Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing clients. Approximately 40% of advisors use social media as a marketing ...

A marketing plan turns choices into numbers, timelines, and owners your marketing team can ship. A well crafted marketing plan ties marketing strategy, marketing efforts, and business objectives to ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

Cold calling in the insurance industry is about as popular as a root canal on a Monday morning. If you're still dialing for dollars and hoping for the best, you're fighting an uphill battle with one ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

11 Marketing Plan Templates You Can (Legally) Steal for Free Your email has been sent A marketing plan defines key objectives and ensures your campaigns tie in to big-picture objectives. Putting this ...