My Practice

Sales and Marketing >>

Roccy Defrancesco
Agents, beware of IMOs offering RIA services
Article posted by Roccy DeFrancesco
Anytime there is money to be made, independent marketing organizations typically will smell the money and will act to get a piece of the pie. It’s not that I blame them; it’s that IMOs in general do such a poor job with providing the “best” options to insurance agents who truly want to provide the best advice to their clients.

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Prospecting >>

Maggie Crowley
Don't waste your time: Find out if your Web marketing is working
Article posted by Maggie Crowley
We know that a great advisor marketing strategy is built on a foundation of measurable goals. We also know that hard numbers provide the best evidence and help us make informed decisions. So, the question is: How do we identify these numbers and what does it all mean?

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Practice Management >>

Anne Bachrach
10 quick tips for beating procrastination
Article posted by Anne Bachrach
Here are 10 quick and easy tips for beating procrastination. Sometimes, finding a little bit of help (like these tips) is all that you need to tip the scales back in your favor.

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Technology >>

Jonathan
​Three reasons digital marketing will replace direct mail
Article posted by Jonathan Musgrave
Oftentimes, our initial reaction to new marketing approaches is skepticism. In this brief article, I’ll make a case for digital marketing by comparing it to traditional marketing approaches.

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Social Media >>

Amy McIlwain
Social media ownership: business account vs. personal account
Article posted by Amy McIlwain
You wouldn’t let a former employee walk out of your office with the TV from your lobby, the refrigerator from the break room, or the computer off of your desk. Don’t let them sneak away with your digital property, either, because losing a social profile, its followers and the resources invested in growing those networks could be a significant loss to your business.

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