Tag

financial services
Cell Phone
It seems the days of trainee brokers making cold calls to prospects have come to an end. Bank of America’s Merrill Lynch has announced that they will officially end cold calling in upcoming training programs. Trainees had focused more and more on investing recommendations, dinner seminars, and referrals in recent years. However, the pandemic threw...
Event Marketing Relies on Responder Data
Over the past year, enterprising financial advisors have significantly grown their practices using digital event marketing tools and platforms. 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...
Reg BI meant to ensure advisors look after their clients' best interests rather than their own financial gain
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 by the Department of Labor in 2015, following a call from...
Middle-income seniors need housing
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 financial wellness platform. It...
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...
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).
RSVPmobile
LeadingResponse is excited to announce the release of RSVPmobile, an expansion of its SeminarRSVP® event reservation service and event management platform. RSVPmobile enables companies of all sizes to access their seminar campaigns and manage reservations on any mobile device.

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