Marketing in the Summer

Reasons to Market in the Summer Retiree and pre-retiree prospects don't hibernate in the summer -- why should you? Eliminate the risk of missing your production goals at the end of the year, and discover why marketing now is crucial to fill your pipeline with qualified prospects. Many financial professionals...

8 Tips to Ensure Your Event Is a Success

Are you a novice financial advisor trying to get started in the industry? Or a seasoned pro looking to boost your clientele? Regardless of your current position in the field, improvements can always be made to increase your results. Consider implementing a few (or all) of these strategies during the planning phases of your...

Meal & Non-Meal Events: Pros & Cons

Planning events is no easy matter. There are dozens of details that require attention before the big date. One of the biggest struggles facing event planners today is having to decide between hosting a meal or a non-meal event. Before making the big decision, consider the following pros and cons...