Legacy Financial Partners

Prepping Your Business and Marketing Plans for 2020 - Insurance Agency Marketing Services

Is your business ready for #2020? Click to read why being proactive in your goal-setting and marketing strategy is a crucial part of success in the .

https://www.iamsinc.com/prepping-your-business-and-marketing-plans-for-2020/

Prepping Your Business and Marketing Plans for 2020 - Insurance Agency Marketing Services What do you want your business to look like next year? Successful producers will finish 2019 by setting goals and developing marketing strategies for 2020.

Marketing Corner - Prepping Your Business and Marketing Plans for 2020 - Legacy Financial Partners

Is your business ready for #2020? Click to read why being proactive in your goal-setting marketing strategy is a crucial part of success in the .

Marketing Corner - Prepping Your Business and Marketing Plans for 2020 - Legacy Financial Partners What do you want your business to look like next year? Successful producers will finish 2019 by setting goals and developing marketing strategies for 2020.

LinkedIn

An advisor’s first face-to-face meeting with a prospect is, like all first impressions, very important. Here are five ways advisors ruin their first appointment.

LinkedIn

What The 2020 COLA Boost Means for Advisors

What The 2020 COLA Boost Means for Advisors

What The 2020 COLA Boost Means for Advisors Big news from the Social Security Administration. On Thursday, Oct.

What The 2020 COLA Boost Means for Advisors - Legacy Financial Partners

In case you missed it - Here's our brief overview of the increase.

What The 2020 COLA Boost Means for Advisors - Legacy Financial Partners Big news this week from the Social Security Administration. The SSA on Thursday revealed they would enact a 1.6% COLA (Cost-Of-Living Adjustment) increase for 2020. The newest increase is significantly …

Using Social Media During Life Insurance Awareness Month

Take advantage of Life Insurance Awareness Month opportunities by using social media. Legacy Financial Partners gives you the tips you need.

Using Social Media During Life Insurance Awareness Month Awareness campaigns and social media go hand in hand. No matter the topic, these initiatives would struggle to get off the ground without social media driving the conversation.

Why Advisors Need to Start Discussing Cybersecurity

Data security awareness is more important than ever. As a trusted advisor, it’s up to you be someone clients can turn to for answers.

Why Advisors Need to Start Discussing Cybersecurity Educating clients is among the top priorities for an advisor. This typically involves information on the products most suitable for their situation, long-term savings strategies, or how to set up a balanced household budget.

LinkedIn

Just like their clients, financial advisors can have biases that impact their understanding of the planning process. Based on a new survey, we take a look at a few and offer advice on how you can overcome them.

LinkedIn

How FaceApp and Life Insurance Intersect

FaceApp, currently one of the most popular apps, has a surprising connection to the insurance industry.

How FaceApp and Life Insurance Intersect What started as a celebrity-fueled trend is quickly becoming another focal point in the ongoing conversation about privacy in the digital era. Even those living under a rock are struggling to escape the FaceApp craze.

Should You Manage Your Own Website? - Legacy Financial Partners

Despite the many “cheap and easy” site builders out there, many are limited in terms of functionality and customization. Additionally, you might be locked into a long-term service agreement.

This week’s Marketing Corner looks at how the digital needs of agents and advisors can be better served by finding the right partnership.

https://legacy-financial-partners.com/should-you-manage-your-own-website/

Should You Manage Your Own Website? - Legacy Financial Partners Advisors know they need a website, but are faced with a choice between expensive management and development services or going it alone. LFP helps.

From everyone at Legacy Financial Partners, have a safe and happy holiday.

Happy Fourth Everyone!

In observance of the Fourth of July holiday, Legacy Financial Partners will be closed Thursday, July 4th and Friday, July 5th.

If you have any pressing issues, please contact your marketer or the main office (1.877.614.0141) before 1 PM CST Wednesday, July 3rd.

Have a great holiday.

Thanks!

What Advisors Should Know About The SECURE Act of 2019

What might the SECURE Act of 2019 mean for you and your clients? We take a look.

linkedin.com The 116th U.S.

