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Insurance Leads, Investment Leads and Lead Generation

Published on February 19, 2012 in annuitiesleads by Bob Richards

This blog contains the greatest amount of information you will find in one location about generating leads for financial advisors and life insurance agents, insurance leads and investment leads.  No matter what financial product or service you offer, the methods that work to generate leads is the same. Whether you are a new or veteran Read more...

Financial Advisor Marketing - Advanced Tactics

Published on November 2, 2017 in marketing by Bob Richards

successful financial advisor
How to Be an Expert at Financial Advisor Marketing and Continuously Attract and Obtain Better Clients Diversification May Be a Wise Investment Practice, But It's Lousy for Your Financial Advisor Marketing From the time you entered into the financial services, you've been told that diversification is good.  And you can see the evidence with the explosion Read more...

Branding Yourself: A Waste of Money for Small Business and Solopreneurs

Published on March 8, 2017 in direct mail by Bob Richards

Branding: Leave it for Big Businesses You read a lot of articles about the importance of branding yourself to gain clients.  These articles are written and inspired by people who want to sell you branding services such as brochures, social media services, and public relations.  The problem with personal branding is that you can spend Read more...

This One SIMPLE Idea Will Explode Your Business

Published on August 15, 2016 in Uncategorized by Bob Richards

marketing vs sales
I want to share a simple concept that will explode your business. Many advisors and agents will read this post but a very small percentage will implement the suggestion. They just won’t be able to get their head around this concept, as simple as it is. Here’s the concept: Sell what people want. You probably Read more...

Overlooked Sources of Annuity Sales Leads

Published on November 21, 2014 in annuity marketing by Bob Richards

There is no doubt that life annuities are one of the best ways to secure a steady income for anyone of retirement age. The number of companies and agents offering life annuities is continually increasing with time as the US population ages and demand increases. With this increased competition, the chance that a prospect will Read more...

Breakthrough in Converting Annuity Leads

Published on November 16, 2014 in annuity leads by Bob Richards

In marketing, there is always a big discussion about which is more effective: direct marketing or branding. Let's make sure we understand the difference between the two and use that in converting annuity leads. Branding vs Direct Marketing for Obtaining and Converting Annuity Leads Any type of lead generation is direct marketing. You either have Read more...

Success or Failure: How to Properly Generate Annuity Leads

Published on November 10, 2014 in annuity leads by Bob Richards

Every annuity agent should know about the most common misconceptions surrounding annuity leads. If you can not tackle and dismantle these, generating leads becomes difficult. One of the most common misconceptions about annuities is that they are too expensive. Others believe annuities are too difficult and too confusing to understand. And some even believe that annuities are only sold to Read more...

Best Annuity Leads are NOT People looking for Annuities

Published on July 7, 2014 in annuity marketing by Bob Richards

It's unfortunate that too many annuity agents and advisors do not distinguish sales from marketing.  As a consequence, they do not generate or cultivate the best annuity leads. Marketing is about communicating that you can solve your prospects' problems.  That communication never needs to or should mention the product. Rather, marketing should communicate payoffs: have Read more...