Social Media Vital to Financial Advisors’ Work During COVID-19 Pandemic, According to Putnam Investments Social Advisor Research

28 Oct

Are you socially linked in?  85% of advisors report using LinkedIn most for business (compared to other social media platforms), says the Putnam Investments Social Advisor 2020 Study, with 74% relying on direct messaging through social platforms and 94% of those gaining new assets from these activities.  If you’re not connected and leveraging social tools, now is the time to begin. More>>

3 Ways Blogs Can Help Build Your Client Relationships

29 Jul

Guest contributor: Paul Lipka, manager, marketing communications at Crump Life Insurance Services

Staying top of mind with clients has become critical as we transition to the next normal of productive business activity. In-person client meetings all but disappeared a few months ago, and safety concerns will continue to limit face-to-face interactions for the foreseeable future. More>>

How to Find Leads Online

8 Jul

Over the last 10 years, inbound marketing has proven to be a great way to generate leads and acquire customers and help you hit your quota. Inbound marketing is a holistic, data-driven approach that leverages content on your website to attract buyers researching your products and services online. And then convert them to leads so you can close more deals. More>>

How to Write a Professional LinkedIn Headline (With Examples)

20 Mar

When it comes to icebreakers, “describe yourself in three words” is by far one of the toughest. You’re a complex person, with unique ambitions, experiences, preferences, and traits – how are you possibly supposed to distill yourself down to three mere words? More >>

7 Creative LinkedIn Summary Examples to Help You Craft Your Own

13 Feb

Writing a LinkedIn summary is incredibly difficult – for everyone, but especially for salespeople. You’re not targeting recruiters and hiring managers; you’re appealing to buyers. That means on top of finding an interesting and genuine way to describe your professional background, you must also come across as a subject matter expert. More >>

Life Insurance Marketing: It’s Not About Piling Up Strangers’ Email Addresses

16 May

Your success in business is ultimately determined by your ability and willingness to market yourself and your services to your ideal prospects.

Not just any prospects, but the ideal ones.

So, who are your ideal prospects?

Your ideal prospects are the people with whom you have the best chance of setting appointments and closing sales. More >>

17 Google Marketing Tools You Should Be Using

9 May

You may have heard of this little thing called Google. You know, where 3.5 billion searches for information are made per day?

But Google is more than just a search engine. So much more.

In fact, there are numerous Google business tools in addition to its search engine that can be hugely valuable if you’re a marketer. More >>

10 Sales Business Card Dos and Don’ts Every Rep Should Know

5 Apr

We may be living in a digital world, but business cards are still a valuable tool for salespeople. Handing your card to a potential prospect or referral is easier and quicker than exchanging phone numbers or attempting to memorize their name so you can look them up later. It also leaves people with a concrete memory of your interaction. More >>

The Importance of Finishing Strong

16 Nov

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A marathon race might be your business, practice, job, job search, family life, social life, sense of adventure, professional development, fitness goals, quality of life or personal relationships.

As it relates to business or work, you’re in the final lap — the last quarter of the year.

What areas of your business or practice could you be making adjustments to cross the finish line in full stride? More >>