3 Tips for Hosting a Successful Seminar Hosting a seminar can be stressful, especially if you are new to in-person events. However, there's never been a better time to start hosting seminars, workshops, and dinner events. Post-pandemic people are eager to get back to in-person events and connect with advisors....
How to Host a Successful Seminar
10 Tips for Increasing Your Customer Acquisition
Steps for Increasing Your Customer Acquisition 1. Establish Your Target Market Identifying your target market is key to customer acquisition because even with all of the marketing efforts in the world if you target the wrong people, you will not grow your clientele. Find your target market by identifying your ideal...
Top 5 Venue Attributes to Look for
How to Find the Perfect Venue You want to host an event to meet new potential clients, but where do you start? First, you need a place to host this event. Finding the perfect venue can be difficult, especially if you haven’t hosted an in person event since the pandemic...
Easy-to-Execute Strategies to Recruit and Retain Customers
Easy-to-Execute Strategies to Prospect and Retain Customers Every financial advisor needs to not only prospect new customers, but effectively retain their current client-base. A lack of strong prospecting methods and tactics could lead to the loss of important future business, sometimes creating extraneous effects in the long-term. If potential customers...
What is Referral Traffic – Google Analytics Tracking
What is Referral Traffic on Google Analytics? Website traffic is a critical component of success for most companies. Whether your marketing team is managing a campaign by keeping tight reins on its SEO keyword usage or by strictly monitoring its PPC (pay-per-click campaigns), you don’t want to overlook the value...