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...