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.
How Advisors Dodged ’08 Meltdown: FA Insight Study
By Eliza De Pardo, Dan Inveen, Sarah PelonioCongratulations, advisors. The years since the financial crisis were a struggle, but you made it work. FA Insight has the numbers to prove it.
May 27, 2014
33 Cold Call Truths You Need to Know: Bill GoodBefore picking up the phone to acquire prospects, read this list.
May 12, 2014
The 2014 IA 25 on the Next Generation of Advisors and ClientsAdvisors and their clients are aging together. What does that mean for the industry?
April 29, 2014
Who is the Sandwich Generation? [infographic]Among adults in their 40s and 50s with incomes of $100k or more, 43 percent have a living parent age 65 or older and a dependent child.
March 31, 2014
How Your Priciest Advisor Can Boost Profits: The 2013 People and Pay StudyFA Insight's annual People and Pay study shows how firms can be more profitable if they help their most expensive employees work smarter.
March 27, 2014
Millennials aren’t risk takers or saversStill, theyre taking on more risk than older investors.
March 26, 2014
Millennials Aren’t Risk Takers or SaversResearch released in March by the FINRA Foundation found risk-taking falls with age, contrary to recent surveys that have found millennials to be as conservative as their grandparents.
March 19, 2014
Company develops DNA-based home colon cancer testThe test seems to work best at detecting early-stage, easier-to-treat tumors.