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.
What Makes the “Category” Marketing Quiz so Compelling?
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 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.
How the DOL’s New ESG Rule Would Affect Retirement Advisors
The Department of Labor is considering a regulation that would limit how environmental, social, and governance (ESG) investing can appear in retirement plans.
Unspent Business Development Money
During a recent conversation with a savvy advisor (we’ll call him Greg), it was pointed out to me that 2020 has brought some challenges for advisors that are not immediately obvious to someone whose company designs and sells software solutions. Specifically, he mentioned that many advisors have business development accounts that they will struggle to utilize given the COVID-19 pandemic.
Are you a 21st Century Wealth Advisor?
As I wrote before, the Coronavirus lockdown was a beta test for remote work, but it doesn’t seem to be going anywhere anytime soon. The question falls to all of us:“Am I measuring up to my competition and adapting to the new environment?”Advisors don’t have to look far to learn where the industry is going. Before the lockdown forced all of us to see the potential in working remotely, Broadridge reached some startling conclusions about technology use by financial advisors. They surveyed 1,500 investment providers, including 250 wealth advisors, to find, in general, that they are not taking advantage of the benefits and high ROI of technological adoption.
How to Write Irresistable Emails That Must be Opened
Not only are many of us too busy for marketing, but we’ve not practiced copywriting. As we learned in talking to a premier copywriter, Jack Turk, the secret is writing fast. Writing fast keeps you from over-thinking your language. You remember the old acronym: KISS. Well, here’s a friendly reminder to Keep IT Simple, Stupid. :)
What is RegBI’s Future With a Democrat Administration?
New news from the campaign trail continues the Reg-BI regulatory whiplash, but don’t let that become an excuse for not being compliant. The polls show a likely power shift in the White House - take that with a 2016-flavored grain of salt. Allan Lichtman, the renowned historian who predicted the presidential results for the past four decades, predicts Biden will take the White House. (He bases his prediction, not on polls, but 13 binary qualifiers that are pretty interesting)