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 warm up cold leads
By Mike BrooksWorking through a list of cold prospects can be daunting. Here are some voicemail and email scripts designed to warm them up.
October 01, 2016
When Clients’ Mental Capacity Diminishes: An Advisor's RoleIf you haven't dealt with a client showing signs of diminished mental capacity, you will. Now is the time to prepare for that event.
September 20, 2016
Optimize your lead-handling processEstablishing a process to handle incoming leads can ensure that potential clients don't fall through the cracks.
September 15, 2016
Beyond sales: The power of whyAll too often we talk to prospects and clients as experts and wrongly assume they understand the why of the conversation as well as we do.
September 09, 2016
The secret to hitting a home run with digital marketingIf you dont have the foundations in place, you may have a successful campaign, but not one that converts to sales.
September 07, 2016
To achieve marketing success, spend smarter not moreCustomizing a marketing strategy based on how close a lead is to buying can result in better sales and a more robust client pipeline.
August 31, 2016
Generation Z will out-earn and outwork the rest of usMove over millennials, there's a new workaholic generation in town.
August 31, 2016
Generation Z will out-earn and outwork the rest of usMove over millennials, there's a new workaholic generation in town.