When we say planning properly for the holiday season, we are talking about your social media marketing plan. As a financial professional, this year has proven to be topsy-turvy and uncertain. However, one certain thing is that the holiday season has arrived! Now is the time to start planning your social media content for this season to ensure you reach peak engagement on your social platforms. Keep reading to learn some tips!

As the coronavirus has impacted almost every part of the financial industry in terms of one-on-one meetings, seminars, and client relationships, it has gotten harder to make an impact on your industry and your peers. Before, we were able to host live dinner seminars, sitting right next to one another, learn from a presentation, and network with each other. But now…

While some parts of the country have shifted back into the office, many Americans are still working from home. As employees have gotten more comfortable with the shift of their work environment, there is also a belief that working from home fosters a low productivity rate due to a plethora of distractions. For some, this is true; however, there are several practices you can begin to implement to make the most out of your home office.

Something a lot of financial professionals struggle with is properly engaging with their connections and followers on social media. Mainly, LinkedIn and Facebook. Below we will go over the best practices for engaging with prospects, clients, and fellow financial professionals.

With technology use increasing every year, it’s important that every business keep up with the present-day trends to stay relevant. To do this, you need to know how best to utilize the new technology to advance your business. While it’s likely that you already have the basics of technology down, such as having an email address and website specifically for your business, you might be missing out on some key innovative technologies that can make your life as a financial professional easier, while helping you maximize your time and revenue:

Holding a seminar is a popular way to teach potential customers about a product or service that you and your company offer. Gathering a group of people to tell them all at the same time about what you do is a great way to get new clients. Let alone the pandemic that has kept you at a distance from your clients and prospects, holding a traditional seminar can be very time consuming, costly, and it doesn’t always reap the benefits that you had hoped it would, making you feel like it was a waste of your efforts. Turning your seminar into a webinar is a much simpler and cost-effective way to raise the same, if not more, opportunities for your business while cutting out some of the hassles.

Right now, we are all still experiencing a lot of change when it comes down to our workplace and general daily duties. While working from home has become the new normal, we know that it has been harder to communicate with your clients due to everything becoming virtual. In-person meetings, seminars, and dinners with clients have all been halted as a result of COVID-19. Not only have client relationships changed, but the relationships with your employees has likely changed as well. To better manage your remote employees, check out these tips!

With the spread of coronavirus (COVID-19) growing rapidly, you may be pushing your marketing efforts to the side. While the most important thing you should do is put forth your best effort to keep yourself and family healthy, your business needs attention, too. One of the best things you can do for your business during this unprecedented time is to put it out there for people to see. Online marketing social media is the way to go*.

You may have heard the phrase “SMART goals” here and there, but do you know what it means to have a SMART goal? In this blog, you are going to learn about what this goal designs and how to set consistently. SMART goals are ideal for business success, as SMART is actually an acronym for Specific, Measurable, Achievable, Relevant, and Time-bound. These goals are important because they include criteria to set you up for success.

As a leader of any business or company, it is imperative that you nurture your relationship with your clients. Business success comes from client relationships, and client relationships are developed when they are prioritized. While gaining clients is great, retention is just as important! To gain and retain your clients, follow these five easy steps!

Whether you are looking to get started on social media, switch up your strategy, or determine what other platforms you want to add, knowing what each social media platform is best used for is key to determining which are best for your business. Because this is the age of social media, there is a platform that meets your business’ goals. Want to find out which platforms your business should be on? Keep reading!

2020 is here, and it is the start of a new decade! While the new year may inspire some to make a goal to hit the gym or take on a new diet, setting goals and achieving them are two different tasks. You may have already set your goals before the new year starting, but now it is time to start carrying them out to fulfill them!

As a financial professional, time management is important. Between client meetings, calls and running a business while trying to balance your personal life, it’s easy to understand how one can get burned out from constantly working. In fact, studies have shown that 70% of us work beyond closing time and continue hustling throughout the weekend.

In recent years, more and more businesses are ditching the traditional forms of marketing and embracing a more digital presence. However, traditional marketing – such as print ads, billboards, TV commercials - basically any form of marketing that doesn’t use the internet - still has its perks. Each type of marketing can be effective in its own way; businesses just need to know how each can benefit their company. There are times when digital marketing is the better option and times when traditional marketing proves the better route.

Ready to take your workday to the next level? There is no better feeling than walking away from your desk knowing that you have accomplished everything on your to-do list. No matter what you’re currently working on, it always helps to find new ways to be efficient and effective. If you want to increase your productivity, here are some great tips to follow!

In this digital world, having a website has become a necessity for your business, whether big or small. Websites help you establish credibility and create opportunities to market and grow your business. The more professional your website is, the more advantages you gain. Yet, there are a few key errors that many financial professionals make when creating their website.

Are you making any of these website mistakes?

Do you plan on hosting a seminar soon? It doesn’t matter if this is your first seminar or your hundredth, you’ll want to utilize every opportunity available to make an impression on your attendees. Follow these five steps to make sure your seminar is a success!

Did you hear the big news? As of today, October 10th, 2019, the TruChoice founding firms have started to come together to become TruChoice Financial Group. We are so excited to celebrate with our producers and staff all across the nation! We can’t wait to see what this next year has in store for us.

Looking for new ways to increase your business? We can’t emphasize enough how important a strong marketing campaign is in the financial services industry. Yet, brainstorming new ways to acquire leads takes time, not including the effort it takes to begin implementing your plan.

