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.
You Don’t Need a Podcast — You Need a Plan
By Megan CarpenterThe advisors winning today aren’t doing more. They’re doing what matters most, with clarity and consistency.
October 22, 2025
How to Turn a Client's Employees into Individual ClientsThe owner of a firm may be a great prospect. So are the workers.
October 21, 2025
Are Your Clients 'Soft Switching' to a New Investment Account?Investment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 20, 2025
How Top Advisors Build MomentumGrowth is stitched together from moments that deepen trust instead of breaking it.
October 15, 2025
Trigger Marketing Can Help You Raise Your Hand at the Right TimeSometimes, clients and prospects really do want to hear from you. The trick is knowing when.
October 10, 2025
Best & Worst Life Insurance Providers: J.D. Power, 2025Overall customer satisfaction scores were 253 points higher when agents or advisors communicated regularly.
October 09, 2025
7 Ways Caregivers Really Pay for Loved Ones' CareNorthwestern Mutual looked inside consumers' actual LTC arrangements and found holes.
October 08, 2025
10 New Life & Annuity Issuer Efforts to Get Your AttentionThe federal government put itself in an eclipse. That may give insurers' product moves a chance to shine.