Month

August 2019
Dinner seminar as business driver
It’s an all-too familiar story. You’re a financial professional who believes dinner seminars are not worth the effort and expense. When you tried one, you didn’t get the results you expected. So, you washed your hands of this marketing tactic for good. What you’ve actually done, is missed out on $100,000 in additional revenue each...
Baby Boomer surfing the internet
Financial advisers and insurance agents are increasingly turning to the internet to boost their business. Specifically, they are jumping on the online seminar marketing bandwagon. There are a couple of likely reasons for this: Just about everyone their age is now online. It’s also a low-cost way to generate leads and acquire clients. Booming on...
Middle-income seniors need housing
With over 10,000 people turning 65 every day, America is aging fast. Shifting demographics are also changing the face of who we are. These include race and ethnicity, lower marriage rates, fewer children, significant health issues, and less access to caregivers. As a result, more people will move to independent communities, assisted living facilities and...