1. Top Ten Reasons To Be In
Financial Services with Northern Rockies Group
10. COMPLEXITY. Finances are much more complex than ever before and the choices are end-
less, which means that people need financial advisors/coaches to sift through it all and they
need someone they can trust to give educated advice.
9. LONGEVITY. People are living longer and need more money for a longer period of time.
Generations are realizing that there is life after age 65, and there simply is more need to look
out for the future and have a financial plan to handle it.
8. SUPPORT. Home offices and agencies have recognized that high turnover of agents/advisors
is costly. As a result, they are providing more support and making a more concerted effort to
retain and help ensure the success of both new hires and talented veterans.
7. ENTREPRENEURSHIP. Being your own boss and having more control of your own destiny
are part of the America dream, and it becomes even more attractive during these times of cor-
porate downsizing. This industry is the perfect environment for the entrepreneurial spirit.
6. FINANCIAL FREEDOM. The desire for financial freedom and the concern for financial, family
and person security are at an all time high. Building a nest egg is a way of building the free-
dom and security people are looking for. Agents/advisors get to do that for themselves and
their clients.
5. THE “I” WORD. Insurance has become a more attractive as a smart product and a safeguard
against the unexpected. The “I” word is back in vogue and financial planning has become
more important than ever.
4. VALUE. More companies encourage cross-selling of products, which means that clients are
the greatest beneficiaries...they can receive better advice and value than ever before.
3. ROAD MAPS FOR SUCCESS. As the industry matures, the successful road maps of the past
agents and advisors are well documented and more readily available. This is good news for
new hires….they don’t always have to learn from the school or hard knocks. Success leaves
clues and new hires get to learn and institute proven ways of doing business, in order for them
to build successful practices.
2. VOLATILITY. The volatility of the stock market has hit everyone like a ton of bricks, as has
the need for good financial advice and trustworthy advisors from a solid and secure mutual
company.
1. LONG-TERM THINKING. Patience and temperance have come back in style, and people
are realizing the truth will not only set you free, it’ll keep you free. Reputations are golden in
this industry, as is the need for a long-term financial plan.
Jill MH Taber—Director of Recruiting & Marketing
Northern Rockies Financial Group
o: 406.490.5216 / c: 406.728.6699
jill_taber@glic.com