Staying Engaged During A Crisis
Like so many businesses out there, we know many agents have been working to keep their virtual doors open during a time of social distancing. Larger gatherings are prohibited, and face-to-face meetings have been moved online. Many clients are looking for ways to stay engaged and connected with you while trying to do what’s best […]
Solving The Annuity Puzzle
We’re sharing guidance from the Athene commissioned “Solving the annuity puzzle: A Behavioral Analysis” to uncover hidden client biases. With these biases revealed, you can reshape the annuity conversation toward confident and informed decisions. The Annuity Puzzle An annuity grants consumers the ability to trade part of their retirement savings for payments over the remainder […]
How to Become a Thought Leader in Your Industry
Becoming a thought leader for your industry can transform your brand because it positions your company as an industry leader, opens the door for new possibilities, and builds trust with your community. These 6 tips will get you started to build your thought leadership: Determine Where Your Expertise Lies A great thought leader knows their […]
The Importance of a Strong Call To Action
The importance of a strong call to action (CTA) is more than just a few words thrown together on a social media post or an email, it’s about connecting your reader with the next step of action. This guide will help you create a compelling CTA to convert leads into customers. Why You Need a […]
Social Media 101: How to Make the Most out of Your Social Pages
Every day, more businesses are making social media a core part of their marketing strategy, and financial advisors and agents should be no exception. More than a billion people are currently active on Facebook and there has never been an easier way for brands to promote to such a large and concentrated group of people. […]
3 Advantages of Connecting With Your Clients During Tax Season
It’s that time of year again where everyone turns their attention towards tax season. As a financial professional helping families navigate retirement, it is important to provide value during this time of year and make sure your clients understand the impact taxes have during retirement planning. Here are three advantages of using tax season as […]