Mature financial agent showing new investment to young couple. Happy financial advisor discussing with a couple their mortgage loan. Happy couple consulting their bank agent about savings plan.

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…

expert advice

Learn From the Best

Ascend 2022 is officially in the books. IAMS’ second-annual virtual kick-off brought some of the top experts in the financial industry together in one place; we consider the event to be a great success and would like to thank everyone who made it possible. The presentations at Ascend covered a wide array of industry-relevant topics.…

Facebook business marketing

Year-End Facebook Primer

Facebook, despite the seemingly constant barrage of controversy, isn’t going anywhere anytime soon. Not only is Facebook here to stay, it’s poised for continued growth as we move into 2022. A recent poll found that 79% of marketers bought paid advertising on Facebook. And 50% of them plan on increasing their investment in the platform.…

Depressed man looks at laptop with lost internet connection sitting at table

The Great Facebook Crash of 2021

If you’re reading this, it’s safe to assume you survived the Great Facebook Crash of Oct. 4, 2021. The massive outage took down Facebook, Instagram, and WhatsApp for roughly six hours. Like any other website or social media network, Facebook is prone to the occasional outage. While most are brief, the most recent crash was…