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 we move into 2024, you must keep those new ideas flowing. Below are a few ways you can get that ball rolling.
Lead Magnets
A lead magnet is a marketing tool that offers a “freebie” in exchange for a consumer’s contact information. The give is typically a piece of content but can be just about anything your target market might consider relevant or valuable.
Recent times have seen digital lead magnets become just as effective as their traditional counterparts, if not more so. That said, something more personal, such as an offer for a free round of golf to anyone who schedules an appointment for a financial review, is a popular option.
Popular digital lead magnets include:
- Reports/Case Studies
- E-books
- Financial Wellness Surveys
Lead Vendors
Lead vendors are companies that connect agents and advisors with potential new customers. This can be a valuable tool in the absence of more traditional lead generation activities. IAMS can connect you with several lead vendors and programs. Our relationships with these companies have generated countless qualified life and annuity leads for our agents. Because each of these lead vendor programs works differently, agents need to make sure they find the right fit for their business. Do your research to find the lead vendor that best meets your needs. The IAMS team is always available to answer any questions you have. One of our newest and more popular vendors offers everything from seminar marketing to video sales letters. Learn more about them at www.safemoneyevents.com.
Tax Planning
The amount of tax and economy-related legislation that has passed or been proposed in recent years has been staggering. Even this far into a new administration, the tax environment ahead remains unclear. This offers several planning opportunities to present to your clients. Act now before any legislative changes take place and work to establish flexible strategies.
Many of your clients, especially those at or near retirement age, could face a higher tax burden due to the uncertainty on the horizon. Don’t wait for action in Washington. Be proactive and start talking to your clients now about how you can protect their wealth.
Dive Into the Unknown
Don’t limit yourself to the ideas listed above. There are numerous ways you can continue to grow your business during these challenging times. Are you looking for more ways to expand your horizons and make more sales? We have the answer.
IAMS’ 24 Sales Ideas for 2024 provides an exclusive list of valuable tips and best practices aimed at helping advisors achieve growth objectives. This newly updated edition of one of our most popular guides offers a variety of low-cost, low-pressure prospecting strategies and innovative ways to boost your brand.
Click below to request your free copy today.
