How We Think

Evolving Lead Generation to Relationship Generation

Evolving Lead Generation to Relationship Generation

By switching from a lead generation approach to a relationship approach, your marketing will naturally gravitate toward a focus on content that is more relatable, shareable, and will resonate with potential clients. Hardly a day goes by without an invitation in your...

Yes, You Can Do Video – And You Should!

Yes, You Can Do Video – And You Should!

Of all the ideas trending in marketing today, it is hard to ignore the magnetism of video. Whether you are contemplating ways to support sales growth or relationship management or improve engagement with plan sponsors or participants, video becomes a creative focal...

Amplify Your Presence on LinkedIn

Amplify Your Presence on LinkedIn

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. Get discovered and demonstrate your industry expertise to new and existing connections to grow your...

Years of Service is a Feature – Not a Benefit

Years of Service is a Feature – Not a Benefit

Tell Me Why I Should Care In introducing themselves via the web, print, email, social communities and in meetings many TPAs and recordkeepers often talk about how many years they’ve been in the business, the certifications or credentials they have, the types of...