Category

Financial
Indoor Dining Capacity Limits Removed by Restaurants in NY and NJ
There is encouraging news for LeadingResponse clients in New York and New Jersey who stopped hosting dinner seminars last year. The Wall Street Journal reports both states are removing capacity limits on restaurants and indoor dining May 19. However, social distancing and mask requirements remain in place. What prompted New York Gov. Andrew Cuomo and...
Harnessing Data Allows You to Reach the Right Consumer Audience
At LeadingResponse, we understand the importance of harnessing data in client acquisition. As the experts in consumer engagement, our team members make data-based decisions daily to elevate your brand and connect with your ideal financial services clients nationwide. Why Is Harnessing Data So Important? Most organizations collect facts and statistics during normal operations. They also...
Top Advisors Are Pairing Live Events With Webinars For Optimal Results
Top advisors have discovered pairing live events with webinars is a winning strategy. 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...
Appointment setting is an effective way to attract future financial services clients
There will always be people among your target audience who, for various reasons, will choose not to participate in a public seminar or workshop you offer. However, that doesn’t mean you have to write off those prospects. Not if you’re using our appointment setting program, anyway. That’s because AppointmentConnect enables you to reach people fitting...
Increase Your Webinar Attendance Rates Using Our Proven Method
While LeadingResponse faced enormous marketing challenges in 2020, it wasn’t the first time we’ve navigated market fluctuations and downturns. We quickly charted a new course to ensure our financial advisor clients connected with their future clients. The rise of the prospecting webinar Early last year, when the coronavirus outbreak put a stop to live events,...
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...
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