Category Archives

Social Media Marketing Strategy for Financial Professionals

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

How to Attract High Net Worth Clients

Every financial professional understands that high net worth clients are extremely valuable in the long term. These individuals have more assets to invest than anyone else, and that makes them ideal candidates for extensive financial guidance.

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.

Financial Advice: What Women Want

The majority of the nation’s wealth is expected to soon be controlled by women and if over half of those women prefer to receive financial advice from other women, then men- you’re in trouble.

How to Use Email to Accelerate Sales

Despite its age, email is still widely used, and can be effectively utilized as a marketing tool in its own right.

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.

Don’t Let Email Marketing Fall by the Wayside

There’s no denying that social media has changed the game for how financial professionals can engage with potential clients. Platforms like Facebook, Twitter and LinkedIn have made it easier than ever to get people talking about important financial planning issues, from wealth transfer to long term care.

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