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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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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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…
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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…
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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.…
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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.…
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Digital marketing is always evolving. This has been especially true over the last two years. As we move into 2022, many of the new marketing techniques we adopted early on during the pandemic have become commonplace. For agents and advisors specifically, there are a few trends that should play a huge role in your 2022…
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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 prep for the beginning of the new year? While…
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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…
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Historically speaking, October has been a tumultuous month for the economy. This year will bring the 34th anniversary of Black Monday (October 19, 1987) and the 32nd anniversary of the Friday the 13th Mini Crash (1989). While the more recent financial crisis of 2008 played out over several months, much of the action – Lehman…
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