For financial and retirement professionals, whose work often involves translating complex or long-term financial strategies into clear next steps, the right tone can be the difference between enthusiastic participation and utter disinterest.
Lead Gen is all about sales funnels and conversions, qualifying and closing. At its core, it’s transactional thinking. If your model is built on the strength of relationships, there’s a better place to be.
Clarifying your message means to speak to the needs of your prospective client by talking about long-term goals, participant and company owner outcomes, and what life looks like for clients who work…
Your digital presence has always been important, but during these times of uncertainty with millions of Americans forced to stay at home, it’s even more so. Your website has always been a 24/7 billboard for your business, but now it may also be the only way…
Now is a good time to look at your website and other primary marketing messages with fresh eyes. Think about it from the perspective of your visitors and what they want to know.
You need to establish trust and comfort in order to win more retirement plan business. That’s why video can be such a powerful differentiator. Great video informs, educates, and conveys emotion in a way…
Of all the ideas trending in marketing today, it’s hard to ignore the magnetism of video. Whether you are contemplating ways to support sales growth, relationship management, or improve engagement, video becomes…
Having a LinkedIn profile is one thing. Having it work FOR you is another. Put your profile to work and boost your presence on LinkedIn with these easy actions.
Marketers are responsible for developing a company’s relationship generation pipeline. This supports the sales channel and associated revenue growth. Ask marketers what challenges them most, and you are likely to hear a good deal about…
Ask business owners what has made them successful in our industry and you are likely to hear the word “relationships.” It is as much a personal...
