Category

Marketing Solutions
debt leads
For the first time since the 2008 financial crisis, household debt reached new heights in 2017. Household debt in 2017’s second quarter rose $164 billion above the previous high in 2008. According to The New York Times, the growing debt level suggests Americans feel a rising optimism about the economy. Debt accounts for almost 70%...
succession plan
The financial services industry faces some upcoming challenges, including job sector growth, high client attrition rates and competing technology innovations. And while no one-size-fits-all solution exists, a succession plan can help solve or minimize most issues before they impact firms. After all, many people wonder what would happen if their financial advisor retired or passed...
Marketing services, lead generation and more
The internet is a wondrous thing for determined marketers. But due to its ever-changing nature, ads that worked like a charm last quarter could fall completely flat next month. If your marketing dollars aren’t bringing in enough clients, spending even more money isn’t necessarily going to solve your problem. That’s especially true in over-saturated markets...
audience targeting
No matter what kind of business you’re in, a significant part of your firm’s budget is probably spent on advertising. Every firm needs a steady influx of new customers to stay profitable. Once your client referrals run dry, turning to lead generation marketing is the next logical step.
financial services leads
For most finance-related businesses, numbers matter. But for financial advisors, it’s really all about the numbers. Yet according to a study done by Investment News, 61% of financial advisory firms don’t track their financial services leads.
Financial advisors
Financial advisors, listen up. The greatest intergenerational wealth transfer in American history has already begun — but many financial advisors might lose their biggest clients. Younger generations will inherit one trillion dollars in wealth annually for the next 30 years (according to finance industry experts).
RSVPmobile
LeadingResponse is excited to announce the release of RSVPmobile, an expansion of its SeminarRSVP® event reservation service and event management platform. RSVPmobile enables companies of all sizes to access their seminar campaigns and manage reservations on any mobile device.
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