Practice management

Social media and interactive marketing strategies are dominating many industries, as entrepreneurs and business leaders look to engage shoppers through various channels. The proliferation of social media platforms, online shopping and mobile devices has created a digitally driven consumer base for most companies. Rather than relying on traditional marketing outlets to engage clients, businesses are experimenting with video and social media …

The career of a financial advisor is full of challenges and opportunities. Dealing with those constant challenges and relentlessly chasing down those opportunities can be tiring, even on the best days, and can stop your business cold on the worst days. How do you navigate the highs and lows of your business and create a career that grows with you? …

Many agents have those amazing products that can take them to untamed financial success, but marketing is always an issue. Let’s take a look at what Apple did over the last decade with their marketing and see how it translates to you. Apple Inc. is currently one of the most powerful and dominating forces in technology and the business world …

Social media is a form of branding and PR used to promote the goodwill and personality of your company, while also engaging potential, existing and former clients. To many companies, social media can feel like a labyrinth of decisions. A strong strategy is a must for turning your social media efforts into profitable results. Here are some tips on how …

For the agents, advisors, wholesalers, distributors, broker-dealers and carriers involved in the fixed and fixed indexed annuity and life insurance independent channel, FMO (Field Marketing Organization), IMO (Independent Marketing Organization), and NMO (National Marketing Organization) are common and recognizable terms. For those of you not familiar with these acronyms, they are fairly interchangeable terms for groups that market, sell and …

Video marketing can be a vital part of any multimedia marketing strategy. It can give your service or product a name and a face, while also giving your company a true personality using a medium that has become incredibly favored in the U.S. In 2012, statistics from comScore, a company that measures digital information, showed that a whopping 37 billion videos were …

Whether your business was an early adopter of social media or your social media marketing campaign hasn’t yet made it to the computer screen, it never hurts to take a refresher course in social media. Just like television networks have no shortage of news to report, social media is a fast-moving animal that requires constant attention because this multimedia marketing …

The social network, LinkedIn, recently introduced a new feature called “Endorsements,” which allows users to endorse members of their professional network.  This new feature is essentially another form of offering a reference on a LinkedIn profile, and gives more credibility to the skills and expertise listed on a profile in comparison to what might be listed on a paper resume. …

The heart of any company can be found beating inside the walls of its customer service department. Providing superior customer service after the sale is a smart business decision that pays long-term dividends. All the money that a company spends on sales training, marketing research, advertising and PR initiatives to attract new customers is wasted if they can’t keep them …

One in three financial advisors owns an iPad. The problem? They’re all using them the same way. Advisors and agents are constantly looking for new ways to engage people and differentiate their services. The iPad is arguably the greatest engagement device available today. So, what are three simple ways that you can use an iPad to engage more people and …