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.
Millennials Hold Too Much Cash, Too Few Equities: Report
By Bernice NapachConversely, older investors are too heavily invested in equities, according to the Wells Fargo Investment Institute.
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.
April 03, 2017
Millennials Say: Don’t Call Me a MillennialA survey by LIMRA found that few millennials see the term as a positive.
February 27, 2017
Millennial MadnessSince one of my main jobs is to deliver to you the news and analysis you need, I read plenty of surveys about advisors.
February 27, 2017
Millennials: Who Are They and What Do They Want?After graduating from college at a rate surpassing all previous generations, millennials tend to consider themselves smart consumers, adept at Googling whatever they want to know.
February 15, 2017
Millennials Want to Make Wise, but Different, Money DecisionsMillennials need the same education older generations had, but how they use it will set them apart.
January 28, 2017
How to up your email game with clients, prospects [infographic]Here are more than two dozen ideas for moving beyond superficial business communications.