Category

Financial Services
Woman worried over her investment and retirement funds
What prompts women to take control of their financial affairs, especially later in life? Two common triggers are the death of a spouse and divorce. The average American man will live to the age of 76, while the average woman in the U.S. will live to the age of 81, according to Time. Meanwhile, the...
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...
Estate Planning Trends in 2020
As an estate planning attorney, your mission is to maximize the assets your clients pass on to their heirs. For example, you may take steps to minimize the impact of taxes, health care costs, and investment fees. These could chip away at your clients’ wealth. With you and your clients in mind, we have identified...
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...
Real Estate Investment Trusts are a form of non-traded alternative investment
Buzz is building within the financial services industry about alternative investment products, also called direct investment products. According to a recent WealthManagement report, a growing number of independent advisors are investigating alternatives as a means of diversifying client portfolios. Are you familiar with this market? If not, here’s an introduction to the world of alternative...
social seminar marketing
Nearly 25 years, 1,000,000 direct marketing campaigns and 22 million prospects later, my early belief that consumers prefer meeting face-to-face when it comes to making important life decisions, like planning for retirement, still holds up. The reason people respond to direct mail remains the same. In fact, we’ve validated it over and over again with...
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...
Middle-income seniors need housing
As long as I’ve been in this industry, I was startled to learn that nearly seven out of 10 people age 65 and up are NOT working with a financial planner. This statistic shows up in the Invest in You Savings Survey released six months ago by CNBC and Acorns, a financial wellness platform. It...
With fewer than 20% of companies today offering employee pensions, many older Americans will rely on Social Security and retirement account savings. For those 65 and up, Social Security benefits make up over one-third of their income, according to the Social Security Administration (SSA). However, the ratio of workers paying into Social Security and retirees...
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