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The Mass Affluent Opportunity: Are You Missing Out?

In the decade since the launch of Facebook, social media platforms – including Twitter and LinkedIn – have established themselves as a trusted place for the Mass Affluent to locate and engage with financial companies and the information that they provide. Insurance agents and financial advisors need to institute a social media presence so they can not only demonstrate that they are tech savvy and cutting edge, but also to become an indispensable resource for maintaining their relationships with existing clients while finding new prospects in an actionable way.

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.

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.

Family Ties: The Secret to Foreign National Prospecting

The Foreign National market is large, lucrative and underserved. But to excel in this market it’s important to qualify clients upfront. The following case study provides an example of how to qualify a prospect and then offer the right solution. Jessica, 26, recently graduated from…

People Need Life Insurance & They Know It

Life insurance protection is the foundation of a family’s future, providing cash exactly when it is needed most to:

Female clients need the financial confidence a professional provides

Women have made great strides in the workforce and many have amassed impressive personal wealth over the years. It also demonstrates an opportunity for financial professionals to increase their client base by appealing to women.

Marketing Solutions with EasyLife Direct

Highland Capital Brokerage is proud to deliver best-in-class service and support for our customers.  Our Vice Presidents are unmatched in the industry at providing consultative and objective solutions for both your clients and your practice. Our goal is to be your full-service partner for life…

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