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Multichannel Marketing for Advisors

The vast expanse of the digital landscape means a message limited to one channel will miss a portion of the intended audience. Marketing across multiple platforms is a great way to expand your reach and connect with as many prospects as possible – two goals at the heart of any multichannel marketing strategy. Multichannel marketing…

Off-Holiday Marketing

When it comes to marketing, consistency is key. Prospects typically need to interact with your brand/message between 5 – 12 times before they act upon your call to action. And you should engage your existing clients at least once every 30 – 60 days. The question is, do you have a good reason to make…

Elevate Your Business

IAMS’ first in-person Life and Annuity Academy of 2024 was barely a month ago, but we’re already planning the next event. Those who couldn’t attend the May Academy in Des Moines have a second chance coming right around the corner. In July, we are opening the doors of our Omaha office to a group of…

Boost Your Annuity Sales Now

Annuities have been a hot commodity as of late. Fueled by market volatility, consumers in 2023 spent roughly $385 billion on annuities. That marks a 23% increase from last year’s sales figures. That momentum is not showing any signs of slowing down. LIMRA is projecting that annuity sales in 2024 are well on pace to…

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Underutilized Sales Opportunities

As a producer, you know that seizing every sales opportunity is crucial for growth and success. Yet, even the most diligent among us can miss valuable prospects hidden in plain sight. While traditional methods of client acquisition are essential, there are often overlooked avenues that can significantly enhance your client base and revenue streams. Keep…

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Mastering Client Communication

Client communication is vital to a successful business Effective client communication lies at the heart of successful financial advisory relationships. As a financial advisor, your ability to build trust, maintain regular contact, and convey complex financial concepts in a clear and understandable manner is crucial. Here are some proven tips and best practices to elevate…