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Jackpot List for Getting a Target Audience - The Scoring Quiz

What kind of background knowledge does your target audience have? How are they currently solving their problem? Successful marketing depends on gathering and applying knowledge about your target audience.

Quiz Funnel Marketing

What Makes the “Category” Marketing Quiz so Compelling?

Colin Ward

16 Sep 2020

If you have a social media account – especially with connections to teenagers – then you have probably seen a category quiz without realizing it. How does your personality match a Disney character, entrepreneur, or tv show character?

3 Pieces of Wisdom I Learned From Interviewing Retirement Specialists

Marketing

3 Powerful Pieces of Wisdom from Retirement Specialists

Colin Ward

14 Sep 2020

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

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 2020 US

Investing Risk Management

Contested Elections

Yon Perullo

11 Sep 2020

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.

Marketing Quiz Funnel Marketing

The Basics of a “Killer” Quiz Marketing Strategy?

Colin Ward

10 Sep 2020

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.

esg investing

How the DOL’s New ESG Rule Would Affect Retirement Advisors

Colin Ward

27 Aug 2020

The Department of Labor is considering a regulation that would limit how environmental, social, and governance (ESG) investing can appear in retirement plans.

Blog Full With Left Sidebar

Jackpot List for Getting a Target Audience – The Scoring Quiz

What Makes the “Category” Marketing Quiz so Compelling?

3 Powerful Pieces of Wisdom from Retirement Specialists

Contested Elections

The Basics of a “Killer” Quiz Marketing Strategy?

How the DOL’s New ESG Rule Would Affect Retirement Advisors

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