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
Lead Generation Archives - Creative Edge
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
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
How do I make sure my Facebook seminars are guaranteed?
Are you currently doing a Facebook seminar? Let’s make sure it’s guaranteed! Below you will find our best practices, terms and conditions designed to help you get the best performance out of your Facebook seminar with CreativeOne. Only seminars that follow these best practices will qualify for our guarantee. We will still run your seminar,… Read More
Related terms: Facebook, Lead Generation, Marketing, Practice Management, Uncategorized
How a $7 MM Advisor Got His Leads with a Golf Ball
Generate Awareness with Golf Sponsorship Are you looking for a way to raise your brand’s awareness among affluent prospects? With CreativeOne’s Hole in One program, you’ll have the opportunity to connect with high-net-worth individuals over golf while potentially expanding your referral network at the same time. How does it work? Contact your local country club… Read More
How to Boost Your Practice’s Organic Referrals
If only I could clone my best clients. It’s a thought that’s crossed every financial professional’s mind at some point. Your best clients are the ones who generate revenue and are easy to work with. If you could gain a few dozen more clients like your 10 best, it would transform your business. The good… Read More
Related terms: Branding 101, Customer Relationship Management, Lead Generation, Marketing, Practice Management, Referrals
Get Your Voice Heard on Social Media
There is no better time to stay in front of prospects and clients online then now! Increase your online engagement with CreativeOne’s Social Media Elite program. With Social Media Elite, we take care of everything, so there’s no extra work on your end—but think of what could come of it: more engagement and better… Read More
Related terms: Branding 101, Facebook, Lead Generation, Marketing, Online Marketing, Practice Management, Social Media
Big changes to Facebook plus a new Facebook seminar promo!
Facebook’s changing. Here’s what you should know. Facebook’s changing some of its privacy policies, and changing the way advertisers can target consumers. What does this mean to you? You shouldn’t see much of a change when you do a Facebook seminar through CreativeOne. Our CreativeOne Director of Digital Lead Generation, Perry Boles, is now Facebook… Read More
Get 30 Guaranteed Registrants for Your Next Seminar for $999
Seminar marketing is an excellent opportunity to display your knowledge and thought leadership to a group. They also work well as a way prospect for new clients and generate business. When coupled with a targeted, paid-advertisement strategy, seminars also create an opportunity where you are able to speak to a pre-qualified audience with the desire… Read More
Who really is Jonathan Lee? Hear what he can do to your practice.
Acclaimed speaker and CEO of the Foundation for Financial Education, Jonathan Lee, visited more than 40 sales offices around the country in 2017, and he’s ready to share what he’s learned with you, if you’re ready to listen to his advice. Why not come and hear what he has to say? Lee has experience turning his… Read More
Related terms: Agency Building, Annuities, Lead Generation, Marketing, Practice Management, Referrals, Technology / Software