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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The effort you put in at the end of one year can have a significant impact on how you start the next. This is a good time for settling accounts, getting your books in order, and conducting holiday marketing activities. But what are you doing to prepare for the beginning of the new year? While…
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Marketing and how we do business are always evolving. This has been especially true over the last few years. As we move into a new year, we need to look at embracing new tactics, or revisiting older methods that have become viable again. For agents and advisors specifically, there are a few trends and tactics…
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When you think of the different marketing/advertising methods at your disposal, what comes immediately to mind? Digital and print ads? Commercial spots with your local TV and radio stations? Social media? All of the above are effective ways of getting your brand out there to your target market, but they also exist in a very…
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The holiday season provides a wealth of marketing opportunities for advisors. Retailers and similar businesses will bombard consumers with holiday deals, sales, and offers. The overabundance of aggressive messaging can leave people suffering from a serious case of ad fatigue. Your holiday marketing campaign should be about showing appreciation, rather than sealing a deal. By…
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