The No-Guesswork Guide to Marketing: Insights from 38,607 Marketing Campaigns
What are other advisers experiencing in their marketing?
In 2021, what kinds of approaches, channels, and topics get attention, generate new client opportunities, and deepen relationships?
The analysis of 38,607 marketing campaigns (32.7 million data points overall), reveals patterns on:
- Audience Demographics
- Top Sources of Web Traffic
- High Performing Content Topics
- And More
Join Robert Sofia, CEO of Snappy Kraken, as he walks through the findings from the 35-page 2021 State of Digital Marketing: Financial Adviser Online Marketing Report and Benchmarking Study.
Following the presentation, registrants will receive a PDF copy of the study.
A Debate on Whether RIAs Should Use Annuities in Retirement Plans
One of the most contentious topics among RIAs is whether to recommend annuities. While many will recommend a single-premium immediate annuity (a SPIA) or a deferred-income annuity (a DIA), those products represent only a small fraction of annuity sales. We are here to talk about whether RIAs should use the other 95% of annuity products for their clients in their retirement plans – specifically variable annuities, equity-indexed annuities and other related products.
Our discussion will take the form of an informal debate on the following proposition, “Resolved: Annuities should play a prominent role in most retirement plans.”
The Results of the Veres/T3 Annual Software Survey
Joel Bruckenstein of T3 and I just released the 2021 T3/Inside Information Advisor Software Survey, which includes user ratings and market share statistics (and year-on-year changes to both) for more than 400 different software products and services in 32 different categories.
30 Days to a Successful Niche Strategy
All advisory practices have a niche strategy. But some of them don’t know what their niche is. This webinar will show you how to identify your niche based on the distinct specialization that you already have. Our presenters will walk you through a process of discovery that will let you identify and articulate a niche that is essential for future success. And they will give you a 30-day plan that will deliver explosive growth for your firm.
Join Advisor Group Executive Vice President of Business Coaching & Consulting Kirk Hulett and one of Advisor Group’s esteemed financial professionals for a webinar designed to help you discover your niche.