The rise of social media’s finfluencers — and how they’re helping Gen Z
Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.
Marketing
Benefits Think Ready to liven up client benefits? Suggest a shopping spree
Stale offerings that no one actually uses won’t move the needle on talent management, but earmarking an allowance for expanded options will spark interest and manage costs.
Eric Silverman
Voluntary Benefits
Benefits Think Do you need a separate CRM from your agency system?
Advisers who are ready to get serious about their prospecting and marketing efforts are probably ready to consider a separate system to help manage those activities.
Wendy Keneipp
Q4intelligence
Benefits Think To become highly effective producers, advisers should put service before the sale
Landing a prospective customer is a lot like dating. Remember that patience in growing relationships is the key to lasting success.
Kim Eckelbarger
ARCW Leavitt Insurance
Benefits Think Now’s the time to declutter your marketing plan
Start slow and keep it simple to help prospects understand and appreciate your value proposition.
Wendy Keneipp
Q4intelligence
Looking for a new job? These 10 fields are hiring remote workers
With remote work here to stay, FlexJobs released the most in-demand roles for stay-at-home job seekers, in fields like marketing, HR and tech.
Benefits Think In remembrance of David Moore
Capital Insurance Agency’s David M. Moore, Sr., (1940-2020), led with his “heart, passion and grace.”
Jack Kwicien
Daymark Advisors
9 rising trends in voluntary benefits
Enhancements in decision support tools, e-enrollment and more are coming, The Standards’ Kevin McNamara says.
Benefits Think How to master LinkedIn marketing
Advisers are often afraid of coming off as self-promotional, but focusing posts on client values will produce a message that resonates.
Wendy Keneipp
Q4intelligence
Benefits Think The power of client testimonials
Do not passively wait for written reviews by an occasional client or two — consider developing a proactive campaign, says columnist Jack Kwicien
Jack Kwicien
Daymark Advisors
Employers utilizing branding to attract talent
A robust value proposition can engage and bring in new employees.
Benefits Think How employee benefit advisers can become effective marketers
By understand how today’s clients consume information, firms can develop and present messaging that will resonate with employers.
Wendy Keneipp
Q4intelligence
10 most popular email marketing tactics
The channel for reaching customers and prospects is only growing in strength, with a $38 to $1 ROI.
Benefits Think Why brokers can’t get marketing right
Knowing your message and strategy are the cornerstones of an effective campaign, according to consultant John Graham.
John Graham
GrahamComm
Investing in client loyalty brings ‘huge’ ROI
A loyal employer will spend more money and renew more quickly, according to research.
Benefits Think How to boost web traffic with on-page SEO
Benefit consultants don’t need to be code jockeys to improve their search engine results. Rick Ramos advises how to reach the top of the Google heap.
Rick Ramos
HealthJoy
How to build a larger business network with Facebook groups
One owner became the largest agent in his area in just three years by using social media and offering services to his community that in turn boost his overall sales.
Strategies that will give brokers an email edge
Subject line and follow-up are the most important elements of an electronic composition, explains Jeremiah Desmarais of Agency Growth Academy.
Benefits Think 4 steps to starting a disability program
Brian Kost of Standard Insurance Co. guides the way to avoiding the pitfalls of implementing a new hardship plan.
Brian Kost
Standard Insurance Company
Benefits Think The millennial marketing tactic your competitors aren’t using
Boost enrollment participation and next generation recruiting simultaneously with Snapchat, says adviser Eric Silverman.
Eric Silverman
Voluntary Benefits