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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
11 Sep 2020

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.
10 Sep 2020

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. 
21 Aug 2020

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
18 Aug 2020

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
13 Aug 2020

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. :) 
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