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Founded in 1994, Unkefer & Associates, Inc. is a national annuity and life marketing organization involved in product design and national sales distribution. Their mission is to be the number one resource for independent agents in their annuity and life sales efforts. For over a decade, thousands agents working with Unkefer & Associates have reeled in billions of dollars in annuity premium and millions in life insurance sales.
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.
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.
