How to Eliminate Fear And Encourage Consumers to Act

The vast majority of Americans struggle with financial illiteracy and anxiety about money. In fact, according to a report published by Walden University, over 65% of Americans are financially illiterate and unable to manage their finances. In addition, The National...

Financial Services Trends for the Second Half of 2021

The financial services sector is gradually emerging from the economic downturn caused by the COVID-19 pandemic. Experts believe that advisors will need to approach marketing very differently, as trends have shifted and the pre-pandemic approaches will no longer work.

Advisors are Scrapping Cold Calling for Seminars

Trainees had focused more and more on investing recommendations, dinner seminars, and referrals in recent years. However, the pandemic threw Merrill Lynch’s advisors into uncharted waters. Working from home made in-person meetings impossible, and some trainees resorted to using the National Do Not Call Registry, resulting in regulatory penalties.

Responder Data Critical to Online Event Marketing Success

After in-person events and visits to brick and mortar businesses were no longer an option, older Americans began relying on online communications to connect with product and service providers. This opened the door for advisors to employ digital resources to generate leads and acquire new clients.

We’ve Got a Tool to Help Fuel Advisor Growth in 2021

In the business world, it’s not a question of who wants to make up for lost ground in 2021. As far as we can tell, every entrepreneurial-minded professional services provider does. But have you put your goals for the year in writing? If not, now’s the time to do it....

Getting Ahead in 2021: 9 Marketing Predictions

When the coronavirus emerged, people began viewing convenience in ways never considered before. As a result, companies pivoted to virtual meetings, remote working, direct-to-door delivery, one-on-one appointments, and other digital options

Annuities 101: The Annuity as Dependable Retirement Income

June is National Annuity Awareness Month, designated in 2010 to help consumers better understand annuities by the National Association for Fixed Annuities (NAFA). Since its introduction, coalition members and National Annuity Awareness Month sponsors have provided...

SEC Best Interest Regulation Implementation Just Days Away

While the Department of Labor Fiduciary Rule may be dead in the water, the Securities and Exchange Commission’s Best Interest Regulation, known as Reg BI, is moving full speed ahead for implementation June 30. Reg BI is the successor to the Fiduciary Rule introduced...