Marketing and Lead Generation
Insurance lead generation news and tips, including strategies for using technology, outside vendors, and data analysis to improve lead generation efforts.
Study: Paying doctors for performance leads to better care
By staff WriterThere goes the notion that doctors got into the business out of benevolence.
September 06, 2013
How to ethically get max profit from every prospectHaving a large number of prospects does not necessarily mean the end of your worries.
September 06, 2013
Are you a time-efficient communicator?Poor communication can be a huge time waster. Here are eight ways to be more efficient.
August 27, 2013
15 Ways to Connect With Baby BoomersMany advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, heres how to proceed
August 26, 2013
Strategies for Serving Clients OnlineOnline service is crucial for next-generation HNWs. Instead of swinging for a home run in virtual strategy, here are some singles and doubles to hit.
August 26, 2013
You Talkin’ to Me, Sarge?According to Neil Howe, a historian widely credited with inventing the term millennial generation, military recruitment ads illustrate the differences between Generation Xers and millennials. Whereas Gen X recruitment focused on personal challenge and conquest, the message for millennials is why were fighting in the first place.
August 26, 2013
Are You Turning Off Younger Clients?Many advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, heres how to proceed.