jrosskline
New Member
Hello all!
I did a search on Insurance Forums for reviews of "The PILLAR System" and couldn't find anything on it. So I wanted to see if any of you have used it, and get your advice on their program.
I would provide a link to their page, but I am not allowed to post links yet. So you can just Google "Partners Advantage" and click on "The PILLAR System" tab from their website.
To give you some context...I am currently in the new business acquisition phase of my practice, so I'm looking for programs and resources to teach me how to gather clients.
As a secondary question: I have been in the Insurance industry for about 3 years as a supplement to my accounting practice. When I got into the business, I affiliated with a BD that was recommended to me. However, being that I only offer insurance products and am not securities licensed, I am reevaluating my affiliation with them due to the fact that they don't really support insurance only advisors...and take a fat portion of my commissions.
I still want assistance with practice management, so I have looked at LifePro and Partners Advantage (which is how I saw the PILLAR System) as an alternative to being affiliated with a BD. What would your advice be in my case?
Thanks,
Ross Kline
I did a search on Insurance Forums for reviews of "The PILLAR System" and couldn't find anything on it. So I wanted to see if any of you have used it, and get your advice on their program.
I would provide a link to their page, but I am not allowed to post links yet. So you can just Google "Partners Advantage" and click on "The PILLAR System" tab from their website.
To give you some context...I am currently in the new business acquisition phase of my practice, so I'm looking for programs and resources to teach me how to gather clients.
As a secondary question: I have been in the Insurance industry for about 3 years as a supplement to my accounting practice. When I got into the business, I affiliated with a BD that was recommended to me. However, being that I only offer insurance products and am not securities licensed, I am reevaluating my affiliation with them due to the fact that they don't really support insurance only advisors...and take a fat portion of my commissions.
I still want assistance with practice management, so I have looked at LifePro and Partners Advantage (which is how I saw the PILLAR System) as an alternative to being affiliated with a BD. What would your advice be in my case?
Thanks,
Ross Kline