Marketing Strategies for Awareness and Problem Recognition

In our last blog, How to Eliminate Fear and Encourage Consumers to Act, we covered how most Americans struggle with financial illiteracy and anxiety over money. The best way to overcome consumers’ fear of financial decision-making is to engage and educate them....

The Undeniable Prospecting Power of Social Event 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...

Financial Advisory Marketing: How to Attract Clients

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...