Advisors know that marketing is important, but it never seems to be as important as landing prospects, calling clients, and closing business. Its effectiveness can be hard to quantify so it can seem like a non-optimal use of time no matter how often we are encouraged to devote twenty or thirty percent of the week to marketing.
How do you primarily communicate with your existing clients and recent leads? Email might not have the current appeal of social media and video, but for communicating with existing contacts, it is still critical.
IFAs have been facing the challenge of robo-advisors and social-media Finfluencers for a few years now. So how do we approach the dawn of the mass use of Artificial Intelligence (AI)? New tools such as ChatGPT are having an impact on just about all service and creative industries.
If you’re an agent working the annuity markets, you know fixed and indexed annuity sales are at historic highs. If you’re not, now is the time to get involved.
