Marketing
How to Help Clients Plan for Long-Term Care
Seven out of 10 Americans will need long-term care at some point in their lives, and two out of 10 will require it for longer than five years. However, only one-third of Americans are confident in their Long-Term Care (LTC) plans. Long-term care expenses can throw a major wrench into the best-laid retirement plans, with…
Read MoreYour Annuity Marketing Roadmap for 2025
As 2024 winds to a close, now is a good time to start planning your firm’s annuity and life insurance marketing strategies for 2025. Here is a roadmap to better marketing in the new year and beyond: Plan a regular rhythm of marketing seminars and workshops. In-person workshops are the lifeblood of a successful practice’s…
Read MoreRetirement Income Planning: Help Your Clients Navigate the 5 Biggest Retirement Roadblocks
If you provide retirement planning services, creating a financially secure retirement is likely the main goal you’re trying to help your clients achieve. As you work with clients on their retirement income planning, you should be aware of some common obstacles that prevent many people from reaching this goal. Here are 5 retirement roadblocks to…
Read MoreHow to Use Video to Market Your Financial Practice
Financial advisors today have lots of marketing options to choose from. These range from social media and content marketing to blogging, e-newsletters and digital advertising. One successful but often overlooked strategy for financial advisor marketing is video marketing. Video is highly effective across many different industries today. For example, users are two times more likely…
Read MoreAvoid These Common Financial Advisor Marketing Mistakes
There’s no question that effective marketing is critical to financial advisor success. In fact, the average advisor spent $17,400 on marketing in 2022, according to a survey conducted by Broadridge, and 30% of advisors said they plan to increase their marketing budgets in the future. Unfortunately, these marketing dollars aren’t always spent effectively. Here are…
Read MoreThe Retirement Hierarchy of Needs, Part 2
This blog post is the second of a series on what we at Tarkenton Financial call the “Retirement Hierarchy of Needs.” The Retirement Hierarchy of Needs is a philosophy of how to build a comprehensive financial plan for a client. The idea is to make sure to cover all of the needs, wants, and risks…
Read MoreThe Power of Planning – Introducing the Tarkenton Financial Marketing Calendar Builder
“If you fail to plan you are planning to fail.” -Benjamin Franklin Let’s talk about planning. Business planning specifically. No matter how you define the success of your practice (i.e. revenue, client satisfaction, assets under management, etc.), one truth remains, you can only determine if you are winning or losing in a given year…
Read MoreHow Much is that Annuity in the Window?
I’m sure you have seen all the promotional emails lately about products from a variety of our annuity carriers. A special limited time offer for a 30% premium bonus with Allianz; a 54% participation rate on the straight S&P 500 with American Equity; and other top carriers with annual point-to-point caps over 5%. All of…
Read MoreCost Effective Marketing Ideas
As many of you know, I love to think outside of the box. I wanted to share an idea that has worked for a few agents that I know. The reason I love it is that it is cost effective and yet very beneficial to building a profitable practice for many years. There is always…
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