Have you received a notification in the last couple of months letting you know you have gained access to LinkedIn Live? Yes? No? Either way, you’re not alone. LinkedIn Live is one of LinkedIn’s newest rollout features being used to help stay on track and (in some cases) ahead of the crowd when it comes… Read More
Marketing Archives - Creative Edge
Rolling Stones Keep on Giving—Just Like Annuities
It’s 2019 and The Rolling Stones are back… with a sponsorship from the Alliance for Lifetime Income. You heard it right. The rebellious English rock band is going on tour and spreading the word about annuities at the same time. Sounds a little out of the box, doesn’t it? It is, but when you take… Read More
Take Back Your Privacy with Facebook
Privacy. We all want it but it’s hard to obtain in our digital day and age. Facebook understands they have a mountain to climb when it comes to earning back users’ trust and they are making up ground with their latest announcements. Think transparency, advertising and targeting. Facebook is rolling out a feature that will… Read More
LinkedIn Learning: How do you connect?
154 million American workers have LinkedIn profiles. That is 154 million opportunities to connect with people. Are you taking advantage of LinkedIn for your business and professional career? We understand that you are constantly hearing do this or do that and you also hear news about the hottest social media channels buzzing 24/7. You can’t… Read More
Are your clients income ready for retirement?
Access new resources to get clients income ready for retirement with Global Atlantic One of the most important financial-planning decisions a retiree will make is deciding if they can afford to retire. This means considering if they are ready to cross over from accumulating assets to depending on those assets to pay monthly bills throughout… Read More
CreativeOne offers four seminars with FINRA letters
We all know seminars have been a long-standing way to generate leads within the financial and insurance industry. CreativeOne understands the importance of having strong, compelling content available to engage attendees. But having that content be in line with compliance guidelines is a whole other story. The good news? We’ve done the work for you. We’re… Read More
Related terms: Annuities, Branding 101, Facebook, Lead Generation, Marketing, Online Marketing
The Future of Facebook and What It Means for You
Facebook’s annual conference (F8) was held earlier this month and they covered it all—future trends, technology, news, and security. You don’t have time to go through everything they covered so we did it for you! Facebook can be your best friend or your worst enemy. It’s all up to you and how you decide to… Read More
The Jim Lee Approach – How to Build a Successful Business
On Friday, March 1, over 50 IRS workers filed into a conference on the eighth floor of the Edward J. Schwartz Federal Building in downtown San Diego. They filled their plates with a catered lunch and then, one at a time, stood and spoke about their coworker Malcolm, who was retiring after 42 years of… Read More
Social Selling for Financial Professionals with Pacific Life
Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand. What is Social Selling? – Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones. The 4 Key Aspects of Social Selling: Create Your Presence… Read More
Related terms: Marketing, Online Marketing, Products & Carriers, Sales Strategies, Social Media
How to Implement a Formal Referral Program
We’re already four months into 2019. Are you on track to hit your new client goals for the first part of the year? If your answer is no, you’re not alone. The good news is you still have time to get on track and hit your growth objectives. One way to acquire new clients is… Read More
Related terms: Branding 101, Customer Relationship Management, Lead Generation, Marketing, Practice Management, Referrals