancement Company™, we’ll help attract new clients and strengthen your existing relationships.
Using our Life Insurance or Annuity Audit, you can add value and potential revenue to your business at no expense to you or your client.
Through simple changes in language and time blocking, Paul Kingsman helps create systems that get more referrals and results.
Led by an Ash expert, leverage these free-to-you seminars as an easy way to educate more clients at once and set up for your next sale.
Get in front of the right people with paid packages to rev up your digital marketing, attract new clients or make sure your message resonates.
The Ash Life AuditSM or Annuity Audit gives you a formal process to review life insurance policies or annuity contracts. And, when necessary, we’ll do all the hard work and find a way to bring it up to speed. At no cost to you or your client, you’ll quickly add value, efficiency and revenue.
An independent, third-party review shows you’re looking out for your clients’ best interests. You’re not forcing a new sale – you’re taking the time to review and educate. You’ll reinforce your clients’ confidence in you, creating deeper and longer-lasting relationships.
No matter the result of the audit, clients are usually more than happy to recommend friends and family after this process. It’s also a great way to network with other centers of influence, such as estate planning attorneys, trust officers or CPAs.
If a review results in the recommendation of a new policy, the placement of new coverage generates new commissionable premium. No policy is too complicated or outdated.
We'll help you find some friendly faces who can answer your questions or get you to someone who can.
Focus and action. If you align these two things, you’ll be set up for success. Through customized coaching and content, we’ll help you:
- Increase the number of people you serve while maintaining a healthy work-life balance
- Understand what works in the real world
- Establish practical solutions for tackling day-to-day priorities
- Run your businesses efficiently in a changing financial services industry.
- Change behaviors within your control
- Increase your impact
See what the result could look like in your business — send us a note to learn about the programs available to you.
This eight-week challenge will help you multiply what matters most. Each week, we'll meet for 30 minutes to discuss a strategy to stay top-of-mind with your clients – by delivering value, building trust and creating deeper relationships.
Exceptional service is just a call or click away. Let us show you how whatever the question, whatever the need, Ash Answers.
You don’t need to be an expert on any insurance topic – just bring your clients and we’ll do the rest. As a third-party educator, we familiarize your clients with the benefits of an insurance strategy and answer any questions. From the invite to follow-up, we provide the platform and the speaker. All you have to do is schedule a session, then invite your clients to attend.
These seminars work. After the presentation, we provide a report of who attended, so you can start a meaningful dialog. It’s great for attracting brand-new prospects or moving existing discussions forward, at no cost to you.
Check out the sample presentations below, or see our digital marketing bundle for FINRA-approved seminar materials you can use for your own presentations.
These presentations can be customized to your audience. Contact us to see how they can create new revenue and relationships.
Staying in front of your ideal prospects and continuing to grow your audience takes time and expertise. We can help. These services – available for an additional fee – will help you develop and execute a strategy to increase your revenue.
Stay in front of your contacts with ready-to-go content that enhances engagement and efficiency. You’ll get industry-focused articles, automated emails, a lifestyle magazine, social posts and FINRA-approved seminar materials.
Get in front of new prospects and fill your pipeline with the individuals you need to increase your revenue. You’ll get access to high-quality content to share, paid digital advertising and 1-on-1 coaching for success.
Create a brand strategy that clarifies your message and cuts through the noise. Using the StoryBrand framework, you’ll get a fresh BrandScript, one-liner, custom lead magnet, campaign copy and homepage wireframe.