Retirement Lists
Read about the top trends affecting retirees, including their lifestyle choices, investments and related topics.
How to be "DIRECT" in 6 simple steps
By Amy KennelIn Part 1 of this two-part series, we discussed the differences between advertising and direct marketing. By using direct marketing, you can generate an immediate response, a direct order, a sales lead, or traffic.
April 23, 2009
Reports of their death are greatly exaggeratedFluorescent green yogurt with bits of cereal; sneakers with lights and sound effects. It's no secret, marketers traditionally target the younger set, those with disposable...
February 28, 2009
More ways to maximize on CRM systemsDo you ever wonder about the appropriateness of the filters you've selected for your direct mail marketing leads? We periodically send the names and addresses of our clients to our direct mail marketing firm. For a small fee, we're able
October 31, 2008
Getting personal with direct mailStudies in the direct mail industry continue to demonstrate that highly personalized direct mail packages result in increased response rates. In fact, a study conducted by marketing group POD showed a 1,000 percent increase in client and prospect
August 28, 2008
Back to School on 403(b)sThis year, as budget makers in schools across the country decide whether the football team needs new uniforms or the gym really deserves to be repainted, they have one more item to add to their lists: How to deal with a new regulation, effective January 1, 2009, which is likely...
September 30, 2007
Zero In On 76 Million Boomers Starting To RetireSeventy-five percent of plan participants switch their primary financial advisor or initiate a relationship with an advisor within five to 10 years of retirement.
September 29, 2007
Zero In On 76 Million Boomers Starting To RetireSeventy-five percent of plan participants switch their primary financial advisor or initiate a relationship with an advisor within five to 10 years of retirement.
August 01, 2007
Marketing True ConfessionsRich Coppa and Darin Gartland, his partner at Wealth Health in Roseland, New Jersey, have tried a number of marketing tactics since they launched their...