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.
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.
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.
Life Insurance and Annuity New Business Specialist
Unkefer Lead Systems
The Federal Lead System
Federal employees are an underserved group in the financial services and retirement space. We show you how to take full advantage!
Annuity Selling Machine
Discover how "pre-sold" 401k appointments will help you close $500,000 in new annuity premium each month.