How do you primarily communicate with your existing clients and recent leads? Email might not have the current appeal of social media and video, but for communicating with existing contacts, it is still critical. Ideally, you should organize your contacts… Read More »Getting Started with Email Marketing
If you’re an agent working the annuity markets, you know fixed and indexed annuity sales are at historic highs. If you’re not, now is the time to get involved. Interest rates are up, stock and bonds markets are down, and… Read More »Getting In On The Annuity Stampede
Advisors don’t need to be digital design geniuses or social media influencers to create and maintain an effective internet presence. Conversely, in 2023 financial professionals must have at least a basic online foothold. Younger generations prefer to operate remotely and… Read More »Establishing a Digital Baseline for Your Advisory Business
How much business did you close last year from referrals? All advisors know that referrals from clients are critical. In an increasingly competitive marketplace and a difficult economic environment, building and growing your referrals should form part of your marketing… Read More »Systemize and Plan your Client Referral Strategy for Long-Term Success
As ever, the turning of the year means tax season is just ahead. When it comes to the taxation of annuities the devil is inevitably in the details. Advisors can demonstrate value here by showing understanding of the complexities of… Read More »Client Annual Tax Returns & Annuities
An uncertain economy and a looming recession might not feel like the optimal environment for increasing your marketing, but there really is opportunity everywhere. The keys to success right now are understanding client needs and refining your messaging to address… Read More »Double Down on your Marketing Efforts in 2023
Advisors should use an end-of-year client review as an opportunity for showing value with a view to future sales. It is important not to allow it to become a box-checking exercise. It is a chance to remind clients of all… Read More »Make The Most of The End of Year Client Review
Social Security and Medicare planning are critical for your clients in or nearing retirement. Even the wealthier names in your book will have been interested in the Social Security Administration’s 8.7% increase in the Cost-of-Living Allowance (COLA). What might the… Read More »How Financial Planners Can Advise their Clients on The SSA’s new Cost-of-Living Allowance
Why pay for it? Why risk it? The Bull/Bear model is an investment strategy commonly used by brokers and fund managers. The concept involves utilizing long-term, low-activity portfolio management with differing investments specific to Bull and Bear markets. Portfolio allocations… Read More »The Bull Bear Model
Like the clients we serve, the industry is graying. The average age of financial advisors in the US is 55, 20% of them over 65, and only 11% are under 40. We are going to need a younger talent pool.… Read More »Hiring, Training, and Retaining Young Financial Advisors