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.
How to up your email game with clients, prospects [infographic]
By Elana Ashanti JeffersonHere are more than two dozen ideas for moving beyond superficial business communications.
January 04, 2017
5 ways to warm up cold leads with an emailThe end game of email marketing is to get prospects to reach out to you.
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.