Marketing

Performance marketing is a modern marketing strategy that can save your business money and time while reaching your goals. But how can you get started, and what are your options?

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 marketing approach to continue providing value to clients.

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 for financial advisors on how to enhance financial planning for women and engage more women clients.

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 maximize your estate planning seminars and turn interested attendees into long-term clients.

Retirement Planning for Women at Every Stage of Life

Financial advisors play a vital role in retirement planning for women, addressing unique challenges and opportunities at every stage of life. From budgeting to estate planning, learn how to guide female clients and grow your practice.

How Often Should Estate Planning Attorneys Host Seminars?

If you’re wondering how often estate planning attorneys should host seminars, the answer depends on a few factors: your goals, your audience, and your available resources. Here’s what you need to consider.

Women Represent a $700 Billion Opportunity

Putting women first in your financial planning marketing strategy is not just the right choice. It is also a smart decision that can lead to long-term success in a changing market.