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Our Marketing Blog

Welcome to our blog! We are here to provide valuable tips and information on how to effectively market in the legal, financial, Medicare, Estate Planning, Preneed and senior living industries. Our goal is to provide the best information on maximizing your marketing potential and customer acquisition strategies. With years of experience in the industry, we know what works for different businesses and can help you find solutions that benefit your company. Whether you’re looking for tricks to optimize online marketing campaigns or need advice on understanding your target audience, you can rely on our blog for innovative insights.

Marketing Strategies

Marketing Strategies

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Financial
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Legal

Legal

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Medicare
Medicare
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Estate Planner

Estate Planner

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Preneed

Preneed

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Senior Living

Senior Living

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Newsroom

Newsroom

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Resource Center

We’ve included additional information on our multichannel marketing, lead generation tips and tricks, case studies, and handbooks below for download.

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Resource Center

We’ve included additional information on our multichannel marketing, lead generation tips and tricks, case studies, and handbooks below for download.

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Podcast

Breakthrough Results Podcast: Join our team of marketing experts discuss marketing opportunities and solutions that you might not have considered.

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Podcast

Breakthrough Results Podcast: Join our team of marketing experts discuss marketing opportunities and solutions that you might not have considered.

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Client Testimonials

We have worked with thousands of clients, like you, and we believe strongly that we serve as an extension to their business.

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Client Testimonials

We have worked with thousands of clients, like you, and we believe strongly that we serve as an extension to their business.

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Latest Blog Posts

Group of professionals sit at a desk, reviewing their marketing strategy.
Apr 10 2025
Marketing

How to Assess Your Marketing Strategies for Success

Marketing isn’t just about getting your name out there—it’s about ensuring your efforts lead to real results. Whatever your strategy,...
African American couple working with financial advisor
Apr 06 2025
Financial, Marketing

How Much Should Financial Advisor Marketing Cost?

Whether you’re just getting started or have decades of experience, knowing how to market as a financial advisor—and how much to spend—can make...
Gray background with a tan rocket ship. Large white letters say "Start Up"
Apr 03 2025
Financial, Marketing

Essential Checklist for Starting a Financial Planning Business: From Marketing Strategies to Client Acquisition

Starting a financial planning business requires meticulous planning, strategic decision-making, and ongoing management.
Muslim mother with a hajib leans back, holding her baby on her chest.
Mar 31 2025
Legal, Marketing

The Biggest Immigration Law Changes of 2025: What Attorneys Need to Know

Immigration laws are complex and constantly evolving. For attorneys, staying informed about these changes is crucial for providing accurate advice...
Parent and child hold up their passports and smile
Mar 20 2025
Legal, Marketing

How to Attract More Immigration Leads and Grow Your Practice

As an immigration attorney, attracting new clients is essential to growing your practice. Whether you specialize in family-based immigration, asylum...
An archery target, with a yellow and a red dart in it, sits in front of a blue digital screen with figures.
Mar 14 2025
Marketing

3 Targeting Strategies That Can Improve Your Small Business ROI

If you want to maximize your ROI, then focusing on the target customers who are most likely to convert is crucial, especially in the final stages of...
Dinner Seminar
Mar 13 2025
Healthcare

Use In-Person Seminars as a Catalyst to Grow Your Practice

Live events aren’t just about selling—they’re about building relationships. And there’s no better way to build trust than by meeting people in...
Female financial advisor counseling couple at their table
Mar 08 2025
Financial

How to Successfully Market as a Financial Advisor

Marketing trends are constantly evolving. This guide covers 15 proven financial advisor marketing tips that align with current financial advisor...
A row of wooden figures are all lined up and segmented by their colors.
Mar 06 2025
Marketing

Reaching the Right Prospects: The Power of Audience Segmentation

Unlike large companies with large advertising budgets, small businesses need to make every marketing dollar count. One of the best ways to do this...
Close up of a hand holding a compass, signifying a Medicare agent navigating the journey.,
Mar 03 2025
Marketing, Medicare

Navigating the Medicare Maze as an Independent Insurance Agent

Staying informed is critical to success. From recent regulatory changes to shifting consumer expectations, Medicare agents must adapt their...
Mature woman sits at her desk holding financial documents in front of her.
Feb 27 2025
Financial, Marketing, Women

5 Reasons Women Make Better Investors: Why Financial Advisors Should Seek More Women Clients

Women are often overlooked as top-tier investors. In this blog, we highlight five key reasons women make exceptional investors and offer insights...
Professional estate planning attorney stands in front of a seminar audience with a microphone in her hand.
Feb 20 2025
Estate Planning, Marketing

How to Convert Seminar Attendees into Estate Planning Clients

Converting seminar attendees into clients requires a strategic approach before, during, and after the event. Here’s a step-by-step guide to help you...