Financial Services Trends for the Second Half of 2021

The financial services sector is gradually emerging from the economic downturn caused by the COVID-19 pandemic. Experts believe that advisors will need to approach marketing very differently, as trends have shifted and the pre-pandemic approaches will no longer work.

Debt Relief Client Prospecting: How to Use Search Trends

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...

Consumer Debt Leads Look Likely to Explode in 2018

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...

Why Every Financial Advisor Needs a 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...

Track Qualified Financial Services Leads To Close More Clients

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. Only 38% of advisory firms...