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.
The 2014 IA 25 on the Next Generation of Advisors and Clients
By Editorial StaffAdvisors and their clients are aging together. What does that mean for the industry?
March 27, 2014
Millennials aren’t risk takers or saversStill, theyre taking on more risk than older investors.
March 26, 2014
Millennials Aren’t Risk Takers or SaversResearch released in March by the FINRA Foundation found risk-taking falls with age, contrary to recent surveys that have found millennials to be as conservative as their grandparents.
March 19, 2014
Company develops DNA-based home colon cancer testThe test seems to work best at detecting early-stage, easier-to-treat tumors.
March 11, 2014
Getting Clients to Follow Your Advice: Fired by the HeirsAdvisors will increasingly have to address the transition of wealth to the younger generation. But what if you dont have a relationship with the kids?
March 11, 2014
Sales tips: a contrarian viewReading a book, taking a "training" class, while helpful, do not build confidence or the experience necessary to have prior situations to fall back on to improve your skills.
March 04, 2014
FireMyAdvisor Pairs Unhappy Clients With Advisors Happy to Take ThemTwo entrepreneurs saw a lot of unhappy advisor-client relationships out there. So they decided to launch an advisor-firing business.
March 02, 2014
Tips for a killer elevator pitchCan you make your case in 30 to 60 seconds? Thats how much time you have to capture your prospects interest, so make every second count.