Motivating the Advisor & Agent Community

Financial advisors, life insurance agents & sales reps know their clients and a lot can be learned from their experiences and reaction to new concepts. 

Financial advisors and other client-facing reps can be tapped to learn more about…

  • How you can more effectively support the people who sell your products with prospecting, marketing collateral, education & backroom support
  • What you can do to encourage reps to sell whole versus term life
  • How clients & prospects perceive the strengths and weaknesses of your brand compared to others
  • The impact of commission and fee structures on advisors’ willingness to sell your products
Our team is capable of finding and interviewing financial professionals – advisors, captive & independent agents, RIAs and brokers – from all channels, and our success is attributable to our genuine familiarity with their business and our ability to speak their language.
Careers Greenwald & Associates