by A&A Editorial Team | May 16, 2025 | A&A Editorial Team, Marketing Best Practices, Sales & Marketing
The reports are in! According to a recent study by Ficomm Partners, advisory firms are NOT marketing to consumers the way they prefer. While 45% of investors surveyed report selecting their advisors through digital channels, only 29% of firms focus on digital...
by Jo Barker | May 1, 2025 | JoAnna Barker, Marketing Best Practices, Sales & Marketing
Every year, content marketing becomes a necessary channel for insurance and financial professionals to build their brand and connect with consumers. In 2024, nearly a third of marketers reported actively incorporating content marketing into their strategies. However,...
by Jo Barker | Feb 10, 2025 | JoAnna Barker, Marketing Best Practices, Sales & Marketing
Social media has revolutionized the way all businesses connect with potential clients. Of course, this is also true for insurance and financial professionals, who are increasingly looking for ways to leverage social media in their marketing. But the saturated world...
by Jo Barker | Feb 3, 2025 | JoAnna Barker, Marketing Best Practices, Sales & Marketing
How many ads have you scrolled past today? Probably more than you can count. Now, try to remember one of those ads. If you can recall it, I’ll bet that ad had a story that resonated with you, right? That’s the power of personal branding at work. Studies show...
by Jo Barker | Jan 20, 2025 | JoAnna Barker, Marketing Best Practices, Sales & Marketing
With the new year fast approaching, it’s important to reevaluate your marketing strategy. For 2025, people can expect two key trends to reshape the marketing landscape: AI-driven personalization and a renewed dedication to direct mail strategies – both contributing to...
by Jo Barker | Jan 20, 2025 | JoAnna Barker, Marketing Best Practices, Sales & Marketing
In our industry, meaningful consumer relationships are the backbone of success. But with digital search dominating how consumers discover services, building those connections starts online. 46% of all Google searches are local, meaning consumers are actively looking...
