Category

Financial Services
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...
Event Marketing Relies on Responder Data
Over the past year, enterprising financial advisors have significantly grown their practices using digital event marketing tools and platforms. 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...
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...
Annuities, explained: an annuity is a contract between a person and an insurance company
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 communications tools to help financial services professionals educate the public and elected officials about the role they can play...
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...
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...
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