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Financial
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...
We've got a tool to 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. And we’ve created a tool...
How the Financial Impact from COVID-29 Has Changed the Way Consumers Look at Retirement Planning
Advisors can help clients achieve stability and security A recent generational study shows how deeply American consumers have experienced a financial impact from COVID-19. For the study, about 1,200 adults age 18 and up participated in an online survey conducted in June by North American Company for Life and Health Insurance. North American released “COVID-19...
We've got tips on how you can grow your financial firm in 2021
A difficult year is now behind us. It’s time to take what you learned in 2020 to kick start financial firm growth in 2021. If you’re like most advisors, your goal is to book more appointments with prospective clients this year and grow your financial firm. The following tips and tactics will help you get...
Last year, LeadingResponse faced a huge challenge: how to effectively market financial advisor clients to consumers who could benefit from their services. Through trial and error, our team discovered how to attract an unusually high percentage of prospects to online educational webinars. Specifically, they achieved a minimum 90% attendance rate. A New Process Is Born...
Advisors should strive to provide an exceptional client experience
Patrick Schartz Patrick Schartz is the Director of Advisor Development at LeadingResponse. He has worked in the industry for 19 years and been with the company for over 13 years, focusing on client experience. Like all consumers, advisors have discovered the product or service they pay for is only part of the equation. What also...
Client acquisition is necessary for your firm to grow.
Scott Kasprzyk is a national marketing consultant at LeadingResponse. He’s been with the company for over 15 years and in the industry nearly 20 years. Many financial services professionals have found client acquisition during a pandemic to be their greatest challenge yet. Advisors have been forced to rethink the way they conduct business. Many of...
Top producers accept and adapt to change
Today, the key to survival is adaptation. The world has undergone seismic changes, and as a financial advisor, you have to effectively navigate a new business world. You must be resourceful, and capable of using all available tools to connect with your future customers. Despite so much on the line, though, some financial advisors are...
direct mail marketing works
For many years, marketers relied heavily on direct mail. It was proven to generate leads and acquire new customers. But as more and more companies began doing business online, direct mail fell by the wayside. Today, this low-tech, yet effective, client acquisition tool is becoming popular all over again. Savvy professionals are combining direct mail...
We all make mistakes. Here are webinar mistakes to avoid.
Ryan VanSickle is the Director of Advisor Development at LeadingResponse. He’s seen his share of webinar mistakes. Funny How Things Work – Or Don’t While webinar mishaps are inevitable, some are preventable. Here are two quick blooper-reel stories from the trenches. I’ll refrain from mentioning any names, so don’t worry (you know who you are)....
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