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5 Steps to Managing Your Online Reviews — and Your Reputation

5 Steps to Managing Your Online Reviews — and Your Reputation

by Jeff McCRight | Aug 15, 2023 | Jeff McCright, Marketing Articles

As a financial professional, you understand the importance of connecting with clients and providing stellar service, and it’s no secret that customers’ online reviews and ratings can have a major impact on your business reputation. In the age of the...
10 Effective Tips for Financial Professionals to Grow With Social Media

10 Effective Tips for Financial Professionals to Grow With Social Media

by Greg Segovia III | Aug 15, 2023 | Greg Segovia III, Marketing Articles

Financial professionals are always looking for new and creative ways to market their services and engage with their clients. Social media can be a great way to do this, but it can also be tricky to navigate. With the right strategies in place, financial professionals...
Threads: Can The “Twitter Killer” Help Your Business?

Threads: Can The “Twitter Killer” Help Your Business?

by Chris Knight | Aug 3, 2023 | Christopher Knight, Marketing Articles

Another social media platform? If you’re like many agents, advisors, and even social media managers, that’s exactly what you thought when you heard the recent news about the launch of Threads, Mark Zuckerberg’s answer to Elon Musk’s Twitter (soon to be rebranded as...
Which Paid Marketing Campaigns Should You Use For Lead Generation?

Which Paid Marketing Campaigns Should You Use For Lead Generation?

by Brandon Pennington | May 10, 2023 | Brandon Pennington, Marketing Articles

It would be great to have your business everywhere. However, being everywhere is not always possible or worthwhile due to time constraints, budget and where your target audience is. Everyone wants more leads, right? Of course. But what are the top paid advertising...
4 Questions To Ask When Developing Your Brand — and Why It Matters

4 Questions To Ask When Developing Your Brand — and Why It Matters

by Brandon Pennington | May 3, 2023 | Brandon Pennington, Marketing Articles

Your brand is an extension of you — whether it’s your name or your business. A brand not only offers great products and services, but it’s a direct reflection of how you make people feel. To build your brand, agents and advisors need to gain trust from their...
5 Ways To Make Your Webinars Effective and Profitable

5 Ways To Make Your Webinars Effective and Profitable

by Bob Brzyski | Mar 8, 2023 | Bob Brzyski, Marketing Articles

Webinars are the perfect marketing tool to engage your current clients while attracting potential new customers. Armed with the knowledge you’ve gained throughout your career, you can create effective webinars in a convenient, affordable way. A webinar is a virtual...
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