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Sales and Marketing >>

Chris Marentis
Innovative client service ideas for financial firms
Article posted by Chris Marentis
Truly effective customer service can make or break an entire brand, and it all starts with the people who directly interact with clients.

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Prospecting >>

William Meyer
3 mistakes certain to screw up a Social Security seminar
Article posted by William Meyer
The lunch is hot and the presentation is cool, but after all the time and expense to produce a proper Social Security seminar, few meetings are booked and even fewer prospects request more information. What went wrong?

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Practice Management >>

AdamC_Johnson
Nurturing leads and growing new business
Article posted by Adam Johnson
As is the case with nurturing plants, nurturing leads requires sustained effort to keep them from withering. For insurance leads, the key component of this nurturing is communication. That’s where agents should focus their efforts, because if you can’t communicate with a lead, nurturing the lead is impossible.

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Technology >>

Maggie Crowley
Marketing hacks: Is it working or not?
Article posted by Maggie Crowley
Setting goals and measuring your performance is key to any good business strategy, and in marketing it can be used to test whether your current initiatives are reaching the right audience and meeting your goals. Here are three measurements that can determine whether your Web marketing efforts are paying off or not.

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Social Media >>

Alan Blume
Should you hire a producer without an insurance agency leads program?
Article posted by Alan Blume
Should agencies hire a producer without first implementing an insurance agency marketing and lead generation program? After all, whose job is it to fill the top of the funnel? And has the answer evolved over time, requiring a different response today than it did 10 or 20 years ago?

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