Tag

financial services leads
debt relief
Google Trends shows “debt relief” is both a popular search term and topic right now. Today, we’ll explain how you can use this info to grow your debt-related business. We’ll also examine how machine learning can cut average AdWords cost for finance-related terms almost in half. Learn where people are most interested in debt relief...
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...
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).