Marketing & Advertising

Recently, I was asked to put together a marketing campaign to attract new brokers and producers for our brokerage general agency. I decided upon a four-part seminar series that would highlight our strengths and the relationships the firm has with our life insurance carriers. We conducted the first seminar, and the response was overwhelming. The event was standing room only, 70 people for lunch, and we …

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 …

January is a great month to adapt your practice to meet the changing needs of today’s investors and adjust your approach to a new era of deep client engagement. What are you going to do differently to grow your business this year? We’ve provided a few tips below. Elevate your business model. Investment advisor, wealth manager, commercial family office, investment …

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 …

Take your business to the next level by creating an “It’s All-About-Them” (IAAT) experience for your clients. A company that is founded on the IAAT principle will have valuable services right out of the box. Ask any successful financial advisor, they will tell you. In order to get new clients and keep the existing ones coming back for more, clients …

An industry event can be a great way for company executives and associates to meet others in their industry as well as potential clients. While it is important to convey what your company is about at the event, it is equally important to take notes of hot topics in the industry, meet as many people as you can and above …

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 …

Historically, agents have generated policyholders for insurance carriers but not enjoyed the full value of these customers. There are many programs marketed by insurance companies and agents which aim to develop more business from an agent’s client base, but they usually fail to create meaningful value, particularly for agents but also for the carriers as well as policyholders. In the …

As an insurance professional, you know that the internet is an ideal way to prospect for new business.  The local and global reach of online marketing campaigns provides opportunities unheard of just a few short years ago. However, direct mail is still an option, and some agents may be steadfastly holding on to this form of prospecting, perhaps due to …