Join your community’s professional and business associations.
Nothing – absolutely nothing – beats face-to-face contact.
Distribute personal marketing materials.
If you’ve got a personal brochure, a CD-ROM, a DVD or any printed matter that promotes your personal brand, get it into the hands of the CPAs, attorneys and business advisers around you.
Your offer will vary depending on a) the climate of your circle of contacts and b) the state in which you practice. You may be among a circle of contacts to which you can offer professional incentives, financial incentives, or “fun” incentives. Some states frown on this; some business communities do as well. But by all means, test the waters.
Keep yourself in these contacts’ minds. The prime factor for referrals won’t be the incentives you offer; it will be the quality of your personal brand, and that brand has to stick in your referral source’s mind.
The insurance commissioner will have to report by Jan. 1, 2022, on how well electronic communications are working.
The overall 'approved and placed' rate was the lowest it's been since at least 2014.
A life insurance distribution veteran says agents should start by trying to protect the people they love.
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Finding the right marketing solution for your advisors.
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Review these scenarios to make sure you avoid FINRA & SEC penalties.
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It’s easy for modern communication methods to expose your firm to risk. Find out how to ensure you remain compliant!
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