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.
4 Deceptively Simple Tips to Turn Prospects Into Clients
By James J. GreenSmartAsset's review of its lead gen service found the best advisors at closing new clients followed the same steps.
October 30, 2017
Advisors, Don’t Make This Big Mistake With New HiresMany firms are setting up their new hires, even experienced professionals, to fail. Follow this six-week process and you'll prevent problems down the road.
September 25, 2017
In Battle for AUM, Gen X Is Advisors’ Secret WeaponThe high-net-worth story is increasingly a Gen X story, according to Tony Stich of Advicent.
September 01, 2017
The Marketing Metrics That Really Matter for AdvisorsTo anyone whos ever felt overwhelmed after looking at Google Analytics, know this: Youre not alone.
August 18, 2017
Millennials Hold Too Much Cash, Too Few Equities: ReportConversely, older investors are too heavily invested in equities, according to the Wells Fargo Investment Institute.
May 01, 2017
Pay Attention to Gen X WomenThe Generation X woman has become the apex consumer in our marketplace, Cam Marston says.
May 01, 2017
Thinking Gen X: An Overdue Look at an Overlooked GenerationThis generation is underappreciated for how its members behave: hardworking, tech-savvy, intelligent and independent.
April 26, 2017
10 Ways to Engage Gen XersAngie Herbers, Michael Kitces and Cam Marston weigh in on how to reach this sometimes-forgotten generation.