Getting In On The Annuity Stampede
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.
Establishing a Digital Baseline for Your Advisory Business
Advisors don’t need to be digital design geniuses or social media influencers to create and maintain an effective internet presence. Conversely, in 2023 financial professionals must have at least a basic online foothold. Younger generations prefer to operate remotely and digitally, and most retirees are now comfortable with smartphones and social media. It’s a cliche, but we need to fish where the fish are.
Systemize and Plan your Client Referral Strategy for Long-Term Success
How much business did you close last year from referrals?
Introduce Video to Your Marketing in 2023.
Video content has become a vital channel for advisors. Quite simply, people love video. It is easy to consume and more entertaining than a white paper or a Powerpoint. Facebook, TikTok, Instagram, YouTube etc., offer the opportunity of free exposure and increasing your reach.
