Convert Prospects into Clients at Events with These 7 Best Practices

Posted by Patricia Deschineau

June 5, 2018 at 10:00 AM

Is planning events worth the effort? After all, they require a lot of time and money—and the return on investment is minimal if you don't convert prospects into clients.

On the other hand, events can be fun, memorable experiences. Plus, they have the potential to be instrumental in building your business.

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Topics: Marketing

Find the Right Client Event Idea

Posted by Patricia Deschineau

May 30, 2018 at 1:30 PM

A client event is a great way to strengthen client relationships, meet prospects, and market services to your target audience. But given the time and effort it takes to plan, organize, and execute, how can you ensure that your event is successful?

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Topics: Marketing

Are You Ready to Answer Client Questions About the New Medicare Card?

Posted by Anna Hays

May 29, 2018 at 10:00 AM

If you’re like most financial advisors, you’ve supported your clients through many phases of life, and now, a number of them are enrolling in Medicare. As your clients enter into this next phase, they’re likely to come to you for answers to their questions about health care in retirement. By educating yourself and your team on how to respond to these concerns, you can provide a value-added service to guide older clients through this time of transition.

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Topics: Retirement Income Planning

How to Develop a Social-First Marketing Strategy

Posted by Sarah Howes

May 23, 2018 at 1:30 PM

You’re likely aware that younger generations get much of their information online, often from social media. In fact, according to the Nielsen 2016 Social Media Report, adults ages 18 to 34 spend (on average) a little more than six hours on social media networks per week. Not your primary target?

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Topics: Social Media, Marketing

Take Your Website to the Big Leagues: Uncovering Trends with Analytics

Posted by Deb Hawkins

May 22, 2018 at 10:00 AM

In Moneyball: The Art of Winning an Unfair Game, Michael Lewis describes how the Oakland Athletics used analytics to build a competitive team on a fraction of the budget of league leaders like the New York Yankees. It’s an interesting read, and I think you’ll find the lessons apply to one area of your business in particular: your website.

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Topics: Technology

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