Your yearly marketing plan should be viewed as a living document. While it should have a solid foundation that clearly states your goals and the means to achieve those goals, your plan should also be flexible with room for changes as needed. The transition from one quarter to the next is a good time to…
When it comes to marketing, consistency is key. Prospects need to interact with your brand/message between 5 – 12 times before they act upon your call-to-action. And you should engage your existing clients at least once every 30 – 60 days. The question is, do you have a good reason to make these connections? Holidays…
Marketing tips that will help you strengthen your brand, build an online following, and reach more prospects during the slow summer months
An advisor’s first face-to-face meeting with a prospect is, like all first impressions, very important. This is where your prospect gains a sense of you as a professional and service provider. If they leave the appointment confused or with a bad taste, they probably won’t park their retirement with you, no matter your years of experience or credentials.
Annuity sales are on fire right now. Fueled by market volatility, consumers in 2021 spent roughly $255 billion on annuities. According to LIMRA, that marks the third-highest annual total in history. All types of annuities saw increased sales last year. However, the biggest growth came from registered index-linked annuities, which jumped a record 61% in…
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.
Real-time marketing activities can show that you are a reliable source of information and assistance The last two years have seen a whirlwind of events and actions that have directly impacted consumers’ personal finances. The coming months are likely to bring more. The question is, how are you going to respond? Responding quickly to current…
April and October are traditionally known as CD replacement months, a designation that traces back to the October 19, 1987 “Black Monday” stock market crash. Investors, scrambling to protect their assets from the collapsing market, found safe harbor in Certificates of Deposit. The story behind CD replacement month highlights how major economic events can leave…
For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better. Inflation is at an all-time high, the Federal Reserve just raised interest rates, and the economy is still in a state of tumult. Now more than ever, people need accurate and trustworthy financial advice. This is where…
A website is among the most valuable marketing tools an agent or advisor has at their disposal. As the “digital face” of your brand, it’s where consumers will form their first impression of your business and the potential value you can provide. The primary purpose of your website should be to help attract new clients…
