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(Video) Digital Marketing For Financial Advisors: Digital Marketing Strategy
Digital Marketing For Financial AdvisorsVideo OverviewDigital Marketing vs. Digital Marketing StrategyKnowing the difference could mean extra cash in your pocket. Tucker Advisors Senior Digital Marketer Jordan Collins speaks on the various digital marketing channels...
(Video) How To Train Your Financial Firm’s Staff
Video OverviewNeed Help Training Your Staff? We're Here To HelpWhether you are on your first or your tenth team member, let us help. Tucker Advisors Executive Assistant to CEO Karlan Tucker, Caroline Reed is joined by Karen Eagle of the Business Development team to...
(Video) Your CRM Needs to Work for You: Redtail For Financial Advisors
Redtail For Financial AdvisorsVideo OverviewYour CRM Needs to work for youYour customer relationship management system should be working for you on auto-pilot. Tucker Advisors CMO Justin Woodbury is joined by Dusty Russell of Redtail CRM to explain the functionality...
(Video) Is Your Marketing Foundation Solid?
Video OverviewIs Your Marketing Foundation Solid?Taking a closer look at seminars, referrals & other legacy marketing strategies. Tucker Advisors CMO Justin Woodbury is joined by Director of Advisor Marketing Missy Lechuga to talk about how to market your...
Tucker Super Conference XVI 2021 Guide
Tucker Super Conference Guide 2021If you missed Tucker Advisors’ virtual "Super Conference XVI: Starting Fresh in 2021," we are making free replays available. View the agenda below and click the session's title to be redirected to the session's video and overview. To...
Social Security: Maximizing Your Client’s Retirement
If you want to maximize your Social Security, you need to protect your assets. There many reasons to consider indexed annuities as part of your clients’ portfolios. Research shows that if we can capture a modest portion of the market’s upside movement while still...
Seminar Tips: Calling
Not Calling Seminar AttendeesOne of the single biggest mistakes that you can make when it comes to making sure that your seminars are poorly attended is to not call your seminar attendees the day before they are to attend your seminar. The difference between a...
Seminar Tips: Pitfalls
Don't Judge A Book By Its CoverMany of the people that attend your seminars will be dressed comfortably in jeans and a t-shirt, worn-down sneakers, jacket that’s seen better days and a baseball cap that is missing more material than is left to hold it together....