Tax season is upon us. While it is unlikely you will be processing your client’s taxes, there are opportunities to be found within their tax return. Those tax returns tell a story. This snapshot of last year’s financial activity is a great resource that advisors can use to help write the next chapter: One that…
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Branding is one of the most important aspects of your business. Your brand is how people recognize, identify with, and perceive your company. In marketing terms, a brand is typically defined as a “concept that helps people identify a particular company, product, or individual.” A brand is more than a logo and slogan. These are…
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February kicks off the Insure Your Love life insurance marketing campaign. Put together annually by the non-profit organization Life Happens, Insure Your Love connects to sentiment surrounding Valentine’s Day to raise awareness about the value of life insurance products. Each year brings a new approach to the Insure Your Love campaign. Over the years we’ve seen everything from a tear-jerking father/daughter…
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The last few years have taught us the value of adaptation. Inflation, rising interest rates by the Fed and market volatility have all forced producers to stay ahead of the curve and think outside of the box to maintain a steady book of business. Selling in this landscape requires incorporating new ideas and tactics. As…
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The Ascend 2024 Virtual Kickoff may be over, but here at IAMS, we’re just getting started. The event brought some of the top experts in the financial industry together in one place. We consider Ascend to be a great success and would like to thank everyone who made it possible. The presentations at Ascend covered…
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Selling financial products and services can be challenging. The process of turning a newly identified lead into a loyal client involves multiple factors. Everything from your initial marketing touches to the way you come across during personal interactions can, and will, influence the consumer’s final decision. One of the biggest factors at play here is…
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We’re only a few days out from IAMS’ fourth annual virtual kick-off event! Ascend 2024 brings together some of the best minds in the financial services space and covers industry news, marketing strategies, sales concepts, and much more. Last week’s Marketing Corner introduced you to this year’s featured speakers. These three industry leaders – “The…
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In our industry, there is no such thing as a shortcut to the top. Whether you’re a seasoned producer or still learning the ropes, you know the amount of determination and dedication it takes to make a living. But you want to do more than just get by, right? To be a top producer, you…
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The saying “new year, new you” doesn’t always apply to a well-intentioned New Year’s resolution maker. January 1 is also the date that many new laws and regulations passed the previous year go into effect. For 2024, the first day of the year brought about a slew of new changes to Social Security, many of…
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Maintaining a consistent presence in the minds of prospects and clients is paramount to running a successful business. Drip campaigns – automated email sequences strategically designed to nurture leads and guide consumers through the sales funnel – have proven to be a potent tool for financial advisors. Understanding Drip Campaigns Drip campaigns involve sending a…
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