Marketing Services For Growing Financial Practices

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Our Family of Member Companies

Our Family of Member Companies

Premier Investment Manager

Delivers tailored investment solutions and exclusive opportunities to help financial advisors optimize portfolios and meet the unique needs of high net worth clients.

Premier Investment Manager: Whether you’re an individual client or financial advisor, we offer internally managed strategies and access to external expertise to optimize your investment portfolio.

RIA Services

We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

RIA Services: We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

Marketing & Design

From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Marketing & Design: From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Life, Annuities & Back Office

We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

Life, Annuities & Back Office: We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

IAR Solutions

Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

IAR Solutions: Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

Exclusive Programs:

Elevate Your Advantage

Exclusive Programs: Elevate Your Advantage

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Cutting-Edge Advisor Solutions

Cutting-Edge Advisor Solutions

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.

How Social Networks Can Help You Build!

Mar 18, 2023 | Brand Development & Marketing

Why should you join social networks to help make your business connections stronger? Sometimes, it can seem like social networking is a way to spend a lot of time and not really a networking venue at all. Here’s how to translate your social networking into real-life connections that help your insurance business grow.

Engage With People Around Keywords

As you look online for people to add to your network, don’t just look at the business they are in; look at the conversations that they are having online. For example, you can look at someone’s Twitter feed and discover that person is having discussions about the same emerging auto insurance issues that you are having right now. That person would be an appropriate one to add to your social media connections since you’ll have something to discuss that’s relevant to you right now.

Be intentional about the words and hashtags that you use on social media as well. Develop your own keywords that are specific to what your business does or what you’re looking for in a social media connection, and you will find others in your field and beyond who can support what you do.

You can also find people based on the keywords in their bio. For instance, if you’re looking to build more connections in the digital marketing field, you could search for those who have keywords specific to business marketing or insurance marketing.

Connect One-on-One

As you build your social network one person at a time, choose to truly build those connections instead of simply adding names to your list of contacts. Those names don’t mean much until they turn into real-life connections. Start with a simple message to your new contact. Instead of using a stock message such as the ones provided by LinkedIn or Facebook, Rebekah Radice, a top online and social media marketer suggests that you can start by “being a valuable resource, offering assistance, or simply sharing a commonality.” This creates that true interpersonal connection with your new contact and turns that person into a potential collaborator.

Create Valuable Opportunities

Social networks give you the opportunity to create real-life value for others in that network. For instance, you could provide resources online, or you could do something such as host a real-life dinner to which you invite many of your local social networking leads. Forbes mentions the benefit of creating value for others: “When you create opportunities that provide value, you can expand the network of your followers and position yourself as an authority.” You can create opportunities such as lunch and dinner meetings, group gatherings, or online events such as webinars.