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financial advisors marketing

How to Utilize Marketing Quizzes: RiXtrema Guide

In a world that is increasingly online, it is important to likewise move your marketing efforts in that direction. But these days, leads are more difficult to hold onto because they already know every trick in the marketing playbook. So, how will you get creative with your online marketing efforts? The key is interactivity

Why You Need a Lifestyle CRM. Part 2

So, where do you get those hours to set up good online marketing? You take them away from doing the important client work i.e. what you get paid for. Or you take it away from the rest of your life i.e. family. So, there are hundreds of thousands of advisors who spend significant time and money performing the same tasks to grow their business.