Marketing

Ask any woman about being dissed or ignored in a business situation, and she’ll most likely have a story. It might be about the car salesman who asked her when the decision maker would be arriving. Or about the banker who directed all of his questions to her husband. No matter the situation, she knows… Read More

Social media is a great way to connect with friends and clients and increase awareness of your business, but for Broker Dealers and Registered Investment Advisors, the SEC and FINRA consider every business related post, comment or “like” on social media sites advertising. With the evolving nature of online marketing, some social media elements such… Read More

As a top producer, you’ve dedicated your career to helping clients prepare to retire comfortably and confidently. We want to help you do the same when it’s your turn to retire. The Creative Marketing Agent Deferred Compensation plan is the first innovative long-term accumulation plan offered by an IMO. It is a benefit available exclusively… Read More

The other night, I was flipping through the channels and came across the 90′s classic “Jerry Maguire”. As you may recall, Tom Cruise stars in the title role as a sports agent who suddenly questions his purpose in life and seeks a higher meaning. (Along the way he learns a lot about himself, finds out… Read More

Star Trek: Next Generation was always right in my wheelhouse. I loved the optimistic and technologically advanced view of the future along with the adventure inherent in exploring the unknown. A favorite character was Data (the first to be discovered but second to be created, for aficionados): sentient android or artificially-created being through which the… Read More

A wise man once said, “Productivity is never an accident. It is the result of a commitment to excellence, intelligent planning, and focused effort.” So why is it so many business owners still don’t have a solid plan for success? Now is a great time to take a look at what’s working in your practice… Read More

So much time, energy and money can be spent simply getting in front of prospects as you work to grow your business. With that kind of initial investment, a face-to-face meeting with a potential client is a true make or break situation. At this point, you need to be sure that you’re differentiating yourself from… Read More

Last spring, Creative’s Chief Information Officer, Robert Wingerter, gave a rousing presentation to our elite Tailor Made producers about the importance of evolving technology in the advisor’s business. He highlighted the growing number of agents who were integrating tablet technology – more specifically the iPad® – into their businesses for streamlining processes and improving communication…. Read More

Life is full of challenges. In fact, sometimes it seems as though there’s one around every corner. And if we’re not paying attention, it’s easy to be so distracted by these issues that a myriad of opportunities to accomplish the unthinkable might pass us by. This year’s keynote speaker at our fifth annual Learn To… Read More

We place value on just about everything in our lives. Some things like family, friends and mementos from our past we consider invaluable. Sometimes we assign a dollar amount to an item, which is necessary when we go to buy, sell or trade it. Yet when you think about the inherent value of your book of business, how do you determine how much a client is worth to your practice? It can be a lot more complex than simply taking into account his or her assets under management. It’s important you consider the potential clients have for helping you grow your business … and that you act accordingly by showing them real appreciation.