800.660.2550
Hub
Book a Meeting
Book a Meeting

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

View Latest Post
Financial
View Latest Post
Legal

Legal

View Latest Post
Medicare
Medicare
View Latest Post
Estate Planner

Estate Planner

View Latest Post
Preneed

Preneed

View Latest Post
Senior Living

Senior Living

View Latest Post
Newsroom

Newsroom

View Latest Post

Ready to Learn More?

Resource Center

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

Learn More

Resource Center

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

Learn More

Podcast

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

Learn More

Podcast

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

Learn More

Client Testimonials

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

Learn More

Client Testimonials

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

Learn More

Latest Blog Posts

Close up of two hands, one person holding on and pulling another person up.
Jul 24 2025
Marketing

Next Steps to Strengthening Trust: A Guide for Small Business Success

Building trust isn’t a one-time effort. It’s a long-term marketing investment, and one that separates growing small businesses from those that...
Frustrated financial advisor bends over his desk and grips his hair.
Jul 21 2025
Financial, Marketing

Why Do So Many Financial Advisors Fail?

For every advisor who builds a thriving practice, there are many who struggle or even exit the industry entirely. So why does this happen? Why do so...
Gen Z woman sits on her bed, phone and credit card in hand.
Jul 21 2025
Financial, Marketing

Helping Gen Z Prepare for Financial Emergencies

Generation Z is stepping into adulthood with a world of opportunity at their fingertips. But when it comes to personal finance, they face a growing...
Happy couple sits on the couch, reviewing paperwork in front of them with their Medicare plans
Jul 14 2025
Marketing, Medicare

Medicare Marketing Tactics to Drive Qualified Leads for AEP

In this post, we’ll break down four powerful Medicare marketing tactics that consistently drive results: educational seminars, webinars, community...
Close up of a business man holding out his hand to shake
Jul 10 2025
Marketing

Why Trust Is the Most Valuable Currency in Business

If you’re a small business owner focused on long-term growth, understanding why trust is important should be central to your strategy.

Close up of a keyboard with three images and notes across the top. One says "Emotional Intelligence,' one is a head with gears, and one is a lightbulb.
Jun 30 2025
Financial

Why Emotional Intelligence Matters More Than Ever for Financial Advisors

Clients are seeking connection, empathy, and confidence in their decision-making. Advisors who pair high IQ with strong emotional intelligence (EQ)...
Professional woman works on a laptop on her desk, with papers and a coffee mug nearby
Jun 23 2025
Marketing, Medicare

Medicare Compliance Check: What’s New for This AEP?

Each year, CMS updates or clarifies its guidelines. This blog will walk you through what’s new for compliance for AEP, plus the dos and don’ts of...
Items on a desk, including a laptop open to graphics and the word PPC, a glass with pencils, a notepad, and a pair of glasses.
Jun 16 2025
Estate Planning, Marketing

Innovative Approaches to Estate Planning Attorney Marketing in the Digital Age

Among marketing strategies, pay-per-click (PPC) advertising stands out as one of the most effective tools for modern marketing strategy. The best...
Financial advisor speaks to a crowd, with lots of hands raised for questions
Jun 12 2025
Financial, Marketing

Building Your Brand: Establishing Authority through Financial Planning Seminars

Financial seminars have emerged as one of the most powerful tools for establishing credibility, building authority, and growing your client...
Professional man stands in front of a large wall covered in light blue and white marketing metrics and graphics
Jun 05 2025
Funeral, Marketing

Measuring Success: Key Metrics for Evaluating Preneed Marketing Campaigns

Whatever your funeral home marketing strategy, tracking what’s working helps you do more of what matters: reaching families when they need you most....
Blue paper with a segment torn. Underneath the tear, is says "Storytelling is the best marketing"
Jun 02 2025
Estate Planning, Marketing

The Power of Storytelling: Using Narratives to Connect with Clients in Estate Planning Advertising

How do successful estate planning attorneys break through hesitation and grow their firm? The answer lies in one of the oldest communication tools...
Mature woman in yellow sits at her desk, glasses in hand, in thought about her Medicare choices.
Jun 01 2025
Medicare

Maximize Your Book of Business Before AEP Starts: Smart Strategies for Medicare Agents

If you want to make the most of AEP, now’s the time to take a closer look at your current clients and build a clear plan for outreach. In this blog,...