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 ethically get max profit from every prospect
By Victoria EdenHaving a large number of prospects does not necessarily mean the end of your worries.
August 26, 2013
Strategies for Serving Clients OnlineOnline service is crucial for next-generation HNWs. Instead of swinging for a home run in virtual strategy, here are some singles and doubles to hit.
August 26, 2013
You Talkin’ to Me, Sarge?According to Neil Howe, a historian widely credited with inventing the term millennial generation, military recruitment ads illustrate the differences between Generation Xers and millennials. Whereas Gen X recruitment focused on personal challenge and conquest, the message for millennials is why were fighting in the first place.
August 26, 2013
Are You Turning Off Younger Clients?Many advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, heres how to proceed.
August 20, 2013
One Reason for Young Advisors' High Turnover Rate: TriangulationAs owner-advisors grow their firms by adding more advisors, its important that they focus as much attention on personal dynamics as they do on client service.
August 16, 2013
9 Ways to Win Gen Y ClientsGen Y sets its own rules, communicates differently and has a unique approach to business. So how do you win them over?
August 07, 2013
You gonna fix that?To keep delivering leads, your website needs regular maintenance.
August 05, 2013
9 ways to sell to Gen YGen Y sets its own rules, communicates differently and has a unique approach to business. So how do you sell to them?