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3 min read

Turning Testimonials Into an Endless Source of Digital Referrals

By White Glove on 5/12/23 11:00 AM

When shopping online or making a large purchase, think about how you go about deciding which product to choose. Sure — price, brand, and product features all play into it, but when choosing between two similar products, it likely comes down to the reviews. 

When searching for professional services, the process isn’t all that different, and with the new SEC Marketing Rule in effect, online reviews will now play an influential role in the decision-making process among consumers preparing to hire a financial advisor.

Topics: Lead Generation Marketing Sales & Marketing Business Performance Center NAIFA Partner
3 min read

Nurturing Leads with Artificial Intelligence: A Game-Changer for Financial Advisors

By White Glove on 4/21/23 10:47 AM

As a financial advisor, generating leads is a crucial aspect of growing your business. However, nurturing those leads and converting them into loyal clients requires time, effort, and personalized attention. This is where artificial intelligence (AI) can be a game-changer for financial advisors. 

Topics: Lead Generation Marketing Technology Tools Sales & Marketing Technology Business Performance Center NAIFA Partner
3 min read

Lead to Mislead: The Costly Mistake of Financial Advisors Buying Leads

By White Glove on 3/23/23 10:35 AM

When something seems too good to be true, chances are it probably is. Financial advisors play a critical role in helping individuals and businesses manage their finances and investments. As a financial advisor, you are continuously looking for new ways to attract clients and grow your business. 

One method that some financial advisors use is purchasing leads. However, we like to say that purchasing leads is essentially like playing the lottery. Purchasing leads can be a risky and ineffective lead-generation strategy. In this blog, we’ll explore why financial advisors should think twice before buying a list of leads. 

Topics: Lead Generation Marketing Sales & Marketing Business Performance Center NAIFA Partner

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