The Value of Relationship Marketing

The relationship between you and the client is one of your most important assets. Focusing on loyalty and long-term engagement will almost always pay off more than “turn-and-burn,” sales-focused approaches. This is especially true today when people value experience, communication, and personality. Not only do they value these attributes, but they have also come to…

Front view of a businessman using digital tablet with many glowing people icons coming out of it. Conceptual of social distancing and social media interactions.

Expanding Your Social Media Reach

Nearly every producer we work with here at IAMS uses some form of social media marketing. Maintaining an active presence on platforms like Facebook, LinkedIn, and even Instagram is vital for fostering your relationship with existing clients and name recognition. That said, the real value of social media lies in the opportunity to reach new…

Personal Savings And Budget Planning. African American Daddy And His Son Boy Putting Coin In Piggybank Raising Money Sitting On Couch At Home. Child And Financial Literacy

Spring into Financial Literacy Month

For nearly 20 years, April has been recognized as National Financial Literacy Month. The timing couldn’t be better today. Inflation is still impacting consumers, the Federal Reserve continues to raise interest rates, and the economy is more concerning than it has been in years. Now more than ever, people need accurate and trustworthy financial advice.…

Software developer checking banking account via appication on smartphone when calculating money

CD Renewal vs Replacement

April is one of the biggest months for CD renewals. Despite low returns, untold amounts of money will roll back into CDs. This means lower spending power for those who rely on CDs for savings vehicles. So why are so many consumers willing to renew rather than replace? Reasons for Renewal Simply put, it’s convenient…