It’s time to rethink your client acquisition strategy. You know in hindsight which of your marketing tactics succeeded and which ones tanked in 2019. Therefore, now’s your chance to tweak your growth plan to achieve a greater return on your marketing...
Next year will mark a quarter-century since I launched my own customer acquisition marketing business. Here is how a chance encounter set me on the path to entrepreneurship. After college, I had landed my first real sales job at a direct marketing company. In 1994, I...
Even if seminars are already a part of your business growth strategy, you may wonder what makes one events and marketing portal different from another. Our industry-leading product, ProspectConnect, is unlike any other RSVP system. That’s because when we created...
Buzz is building within the financial services industry about alternative investment products, also called direct investment products. According to a recent WealthManagement report, a growing number of independent advisors are investigating alternatives as a means of...
Nearly 25 years, 1,000,000 direct marketing campaigns and 22 million prospects later, my early belief that consumers prefer meeting face-to-face when it comes to making important life decisions, like planning for retirement, still holds up. The reason people respond...
Even experienced advisors can overlook details when carrying out estate planning directives on behalf of their clients. When a will is worded properly, the right people are taken care of. When it’s not, they can be left out in the cold. Accountants, attorneys,...
