3 Powerful Pieces of Wisdom from Retirement Specialists
So, in preparation for some neat new features, RiXtrema will be launching in the coming weeks, I interviewed some of our clients (retirement specialists). With a little additional independent research, I found some useful tips as to how advisors exploit a competitive advantage to convert leads into clients. Basically, I explored answers to two questions:What does it take to win a 401k plan sponsor? How do retirement advisors unseat an existing plan sponsor provider
Contested Elections
We have had several clients ask for scenarios that pertain to the upcoming US presidential elections. Clearly there is a lot of uncertainty around an election that is more divisive than any in memory. While direct comparisons to other events in US history are hard to come by, we have certainly seen our fair share of contentious presidential elections.
The Basics of a “Killer” Quiz Marketing Strategy?
When setting out to craft a quiz funnel it is important to remember that you are creating primarily a marketing quiz. That does not mean that the quiz taker does not receive any value. They do. But the value is your offer. The genius of quiz funnel marketing is disguising its marketing intentions by providing value to the individual taking the quiz.