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Multichannel Marketing for Advisors

The vast expanse of the digital landscape means a message limited to one channel will miss a portion of the intended audience. Marketing across multiple platforms is a great way to expand your reach and connect with as many prospects as possible – two goals at the heart of any multichannel marketing strategy. Multichannel marketing…

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Are Your Clients Working During Retirement?

Americans are more skeptical about retirement than ever. And understandably so. After two years of the COVID-19 pandemic, we have entered an environment of record inflation rates, higher-than-average gas and consumer goods prices, and a tumultuous stock market. This has all led to an increase in the number of people who plan on continuing to…

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Marketing Automation for the People

Content marketing has become one of the most valuable and effective methods for consumer engagement, far outpacing the traditional strategies many businesses have come to rely upon. According to recent studies, 70% of internet users would rather learn about a product or service through content versus traditional (print, TV, radio) advertisements (Cision). Are you taking…

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Marketing Strategies for A Volatile Time

Today, record inflation and the biggest stock market slump since the onset of the pandemic are giving retirees good reason to be concerned about their portfolios. The downturn has wiped out an estimated $3 trillion from retirement accounts so far this year; recovery from the decline could take at least two years. While people who…

Five Ways to Ruin the First Appointment

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.

What Is Real-Time Marketing?

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…

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CD Replacement Month

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…

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Leveraging Financial Literacy Month

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…

The tail of a Whale diving

Going After Your Whales

While you may have a healthy book of clients, there are likely a few big prospects you have your eye on. Your whales. These are the prospects that could take your practice to the next level, either through career cases or high-value lifetime planning opportunities. Because of their stature and the difficult nature of converting…