Tag

financial services
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.