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These days, communicating with clients is easy for mortgage loan officers. You can fire off an email, send a text message or leave a quick comment on any number of social media platforms, all from the comfort of your mobile phone. But did you know that your phone can...
There’s a certain sense of satisfaction that comes with crafting a great email. Unfortunately, even the most powerful email marketing campaign will be meaningless if no one reads it. If your email open rates are down, there’s probably a reason. Spam filters are the...
According to Pew Research Center, 69 percent of adults are now using social networking sites, Facebook, Instagram and/or Twitter. As that number continues to increase, so do consumer expectations — leading to countless updates with new features designed to enhance the...
Welcome to the information age where new technologies are being introduced on a regular basis. For financial advisors the most obvious sign of this is the robo-advisor. Companies like Betterment and Wealthfront are investing millions of dollars to market their...
If you're like 64.4 percent of independent insurance agents, your agency probably has social media pages. But does it have a policy to guide how employees communicate online? You may not think your insurance agency is big enough to need a written social media policy,...
Email newsletters are a great way to strengthen connections within your existing customer base. Reaching out on a regular basis will not only increase your chances of staying top of mind, but also allow you to establish credibility as an industry thought leader. Not...
Most financial advisors do not have the revenue or staff to manage all of the systems, compliance and technology it takes to be successful. Dynamic Wealth Advisors (DWA) knows this all too well and has decided to do something about it. DWA helps advisors handle...
Referrals or leads — which is more powerful for real estate agents? In case you missed our , we recently surveyed over 300 agents to find out which marketing strategies work best. The result? 89.3% of agents have had success with referrals -- making referral marketing...
Are you a business professional looking to improve productivity, up your marketing game and leave a lasting impression on your clients? Do you enjoy learning from the first-hand experiences of proven industry experts and marketing gurus? If so, you’ve come to the...
The Department of Labor (DOL) implemented a new Fiduciary Rule that’s making waves within the financial community. On June 9th, 2017 the DOL expanded the “investment advice fiduciary” definition under the Employee Retirement Income Security Act of 1974 (ERISA). The...
Ahead of Father's Day, we caught up with some of the amazing dads at OutboundEngine. What drives them? What challenges them? And what makes it all worthwhile? We asked, and they shared. Meet these family-focused men who hold it down around the office and at home too....
The best way to get the inside scoop on real estate marketing is to go straight to the source: ask the most successful agents you know. We wanted to hear what top real estate experts had to say about a highly debated topic, marketing for agents. We asked nine real...