Aug 02

3 Misconceptions Financial Professionals Have About Radio

Radio, one of the oldest methods used to raise brand awareness, is still a top-reaching medium today. It comes as no surprise that many financial professionals have an interest in adding a radio show to their marketing strategy.

"93% of U.S. Adults 18 and older listen to the radio every week." –Neilson 2019

So, why is radio such an effective platform? Most...

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Jul 26

Branding and Marketing Basics for Financial Professionals

While branding and marketing are two very different things, they are often confused because they go hand-in-hand.

Independent marketing organizations, like DMI, often offer both services to financial professionals, adding to the confusion. Although there is overlap, one comes first, and one can’t exist without the other. I know - I probably just made it even more...

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Jul 20

7 Digital Advertising Tips for Financial Professionals

“The future of advertising is the Internet.” - Bill Gates

How true these words are. Today, it's virtually impossible to run a credible business without an internet presence. Consumers look to the Internet to educate themselves, to search for the products and services they need, and, – yes – sometimes to verify that your firm exists online and is trust-worthy. Any...

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Jul 12

What Financial Professionals Need to Know about the Secure Act

On May 23, 2019, the House of Representatives passed a bill known as the Setting Every Community Up for Retirement Enhancement Act of 2019 (“The Secure Act”). The proposed legislation has now made its way to the Senate and is likely to pass in the next couple of months.

The Secure Act

The Secure Act intends to modify employer-sponsored retirement savings plans,...

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Jul 05

6 Presentation Skills, Tips and Techniques for the Financial Professional

As a financial professional, you have the knowledge and skills to guide people in their retirement strategies. When people are made aware of their financial health, they are better able to take steps to develop a retirement strategy. Workshops provide a great method of educating people on what financial health looks like. You’re the expert in all things retirement...

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