If you are having trouble coming up with unique ways to grow your business, give one of our ideas a try! We’re here to help you position your practice for higher levels of success.

The financial landscape isn’t the only thing that’s changing. So is the way we approach how we market ourselves online! Now that we’ve discussed the importance of SEO, or “Search Engine Optimization”, it’s time to get into how your social media presence has the power to improve your ranking amongst competitors in the results section of popular search engines, such as Google.

One of the most popular social media platforms in the financial services industry is LinkedIn. Besides being a powerful tool to connect with new people, maintain relationships, and share information, LinkedIn is a great way to increase your business’ SEO.

Are you looking for new ways to connect with prospects and strengthen relationships with clients? Whether your goal is to convert leads to clients or you simply want to enhance your business, there is always room for improvement when it comes to relating to your clients.

Here are just a few tips for you to put into practice to make you more relatable and personable as a financial professional!

At TruChoice, we understand how important digital marketing can be for your business, especially today. One important way to increase your business online is to drive traffic back to your website. After all, if one of the main motives of your marketing strategy is to generate leads, your website is a great place to start.

But how do you get people to your website? And what is SEO? We’re asked these questions frequently because of how important it is to rank above your competitors on search engines, such as Google.

You may have seen notable figures in the financial industry use press to grow their influence – but how do they do it? As it turns out, people are very influenced by what they read, see and hear in the media. While it may not directly acquire leads for you, you may notice an increase in your business and begin to be viewed as an industry specialist in the eyes of prospects as you gain more exposure.

If you make a media pitch correctly and understand how reporters operate, you’ll have a much better chance of being consistently quoted in the media. Whether you’ve been sending rejected pitches for a while or you’ve never known where to start, we’re here to show you how to craft the perfect media pitch! Here are the steps we recommend you follow:

Social technology has changed immensely in the past 10 years, but there’s one trend that has withstood the decade’s test of time – the hashtag. You may remember when the # symbol was still called a “pound sign”, but the more prevalent hashtag has become a powerful tool over time and is something you can utilize to grow your business and following.

You’ve probably discovered on your own that hashtags are everywhere, but you may not know what they mean. A hashtag gives social media sites the ability to sort and group posts by categories or ideas. They exist to instill a sense of community online and allow your posts to be seen by a wider audience than your own following.

You probably get a million emails a day; your clients and prospects do too. So how do you make sure you stand out in your recipients’ inboxes?

Email is a great method of communication because almost everyone has an account and it’s a way to instantly communicate with anyone, anywhere. Yet, electronic communications can be pretty unclear sometimes.

Marketing yourself on LinkedIn is not only a cost-effective way to stay current with unreached prospects, but a recent technique that has proven itself to be highly successful for many professionals in the financial industry. LinkedIn allows you to foster a meaningful relationship with those who fit the criteria of people you want to connect with. But how do you find those people?

You may have noticed that LinkedIn offers a recruiting upgrade tool called Sales Navigator that makes it easier than ever to find your audience online and start a direct relationship with them. If you’re not seeing the results you’d like to from your marketing efforts on LinkedIn, then maybe it’s time to give it a try! (In fact, currently, your first month with Sales Navigator is free!)

The financial landscape isn’t the only thing that’s changing. So is the way we approach how we market ourselves! There’s no denying that videos are a powerful and professional way to promote oneself. Not only does video marketing increase your search engine ranking and keep your viewers on your website longer, but it introduces you as an industry specialist and begins the personal relationship between you and your prospects.

But what are the best ways to market yourself using video to gain actual results? It’s easy to find yourself creating videos without a goal in mind but putting these tips into action will help you increase your leads and grow your practice.

Are you ready to create a bio for your new social media profile but unsure of where to begin? It’s easy to get overwhelmed. After all, you’re an expert on your personal experiences and abilities, but what are your ideal clients looking for in this section? We’re here to make sure you provide the right information in the right amounts to convince prospects that you are the financial professional for them.

You’re probably aware of the success the professional networking website LinkedIn has found. With over 575 million users and 260 million active users, being able to market to your target audience is simpler than ever before. But with most users only spending 17 minutes on the platform per month, it’s increasingly important to make the right moves on your profile to attract and retain prospects.

We’ve gathered the 5 common mishaps most financial professionals make on LinkedIn. To learn more, keep reading!

When marketing oneself to prospective clients, it would be much easier to assume that everyone can benefit from your services. But by directing your marketing efforts to a select group of people who possess the ideals of your dream client, your chances of generating a lead that becomes a conversion increases tremendously. When you focus your time, money and energy into an avenue where potential clients can be impacted by your efforts, your results will speak volumes.

Are you ready to increase your chances by altering your marketing strategy? We’ve gathered four tips to ensure the way you market seems effortless while being undeniably effective.

Why should you leave your future up to chance?

There are many options to consider when choosing an FMO, but our solutions are different.

The financial landscape is changing, and we have decided to change with it.

We understand that as a producer, you want to position your practice for growth. But with industry shifts, it has become increasingly difficult to achieve success. Knowing this, why would you leave your future up to chance?

The financial landscape is changing and so are we.

For over 110 cumulative years, we have offered wholesaled fixed index annuities, life and long-term care insurance with our founding member-firms. While we are no strangers to the industry, we recognize that you most likely have a few questions about our firm. Here are just a few answers to the questions you may have!