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’ Financial Education Needs Not Much Different From Boomers’
By Danielle AndrusMillennials aren't facing financial education issues that are profoundly different from what their parents faced, according to Veena Khanna of Key Private Bank.
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.
January 20, 2017
7 steps for generating the best leadsFollow this map to create consistent, predictable new leads.
January 20, 2017
7 steps for generating the best leadsFollow this map to create consistent, predictable new leads.
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.