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.
Pew Issues Its Final Word On Who Is A Millennial
By Michael S. FischerPew Research has set an age cutoff between millennials and post-millennials.
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.
April 03, 2017
Millennials’ Financial Education Needs Not Much Different From Boomers’Millennials aren't facing financial education issues that are profoundly different from what their parents faced, according to Veena Khanna of Key Private Bank.