Staying connected with clients while social distancing rules are in place doesn’t have to be as challenging as it might seem. There are several digital conferencing platforms available that allow for real-time videoconferencing. One of those services – Zoom – has become by far the most widely used over the last month. Employed by everyone…
Social distancing and “Safer at Home” orders have changed the way we do business. At the same time, the current situation has made the role advisors and agents play in their clients’ lives more crucial than ever. Market volatility has many concerned over their long-term financial wellbeing and retirement accounts. The cause of that volatility,…
We are in extraordinary times. With extreme (but necessary) preventative measures in place due to the coronavirus outbreak, doing business and marketing can be challenging for financial professionals. People will still need financial solutions as we all collectively weather the storm. Given what has happened to the markets over the last three weeks, more and…
With the novel coronavirus now reaching pandemic levels, financial professionals may be wondering how to conduct their business and marketing. Because so much of a financial advisor’s strength in selling relies on trust conveyed through in-person meetings, the preventative steps suggested to combat coronavirus spread (that is, avoiding large groups of people) can, at first…
The value of incorporating video into your overall marketing strategy cannot be understated. No matter the platform, video outperforms every other advertising medium by a longshot. The answer to why video marketing is so effective can be summarized in one word – psychology. Televised messages have become commonplace. We tend to look for those connections…
The term “social media” is often thought to be interchangeable with Facebook. The association is for good reason. Facebook is arguably the most popular social platform out there and used by businesses across every industry imaginable. But that doesn’t mean it holds the most value. Advisors casting their nets for bigger fish would be wise…
Marketing efforts that make an emotional connection can be one of the most effective ways to capture consumer attention and leave a lasting impression. Do you remember the movie “Old Yeller?” Of course, you do. And you also know why you’ll never forget watching the film. A boy and his dog. Love and loss. Life…
Whether you love it or could live without it, Facebook is one of the most effective digital marketing tools financial professionals have at their disposal. The platform is a one-stop-shop for targeting prospects and new leads across multiple demographics. However, Facebook is only effective when used strategically. Are you getting the most from your Facebook…
With every new year comes a laundry list of new trends that will impact the way many of you will do business. Emerging tech, demographic shifts, and changing culture all play a role in the lives of a small business owner. As one of those small business owners, you’ve probably already seen your share of…
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Act into law. The SECURE Act marks the most significant overhaul to retirement policy in years. And with these changes, comes a need for many people to review, or even revise, their retirement plans. This presents multiple prospecting and marketing opportunities…
