Marketing to Millennials: Introducing a new prospecting campaign

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Building trust and connection….What do clients want from you? We recently shared that 80% of widows leave their financial advisor within a year of their husband’s death. While these clients may recognize the value of professional advice, they might not feel deeply connected to their current advisor, leading them to seek someone they connect with on a personal level. Emphasizing relationship-building and understanding unique client priorities can help retain and better serve female clients. Creating a more personal and trustworthy connection is key! Take a look at how both women and men ranked the importance of certain advisor characteristics.

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Experience the rise of simplicity…

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41% of Americans don’t own any type of life insurance — individual or group. Offering protection-focused products that fit your clients’ coverage gaps can be a simple solution for their needs that also helps grow your business. Use our guide to discover how easy it can be to offer life insurance, anticipate the needs of your clients, and sustain your business strategy.