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4 min read

Maximize Your Leads: Why Operating a Dynamic Ping Tree Is Essential for Underwriting More Insurance Policies

By Ken Leibow on 8/31/22 10:00 AM

In the past, I have written about lead generation solutions as well as tracking clients on customer relationship management tools (CRMs) and marketing programs, but there hasn’t been a focus on lead conversions. At an industry conference this year, I learned about Phonexa, the company working to bridge the gap to generate more sales from leads. It’s important that advisors, especially those who run agencies and invest heavily in lead generation through marketing, learn about maximizing those leads.  

Topics: Marketing Technology Tools Sales & Marketing Technology FinTech CRM
4 min read

7 Growth Hacks to Grow Your Practice in Two Years

By Brad Swineheart on 1/14/22 8:30 AM

If you are a financial advisor trying to grow your practice, Dean Thurman, Senior Partner of InvestWise Financial and Co-Founder of White Glove, has a few growth hacks for you.

While many advisors were down in revenue during 2020, Dean’s office showed a 5% increase.  So far in 2021, Dean’s office is showing 53% revenue growth.

Dean attributes much of his success to these 7 growth hacks that his office has put into place over the last few years.

Topics: Marketing Grow Your Business Potential Partners for Advisors
3 min read

5 Easy Ways to Stay Top of Mind

By Brad Swineheart on 12/31/21 11:30 AM

Are you leaving money on the table?

If you aren’t nurturing and engaging with your leads and clients, the answer is yes. According to Invesp, “Companies that excel at lead nurturing generate 50% more sales-ready leads at a 33% lower cost.”

Lead generation is only the first step in a well-rounded, efficient marketing plan. To maximize your lead generating efforts, you need to interact with those leads and connect with your clients. If you don’t keep in touch with them, they’re likely to forget about you, and that leaves the door wide open for your competition to creep in. 

Topics: Marketing Grow Your Business Potential Partners for Advisors
4 min read

5 Commonly Forgotten Holiday Marketing Ideas

By Luke Acree, President of ReminderMedia on 11/22/21 2:00 PM

Poor Thanksgiving is the middle child of the holidays. From Halloween on, all the focus is on the winter holidays.

That’s a shame. Not just because so many people love Thanksgiving, but also because it’s a great opportunity to connect with your clients and sphere of influence.

Topics: Marketing Strategy Social Media Marketing
4 min read

Planning Your Marketing for 2022

By Luke Acree, President of ReminderMedia on 10/18/21 2:36 PM

It seems like just yesterday we were celebrating the end of 2020 and cleaning up the confetti from socially distanced, Zoom-based New Year’s Eve celebrations. Now as we head into the holiday season, it’s time to think about 2022 and the possibilities it offers for your business. That means getting ahead of the game and planning your marketing strategy for the new year.

Topics: Marketing Strategy Social Media Marketing
1 min read

NAIFA Partners with Real Wealth® Marketing to Offer Marketing Solutions to Members

By NAIFA on 6/30/21 1:59 PM

NAIFA and Real Wealth® Marketing have entered a marketing partnership to promote professional cooperation between the two organizations. Under the partnership, Real Wealth® Marketing will offer NAIFA members free and discounted memberships that include access to educational webinars on technology, relationship building, and marketing solutions.

Topics: Marketing Press Release
1 min read

NAIFA Partner E4IS Hosts Weekly BREW: The 4 Marketing Strategies all Financial Advisors Should be Doing Right Now

By E4 Insurance Services on 6/29/21 5:19 PM

There are a plethora of marketing tactics and tools available for financial advisors and professionals. However, when you try to execute them all, things can get haphazard. Tiffany will be highlighting the four marketing strategies that should be part of every core marketing or business development plan.

Topics: Marketing

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