Marketing Strategies for Awareness and Problem Recognition

In our last blog, How to Eliminate Fear and Encourage Consumers to Act, we covered how most Americans struggle with financial illiteracy and anxiety over money. The best way to overcome consumers’ fear of financial decision-making is to engage and educate them....

Dinner Seminars are a Success for Practitioners.

Use Live Dinner Seminars as a Catalyst to Grow Your Business Live dinner seminars are a great way to create a personal touch to your marketing strategy. In a world of constantly flowing traditional and digital marketing pieces, a live event can offer consumers a...

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.

Why It’s Time For Senior Living Live Events

According to industry publication McKnight’s Senior Living, availability is beginning to open up at residences as the COVID recovery continues. This means the time is now right for senior living live events.

Advisors Are Pairing Live Events With Webinars to Achieve Optimal Results

As more and more states relax coronavirus restrictions or lift them entirely, dinner seminar events are coming back. But unlike in the Before Times, financial advisors are not just scheduling them to have a backup plan in case they have issues with to face-to-face seminars. They’ve adopted hybrid campaigns to widen their marketing footprint and their pool of prospects.

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....