Over the course of the past few weeks, Mike & Greg have ranked their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Their final pick is first party data acquisition. Gathering first party [...]
Since the beginning of time, humans have been telling one another, "Our world is changing more quickly than ever"...it always has, and always will. So why have the irrational need to be reminded? Check out John Capuano's quick video below for more.
Workplace happiness can be a tricky thing to achieve, never mind quantify. There are 3 questions managers should be asking their employees regularly to gauge their job satisfaction.
Over the course of the coming weeks, Mike & Greg will continue ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue. Webinars became an important piece of the marketing mix with the [...]
If you’re not doubling down on the success of your own business by investing in infrastructure, marketing and your people…why aren’t you? Click below for more on why investing in yourself is the simplest decision you can make.
We see so many in the financial industry try to compete with "siloed" marketing tech. Without platforms and people working together, it gets expensive...and inefficient. Watch my 1-minute video to learn why it's important to consolidate your tech and shrink your marketing playbook.
A digital transformation for your business takes time. It's a paradigm shift, and it's important to calculate benchmarks along the way. Check out John Capuano's 1-minute video below to learn more!
Success is never a straight line, and it's important not to dwell on the failures and celebrate your successes. Check out John Capuano's latest video to learn why.
We surveyed thousands of high-net-worth investors nearing retirement. Find out what they had to say...
Apple iOS 15 changes have been officially rolled out and have begun to effect all Apple devices using the Mail app. As such, scoring in the email marketing game has changed. Check out John Capuano's 1-minute video below to learn more.
