Advisor Video Marketing Made Easy: 8 Business Boosting Tips
08/27
Like those old Virginia Slims commercials used to say, video marketing has come a long way baby! More advisors are using video to connect and engage with consumers, but the “rules” regarding what works and what doesn’t work continue to evolve. Video can be one of the... Is Your Marketing on Life Support? Turn the Tables on Client Acquisition.
05/09
At InsurMark, we survey thousands of advisors each year to get feedback on various topics. Many comments are clustered around concerns like, “My marketing is on life support” and “I’m struggling to close the client acquisition gap.” The problem for most of these advisors is... Advisors Need a Champion Mindset to Go from Good to Great
04/26
When you think of highly successful individuals, elite athletes often come to mind. For one, famed boxer Muhammad Ali will always be known as “the Greatest.” In recent years, several athletes have been labeled as GOATs (Greatest Of All Time), including quarterback Tom Brady, gymnast... 5 Things High Growth Firms Do to Achieve Exponential Growth
04/01
If you read our recent blog, “Struggling with organic growth? Here’s what’s holding you back,” you know that organic growth for advisors has tanked since 2017, with growth rates hovering around 3-4%. At the same time, some advisory firms are growing exponentially, at rates of 20%, 30%,... Struggling with organic growth? Here’s what’s holding you back.
03/24
One of the biggest challenges nagging advisors today is how to accelerate organic growth. It’s no secret that organic growth for advisory firms has tanked in recent years, going from a rate of 9% in 2017 to 3-4% in recent years. It’s also no secret that the world has changed The Death of the 60/40 Portfolio Has Been Greatly Exaggerated. Here’s Why.
03/06
Mark Twain famously said, “The reports of my death are greatly exaggerated.” The same may be said for the 60/40 portfolio, the 60/40 mix of stocks and bonds rooted in diversification and pioneered by economist Harry Markowitz decades ago. In recent years, numerous financial pundits... FOR FINANCIAL PROFESSIONAL USE ONLY.
NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
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Breakthrough Advisor
InsurMark
Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.