A marketing plan is a lot like a business plan. It organizes many aspects of your business and projects forward to specific, achievable goals. You can think of a marketing plan as part of your overall business plan or as something that dovetails with your business plan. Having a written catalog of marketing goals is…
According to the 2020 Insurance Barometer Study, nearly half of American adults (46%) are without a life insurance policy. With the ongoing COVID-19 pandemic, the need for coverage is greater than ever. This fact is not lost on consumers, as 36% of participants said they planned on buying a policy in the next year. Not…
In mid-July, the IRS issued a bulletin warning people of multiple tax scams targeting taxpayers, especially retirees. The “Dirty Dozen” list outlines several scams that people should be looking out for. “Tax scams tend to rise during tax season or during times of crisis, and scam artists are using pandemic to try stealing money and…
Digital marketing is more of an art form than a science. Making that all-important emotional connection often requires a fluid, non-linear approach. That’s not to say static, broad-based strategies don’t have value. However, it’s important to keep your finger on the pulse and react to current events that directly impact your target audience. This approach…
While there is no secret recipe for the perfect landing page, there are ways to significantly boost your chances of turning a click into a conversion.
Advisors can offer valuable information to protect their clients against phishing scams and cybercrime, both of which have increased during the COVID-19 pandemic
Marketing tips that will help you strengthen your brand, build an online following, and reach more prospects during the slow summer months
Financial advisors can generate more new leads by taking these 10 simple steps for optimizing their website.
Unprecedented times call for unorthodox responses. The COVID-19 pandemic has forced businesses to take a different approach to the way they market themselves and their services. By this point, most of you have adapted to the new way of doing business – video appointments, webinars, an increase in digital and social media marketing. In a…
Marketing tips to help advisors write more business by overcoming some of the most common annuity objections and misconceptions.