Climber arrive on the summit of a mountain peak. Concepts: victory, success, achievement, triumph.

Reach the Top at Ascend 2024

We’re only a few days out from IAMS’ fourth annual virtual kick-off event! Ascend 2024 brings together some of the best minds in the financial services space and covers industry news, marketing strategies, sales concepts, and much more. Last week’s Marketing Corner introduced you to this year’s featured speakers. These three industry leaders – “The…

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Advisors running a drip email campaign

Staying Top-of-Mind: The Role of Drip Campaigns in Your Marketing Strategy

Maintaining a consistent presence in the minds of prospects and clients is paramount to running a successful business. Drip campaigns – automated email sequences strategically designed to nurture leads and guide consumers through the sales funnel – have proven to be a potent tool for financial advisors. Understanding Drip Campaigns Drip campaigns involve sending a…

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Are You Ready for 2024?

The effort you put in at the end of one year can have a significant impact on how you start the next. This is a good time for settling accounts, getting your books in order, and conducting holiday marketing activities. But what are you doing to prepare for the beginning of the new year? While…

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2024 goals concept.Hand holding a wooden cube from the past to 2024 on stack of coins to set business cost target and budget plan new year concept.

Marketing Trends for 2024

Marketing and how we do business are always evolving. This has been especially true over the last few years. As we move into a new year, we need to look at embracing new tactics, or revisiting older methods that have become viable again. For agents and advisors specifically, there are a few trends and tactics…

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Targeted grassroots marketing

Marketing Outside the Box

When you think of the different marketing/advertising methods at your disposal, what comes immediately to mind? Digital and print ads? Commercial spots with your local TV and radio stations? Social media? All of the above are effective ways of getting your brand out there to your target market, but they also exist in a very…

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Holiday Marketing Tips

Holiday Marketing Tips

The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will bombard 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. By…

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Sign on Constitution Avenue for the US Department of Labor HQ at the Frances Perkins Building in D.C.

Decoding the DOL’s New Fiduciary Rule

The Biden Administration announced last week the latest Department of Labor (DOL) amended fiduciary rule proposal that, if adopted, would dramatically impact the way independent advisors do business with any qualified money sales. The DOL’s 800-page “Retirement Security Rule” (available here) is allegedly designed to close loopholes in the current “Best Interest” regulations, including as…

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