Happy Christmas holidays. Santa's Helper delivering holiday presents for children, panorama

Holiday Marketing Tips

The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will be bombarding consumers with holiday deals, sales, and offers. The overabundance of aggressive messaging can leave people suffering from a serious case of ad fatigue. Your holiday marketing campaign should be about showing appreciation, rather than sealing a deal.…

A young businessman on sofa reading newspaper in the office

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…