by Sean Dailey | Feb 6, 2023 | Client Marketing Ideas
When it comes to your clients, it’s important to listen to them carefull and take notes on even the minor things they say. For example: If your client says they went on a vacation… Ask who went on vacation with them. If they mention they went on a trip...
by Sean Dailey | Feb 5, 2023 | Marketing to Prospects Ideas
Marketing is a critical component of any successful firm. However, at a small firm where resources are often limited, it’s even more important for every employee to take an active role in promoting the company and its products or services. Whether it’s the...
by Sean Dailey | Feb 5, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas
Many of your clients probably real estate, and as their parents pass on, chances are they will inherit even more of it. But some people don’t want to deal with the “Terrible Ts” (trash, tenants, taxes, and toilets). Enter 1031 Exchange to DST. A 1031...
by Sean Dailey | Feb 5, 2023 | Marketing to Prospects Ideas
Starting a podcast can be a highly effective marketing channel for your brand, as it offers several benefits over traditional marketing methods. Here are some ways in which a podcast can help you achieve your marketing goals: Reach a new audience: Podcasts are a...
by Sean Dailey | Feb 5, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas
As a financial advisor/insurance agent, there are several topics you can cover in your email marketing campaign. It’s important to switch it up and keep every email relevant. Here are some content ideas: Market updates: Keep your clients informed about the...
