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.
7 steps for generating the best leads
By Brandon StuerkeFollow this map to create consistent, predictable new leads.
December 06, 2016
7 phases of the perfect client funnelThere are seven distinct phases on the path clients take through your marketing funnel, each with its own set of opportunities.
December 06, 2016
7 phases of the perfect client funnelThere are seven distinct phases on the path clients take through your marketing funnel, each with its own set of opportunities.
November 30, 2016
How the Best Advisors Are Like Olympic AthletesThe next generation of advisors is talented, adaptable and looking for guidance from the industrys pioneers.
November 23, 2016
The proper way to set a call backUnless you are closing all your sales during the first call, you need a strong call back strategy.
November 17, 2016
Top 5 tips for getting more referralsA referral from a current client is akin to an automatic seal of approval.
November 01, 2016
4 ways to improve your digital presenceWith so much focus on in-person appointments, financial advisors and insurance agents often treat their digital lives as an afterthought.
November 01, 2016
5 email missteps every online marketer MUST knowWhen executed properly, email marketing can grow a business in a very strategic and calculated manner.