4 Key Steps for Financial Advisors
Having to manage several retirement plans at once is a challenging task at the best of times. Add to that 2020, a year that saw a pandemic threaten retirement plans nationwide, and the task becomes that much more difficult.
Two Kinds of Financial Advisors Online: The QUICK & THE DEAD
How do you become a top marketer without turning your life into a workaholic hell and without reducing the amount of effort to help your clients to financial success? In other words, how do you become a top advisor (because top advisors are not only good, but they also have a lot of clients) …
Attention! Here are the 4 Kinds of Marketing Quiz Questions
Micro commitments are crucial for getting people to complete your quiz, and commitment questions are beginning hooks. An easy commitment question should always be your first question and can be useful in the middle of a quiz if it is on the longer side of the recommended length (7-12 questions).
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