3 College Savings Month Talking Points Advisors Can Turn Into Leads
TL;DR September is College Savings Month, a marketing-ready hook for advisors. Families are already stressed about tuition, which means they’re primed to listen. By mailing
Tag: client engagement
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3 Marketing Plays Advisors Can Run for Life Insurance Awareness Month
TL;DR September is Life Insurance Awareness Month. For advisors, that’s more than an industry memo; it’s a built-in reason to reach out. You don’t need
National 401(k) Day: A Marketing Opportunity Financial Advisors Can’t Miss
TL;DR Most clients don’t care about financial “holidays.” But they do care if they’re saving enough for retirement, or if they’re missing out on free
National Payroll Week: Turning Paycheck Education into a Marketing Opportunity
TL;DR National Payroll Week (September, during Labor Day week) is more than recognition for payroll pros, it’s an opportunity for financial advisors, tax professionals, and
Plum Weekly Q&A: Back-to-School for Realtors
TL;DR Back-to-school season is chaotic for families, and most agents go silent. That’s a mistake. This is the moment to acknowledge real stresses, reconnect with