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Women

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.

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.

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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...
Mature woman sits at her desk with her laptop open in front of her.
Feb 10 2025
Financial, Marketing, Women

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...
Estate planning attorneys hosts a seminar, and the audience has their hands raised.
Feb 06 2025
Estate Planning, Marketing

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...
Professional woman sits at a desk with her coffee bug, as computer and financial icons float around her work.
Jan 28 2025
Financial, Marketing, Women

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...
Older Black couple sits facing each other laughing, with foreheads touching.
Jan 27 2025
Financial, Marketing

Understanding the Financial Advising Needs of the African American Community

For the African American community, financial advising is especially important because of unique historical and systemic challenges. Understanding...
Audience at estate planning workshop sits and listens as the attorney talks.
Jan 23 2025
Estate Planning, Marketing

Are Seminars Good Marketing Solutions for Estate Planning Attorneys?

Are estate planning seminars a good marketing solution for your practice? The short answer is yes—and here’s why.
Professional woman reviewing and planning her investments at her desk.
Jan 20 2025
Financial, Marketing, Women

Empowering Women in Finance: Why Advisors Must Focus on Women

Women are shaping the financial world like never before. For financial advisors, this presents an enormous opportunity—not just to grow your client...
Dark background, with various artificial intelligence symbols and icons float around a large AI.
Jan 17 2025
Marketing

2025 Performance Marketing Trends to Watch

For those who are well-versed in performance marketing and want to know more about marketing trends, keep reading fort the anticipated marketing...
A collection of graphical human figures, with just one of the many brightly lit.
Jan 16 2025
Marketing

The Power of Personalization: Why It Matters for Small Businesses

Personalization helps create meaningful connections with your customers, which can set you apart from competitors. Let’s explore why it’s important,...
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