Category

Estate Planning
You can help older Americans with retirement solutions to prevent them from outliving their savings
Were you aware 75% of Americans manage their own money? According to the Invest in You Savings Survey released by CNBC and Acorns, a micro-investment platform, three out of four people are responsible for their own retirement planning solutions. If that fact startled you, get ready for the next revelation. This one comes courtesy of...
Dinner Seminars Improve Client Acquisition
It’s time to rethink your client acquisition strategy. You know in hindsight which of your marketing tactics succeeded and which ones tanked in 2019. Therefore, now’s your chance to tweak your growth plan to achieve a greater return on your marketing dollars in 2020. So, whether you have used seminar presentations in the past to...
Hard Lessons in Marketing from Jorge Villar
Next year will mark a quarter-century since I launched my own client acquisition marketing business. Here is how a chance encounter set me on the path to entrepreneurship. After college, I had landed my first real sales job at a direct marketing company. In 1994, I was asked to speak at a Chamber of Commerce...
Prospect Connect events and marketing portal
Even if seminars are already a part of your business growth strategy, you may wonder what makes one events and marketing portal different from another. Our industry-leading product, ProspectConnect, is unlike any other RSVP system. That’s because when we created it, we drew upon 25 years of seminar and responder data.  No other seminar company...
Even experienced advisors can overlook details when carrying out estate planning directives on behalf of their clients. When a will is worded properly, the right people are taken care of. When it’s not, they can be left out in the cold. Accountants, attorneys and financial professionals see the same lapses time and again. Before we...
How an Estate Planning Attorney Can Protect a Client's Assets
As an estate planning attorney, clients trust you to manage their precious assets. Though it seems like a straightforward process, you may encounter issues along the way. For instance, parties with a potential interest in your client’s assets may surface at some point. Disgruntled heirs and disinherited family members are two examples. Because we know...

Request a Free Consultation

Recent Articles

Third-Party Claims Leads Now Available From LeadingResponse
LeadingResponse Provides Prospects for Attorneys Representing Third-Party Claims
June 17, 2021
Multi-Touch Marketing Helps Senior Living Communities Reach Multi-Generational Audiences
Multi-Touch Marketing Helps Senior Living Providers Generate More Move-Ins
June 10, 2021
Provider Social Media Marketing Is Essential For Health and Wellness Practices
More Care Provider Social Media Marketing Tips
June 3, 2021