A marketing plan is a lot like a business plan. It organizes many aspects of your business and projects forward to specific, achievable goals. You can think of a marketing plan as part of your overall business plan or something that dovetails with your business plan. Having a written catalog of marketing goals is particularly…
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An advisor’s first face-to-face meeting with a prospect is, like all first impressions, very important. This is where your prospect gains a sense of you as a professional and service provider. If they leave the appointment confused or with a bad taste, they probably won’t park their retirement with you, no matter your years of experience or credentials.
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In the financial services space, leveraging data analytics for targeted marketing can be a game-changer in attracting more leads and prospects. By analyzing client data, producers can gain valuable insights that help tailor their marketing efforts to meet the specific needs and preferences of potential clients. Understanding Data Analytics Data analytics involves collecting and analyzing…
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Your yearly marketing plan should be viewed as a living document. While it should have a solid foundation that clearly states your goals and the means to achieve those goals, your plan should also be flexible with room for changes as needed. The transition from one quarter to the next is a good time to…
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Financial advisors can generate more new leads by taking these 10 simple steps for optimizing their website.
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While there is no secret recipe for the perfect landing page, there are ways to significantly boost your chances of turning a click into a conversion.
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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…
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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…
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Marketing tips that will help you strengthen your brand, build an online following, and reach more prospects during the slow summer months
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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…
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