Social Media

Tag Archives

Social Media Marketing Strategy for Financial Professionals

These days, just about every company can benefit from a social media campaign.


Keep Existing Clients While Building Relationships with New Ones

Life insurance agents and financial planners are often focused on what they can do to attract new clients, but it’s important that they not forget about existing clients, as studies have shown personal relationships are a huge part of retention.


Technology Is Changing The Way You Should Sell Insurance

The Internet is creating a new sales environment that demands you, as a financial professional, have an online presence. In the past, selling financial and insurance products relied on making a great first impression with potential clients and building relationships. You focused on meeting new clients through referrals and cultivating a strong reputation within your community and industry. 


4 Ways to Stay Ahead of Your Competitors in 2015

Every year is a new year when it comes to what retirement advisors can expect from their clients, potential sales and the market. This year is no exception, and many variables such as technology and life expectancy are already shaping 2015. While some trends come and go, staying on top of these changes is the only way to improve your sales process year after year and grow your business.


Boost Your LinkedIn Presence with the Site’s Super Users

Financial services professionals who continue to ignore the potential of social selling are doing themselves a disservice. Data from Campaigner’s latest marketing trends survey showed that marketing professionals cite social media as the second-best driver of return on investment.


Making the Most of Social Selling on LinkedIn

With the rise of social media has come the ascent of social selling. While “social selling” may sound like just another buzzword that’s here today and gone tomorrow, it’s actually a new version of what financial professionals have been attempting since the industry first began: Building personal brands.


Companies Supporting Sales Through Technology, Producers Should Follow Suit

Reliance on technology in the business world is only growing, so it should come as no surprise that spending in this market is on the rise, too. International Data Corporation reported in April that the business technology spending market would increase from $236.6 billion in 2012 to $330.7 billion in 2017.


Page 1 of 212