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.
Falling Into the Unqualified Senior Living Lead Trap and How to Break Free
Actually, a smaller set of more highly qualified leads is a better bet. And yet, when it comes to measuring potential for future move-ins, there is a tendency to revert back to the numbers game mentality – throw as many leads into the top of the sales funnel as possible, and see what comes out the other end.
People Need Your Retirement Planning Solutions to Avoid Outliving Their Savings
People Need Your Retirement Planning Solutions to Avoid Outliving Their Savings: If that fact startled you, get ready for the next revelation. This one comes courtesy of a December 2018 Confronting the Money Taboo survey conducted by investment management firm Capital Group:
How to Connect With Prospects: 5 Tips
When consumers begin researching non-emergency medical care options, the first place many look is the internet. In addition to testimonials from patients on your website, they’re likely to find feedback from patients on social platforms and healthcare review sites.