How to Eliminate Fear And Encourage Consumers to Act

The vast majority of Americans struggle with financial illiteracy and anxiety about money. In fact, according to a report published by Walden University, over 65% of Americans are financially illiterate and unable to manage their finances. In addition, The National...

Advisors are Scrapping Cold Calling for Seminars

Trainees had focused more and more on investing recommendations, dinner seminars, and referrals in recent years. However, the pandemic threw Merrill Lynch’s advisors into uncharted waters. Working from home made in-person meetings impossible, and some trainees resorted to using the National Do Not Call Registry, resulting in regulatory penalties.

Responder Data Critical to Online Event Marketing Success

After in-person events and visits to brick and mortar businesses were no longer an option, older Americans began relying on online communications to connect with product and service providers. This opened the door for advisors to employ digital resources to generate leads and acquire new clients.

SEC Best Interest Regulation Implementation Just Days Away

While the Department of Labor Fiduciary Rule may be dead in the water, the Securities and Exchange Commission’s Best Interest Regulation, known as Reg BI, is moving full speed ahead for implementation June 30. Reg BI is the successor to the Fiduciary Rule introduced...

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...