Not Every Holiday Is for Sales: Your 2026 Holiday Playbook
A realistic guide for professionals who want campaigns that work—not campaigns that just fill the calendar. TL;DR: Not every holiday deserves a campaign. Some dates convert,
Tag: Marketing Strategy
Continue Reading »
The ROI Reckoning: Direct Mail in the Age of Rising Costs
New here? This is Post #3 in our series The Great Reversal — How the Digital Age Lost Trust (and What Comes Next).Start with Post #1 — The
Marketing Landscape for 2026: What Actually Matters for Advisors, Tax Pros, and Service Businesses
TL;DR: 2026 won’t reward louder marketing. It will reward clearer marketing. AI will keep reshaping search, attention will keep shrinking, and your clients will keep
Q1 Direct Mail Offers That Convert
The offers that actually work when your year starts with pressure, high targets, and zero room for waste TL;DR: In Q1, nobody is looking for
What We Learned from OEP 2025: How Financial Advisors Can Start Building Next Year’s Strategy Now
tl;dr: The strongest Open Enrollment 2026 campaigns will come from advisors who start planning now; not in September. At Plum, we help financial professionals turn