If you want to grow your advisor practice and don’t want to buy leads (which we generally caution against), you need to figure out the best way to market YOU. There are several variables to consider, like what dollar amount you should allocate to your marketing budget, what tasks you should handle yourself vs. hand

If you’re a financial advisor intent on building a sustainable, growth-oriented practice, marketing to Millennials should be a top priority. But that doesn’t mean you can (or should) market to Millennials the same way you market to their predecessors, Baby Boomers and Generation X. The generation born between 1981 and 1996 takes a very different

A few years back, a survey by AARP revealed that nearly half of the 40–59-year-old respondents would rather make an appointment with a dentist than a financial advisor. Ouch! Where’s the love? Why does our industry strike more fear in individuals than the purveyors of novocain and root canals? Because a large number of consumers

InsurMark recently celebrated the company’s 40th anniversary. Along with that milestone, came a changing of the guard, when company founder Steve Kerns passed the reins of leadership to Jeff Maxey, who was named President of InsurMark this past July. Jeff has been a fixture at InsurMark since 1997, when he began his career as a