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

Financial
Medicare
Medicare
Estate Planner

Estate Planner

Senior Living

Senior Living

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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

Notes with 2026 hang from a string by clothespins, with lights behind.
Dec 11 2025
Marketing

Looking Back, Moving Forward: Major 2025 Marketing Trends and What They Mean for 2026

This updated review explores the most important 2025 marketing trends and what they mean for the 2026 marketing trends emerging right now. Whether...
Man in suit, holding a laptop, with a bar graph showing growth
Nov 25 2025
Legal

The 5 Biggest Growth Challenges for Law Firms Today and How to Address Them

Law firms face increasing competition, rising client expectations, and internal inefficiencies that can slow growth. Discover the five biggest...
Man in a suit, with coffee and laptop closes deals
Nov 17 2025
Legal

Generating a Legal Book of Business: What Attorneys Can’t Afford to Overlook Today

Building a strong legal book of business requires intentional marketing, networking, and client-focused strategies. Learn how attorneys can attract...
A tablet with marketing drawings, sitting on a desk with a cup of coffee, a pen, and a pair of glasses.
Oct 26 2025
Marketing

Why Hybrid Marketing Could Be Your Business’s Secret Weapon

Hybrid marketing combines the best of digital and traditional strategies to create a seamless, efficient way to reach, engage, and convert your...
Close up of a financial professional in a suit, adjusting his tie
Oct 21 2025
Financial, Marketing

Financial Advisor Income Potential: What to Expect

If you’ve ever wondered whether becoming a financial advisor is worth it, you’re not alone. But profitability depends heavily on effort, strategy,...
Close up of man giving 5 stars to a business on his phone
Oct 13 2025
Financial

Go Beyond for an Extraordinary Financial Advisor Client Service Model

Client relationships are everything. But many advisors believe they know exactly what their clients want, while research consistently shows a...
Large group of people watching an educational seminar
Oct 10 2025
Estate Planning, Financial

Why Educational Workshops Work for Financial Advisors and Estate Planning Attorneys

One of the most effective tools for financial advisors and estate planning attorneys to stand out is educational workshops. They bridge the gap...
Medical professional speaks to his audience at an in-person seminar
Oct 07 2025
Healthcare

How to Run a Successful Practitioner Seminar: The Ultimate Checklist for Medical Practice Marketing

Educational dinner seminars continue to be one of the most effective forms of medical practice marketing. This checklist will help your practice...
Image of hand selecting cut out people, symbolizing networking
Oct 06 2025
Marketing

Your 2026 Guide to Lead Generation vs. Outsourcing: What Small Businesses Need to Know

Should you handle lead generation in-house or partner with a professional agency for outsourced lead generation? There’s no one-size-fits-all...
Medical professional and a marketing professional shake hands in the distance, with computers, graphs, and metrics sit in front.
Oct 02 2025
Healthcare, Marketing

Marketing Ideas for Medical Offices: A Complete Guide

Whether you’re looking for fresh marketing ideas for medical offices, searching for proven medical office marketing strategies, or learning how to...
A man presenting to a room with a whiteboard to his left and a video recorder on his right
Sep 29 2025
Legal, Marketing

Webinars & Seminars: Effective Law Firm Marketing Strategies

In a market where prospective clients are inundated with information and options, standing out requires work. By exploring webinars and seminars,...
Businessman speaking in front of a captive audience for a seminar
Sep 24 2025
Financial, Marketing

5 Tips to Make the Most of Your Financial Seminars

It’s time to rethink your customer acquisition strategy. You know which of your marketing tactics succeeded and which ones tanked this year....