22 Jan 2018

3 Ways To Make Wellness Your Competitive Advantage

Almost everywhere you turn, people are talking about wellness. It’s on the news. It’s on social media. It’s in every day conversations that you have with your friends and family. That’s because we know more today than ever about how the human body works. Furthermore, that information has never been so accessible. Just ask Alexa, Bixby or Siri.

With all this new information and all these new tools, it’s never been so easy to take charge of your own well-being. And that doesn’t only mean your physical health. It’s also about how you manage stress and how you balance your work and personal lives. In other words, it’s equal parts health and state of mind.

In your role as financial advisors, you provide clients with advice that helps them build a solid future. Now, you can make use of the heightened focus on wellness to be even more effective in doing that.

Here are three simple ways to turn wellness into your competitive advantage.

  1. Do Your Homework 
    Find a way to stay up to date with the latest health and wellness trends. You can sign up for health news alerts from your favorite media outlet; follow health influencers on social media; or find blogs – like our own Dr. PALIG News – that provide you with practical and relevant information.

  2. Share Your Knowledge
    Once you’re up to speed with what’s new in the world of wellness, you can share that knowledge with your clients and prospects. The key is to keep it relevant – either to their interests or to recent events in their lives. And when you do this, you strengthen your credibility in their eyes and establish yourself as someone who is truly paying attention to their needs.

  3. Connect The Dots
    People want to be well so they can enjoy life. What they may not realize is the role that insurance plays in achieving that well-being. It’s up to you to connect the dots for them. 

Here are a few examples:

  • Being healthy can positively impact the cost of purchasing insurance, making it more affordable
  • Having insurance provides peace of mind and reduces the amount of stress in your life
  • Combining wellness with a solid financial plan gives you the freedom to live the life you want and live it well

If you add this component to your sales strategy you will increase the value that you add to your clients and prospects. That will positively impact your results and help you have a greater sense of well-being too!



Related Articles