21 Statistics About SMS Marketing You Need to Know

SMS marketing has become a popular way for businesses to approach potential prospects without being intrusive or seem “pesky.” Recently, text messaging has proven its superiority as a communication platform. It’s accessible, fast and multifunctional. Using text messaging to market to your clients and prospects can be an effective way to inform them of any… Read More


The GOP tax-reform proposal framework & CreativeOne

Nothing’s certain except death and taxes (maybe). At the end of September, the Republican Party’s leadership unveiled its framework for tax reform, a plan that lays out a roadmap without offering a specific plan (that’s for Congress to fill in with concrete language). But this is the starting point. Here’s what we know, and here’s… Read More

Related terms: Breaking News



Introducing the New PIMCO Global Optima Index

The Index offers a powerful combination of global diversification and enhanced return potential.1 It is managed by Pacific Investment Management Company LLC (PIMCO), one of the world’s leading investment managers with extensive experience in rules-based strategies. 3 Key Features of the PIMCO Global Optima Index™ 1. Upside Growth Potential through global diversification 2. Smart Beta… Read More


What Is “Content Marketing?”

So, what is content marketing exactly? Content marketing is, defined by the Content Marketing Institute: Con•tent Mar•ke•ting noun a strategic marketing approach on creating and distributing valuable, relevant and consistent content to attract and retain a clearly defined audience.1   This means that you are creating content—guides, blogs, infographics—that is thought-provoking and targeting towards a… Read More


Miles to go: What does the future hold for the fiduciary concept?

Initial path So much ground has been traveled in the last seven years leading to our current “partial” implementation of the Department of Labor’s (DOL) fiduciary rule, we may have forgotten how it came about or we are bored to the point of tears in hearing it regurgitated. At the risk of the latter, let… Read More


Appear on Your Local News Station or in a National Consumer Magazine—GUARANTEED

Large-Scale Media Exposure • 110% Guaranteed Placement • Be the Expert Want to be featured as a financial expert in your local market, or nationwide? With Instant Authority, you get guaranteed placement of publicity through various digital, television or print media outlets. Tune in to our webinar featuring Amazon best-selling author and media expert Jeremiah… Read More


Why Should You Have a Business Coach?

Are you ready for strategies to increase revenue in less time? Interested in learning new strategies for massive business growth and streamlined practice management? With CreativeOne’s Power Business Coaching program, you will gain knowledge on proven tactics to increase your high-quality lead pipeline, earn more money, and have more time to pursue your personal goals…. Read More


$15 Million Advisor Shares Marketing Strategy

Stephen Stricklin had an idea: engage people and make their retirement simpler. At Wise Wealth, LLC, Stephen Stricklin had an opportunity. People were coming to his seminars, but they weren’t fully appreciating his depth of knowledge or following through with appointments to start their retirement strategy planning. Enter Simplify Your Retirement. We’ll let Stephen explain:  … Read More

Related terms: Marketing



Equifax: What You Should Know

September 15 2017

by CreativeOne - www.creativeone.com

By now, you’ve probably heard of the security breach at Equifax, one of the three major consumer credit-reporting firms. Consumers, understandably, are distressed. You may have already heard from some of your clients. If not, you probably will. Here are the main takeaways from the incident at Equifax: After public pressure, the company has eliminated… Read More

Related terms: Breaking News



4 Tips About Social Media Marketing You Need to Know

September 8 2017

by Alexis Daley - Content Strategist

Having active and best-practiced social media marketing and content strategy can be just as important as your updated lead-generation campaigns. Your website and social media accounts are the face of your company to an incoming prospect or your current clientele. They are your first impression for many people researching local financial advisors. And while it… Read More


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