by Sean Dailey | Feb 3, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
Personalization in marketing goes a long way. We live in a world surrounded with technology and social media that allows us to do practically anything: interact personally with others, brand ourselves, and put our face and our opinions out there through image and...
by Sean Dailey | Feb 2, 2023 | Client Marketing Ideas
How many services do you offer your clients? If you’re an insurance-only agent, you may be offering annuities, life insurance, Medicare, and maybe even personal or commercial lines of insurance. As a dual-licensed advisor, maybe you’re offering the insurance services...
by Sean Dailey | Feb 2, 2023 | Client Marketing Ideas
When the pandemic hit in 2020, it suddenly became harder, if not impossible, to meet with people in person. Our headquarters is in southern California, and although we continued business in the office, almost everything else shut down. People were just scared to meet...
by Sean Dailey | Feb 2, 2023 | Client Marketing Ideas
How do you get more referrals from your clients? It’s simple: communicate with them more often. Think about it: how often do your clients hear from you? Consider every point of contact you make with them, including portfolio reviews, emails, client events, etc....
by Sean Dailey | Feb 2, 2023 | Client Marketing Ideas
Like many of you, my cellphone of choice is an iPhone. If you have one, I am sure you have noticed your email signature, “Sent from my iPhone”. This is free advertising from Apple. I don’t know how many people send emails each day from their iPhone, but I imagine...