Five Ways Advisors Can Sell More Annuity Products - Legacy Financial Partners

Annuity production is on the rise. How can advisors and agents take advantage of this momentum? We offer five ideas for you to increase your annuity sales.

https://legacy-financial-partners.com/five-ways-advisors-can-sell-more-annuity-products/

legacy-financial-partners.com Annuity production is on the rise. How can advisors and agents take advantage of this momentum? We offer five ideas for you to increase your annuity sales.

Digital vs. Traditional Marketing - Legacy Financial Partners

To help agents and advisors make the most of their marketing efforts, we look at some the key difference between digital and traditional marketing.

https://legacy-financial-partners.com/digital-vs-traditional-marketing/

legacy-financial-partners.com To help agents and advisors make the most of their marketing efforts, we look at some the key difference between digital and traditional marketing.

10 Simple Steps to Generating Online Leads

A good website markets you in both passive and active ways. Here we offer ten simple tips to making your website draw in online leads.

linkedin.com In an ideal world, your agent website is enhanced for both passive and active marketing activities. If there is good, SEO-rich content, your target market will naturally engage with your web collateral.

Legacy Financial Partners

Disability insurance is perhaps one of the most overlooked, yet valuable, products available to consumers. Here we provide insights for advisors to overcome disability insurance objections.

https://legacy-financial-partners.com/overcoming-disability-insurance-objections/

Overcoming Disability Insurance Objections

Disability insurance is perhaps one of the most overlooked, yet valuable, products available to consumers. Here we provide insights for advisors to overcome disability insurance objections.

https://legacy-financial-partners.com/overcoming-disability-insurance-objections/

linkedin.com Disability insurance is perhaps one of the most overlooked, yet valuable, products available to consumers. According to the Council for Disability Awareness, roughly 51 million working adults will have nothing but Social Security to rely upon should an injury or medical condition leave them unable t

Four Ways To Get More Conversions From Your Landing Page - Legacy Financial Partners

While there is no secret recipe for the perfect landing page, implementing the following practices can significantly boost your chances of turning a click into a conversion

https://legacy-financial-partners.com/four-ways-to-get-more-conversions-from-your-landing-page/

legacy-financial-partners.com The intent behind nearly any tactic you might use in a digital marketing campaign is to drive web traffic. For lead-gen and conversion purposes, those email blasts and targeted social …

B2B Life Insurance Marketing Tips - Legacy Financial Partners

Don't overlook the B2B Life Insurance opportunities in your area. Use these tips to connect with small business owners and professionals.

https://legacy-financial-partners.com/b2b-life-insurance-marketing-tips/

legacy-financial-partners.com Don't overlook the B2B Life Insurance opportunities in your area. Use these tips to connect with small business owners and professionals.

The $35 Billion Divorce: Where Advisors Fit In When A Marriage Ends

It’s been said that there are only two ways to end a marriage – death or divorce. The reality of being an advisor is that, eventually, you’ll have to help clients get through one or the other.

linkedin.com Celebrity gossip columnists have been working overtime since early January when Jeff and MacKenzie Bezos announced via Twitter that their marriage was ending. It’s somehow fitting that one of the most publicized divorces in recent memory, involving the world’s wealthiest man, ended with the most...

Geo-Targeting Tips for Advisors

Businesses that have made geo-targeting a part of their digital marketing strategy are making better use of their ad budgets and enjoying a higher return on that investment. In short, geo-targeting is not the next big thing. It is the big thing. Are you geo-targeting? If not, this week's Marketing Corner explains why you should be.

linkedin.com Geo-targeting has become one of the most powerful digital marketing tools businesses have at their disposal. This game-changing tactic uses data from a consumer’s mobile device to deliver highly-targeted and relevant content.

Leveraging CD Replacement Month

How did CD Replacement Month become a thing? And what opportunities does it present for agents and advisors? Read on and learn.

linkedin.com April and October are traditionally known as CD replacement months, a designation that traces back to the October 19, 1987 “Black Monday” stock market crash. Investors, scrambling to protect their assets from the collapsing market, found safe harbor in Certificates of Deposit.

Rise of the Robo-Advisor - Legacy Financial Partners

Over the last few years, an increasing number of jobs – ranging from cashier to data analysis – are being taken over by automation and AI-driven machines. Well, advisors, the robots are gunning for your jobs too.

Should you be concerned? This Marketing Corner answers that question.

https://legacy-financial-partners.com/rise-of-the-robo-advisor/

legacy-financial-partners.com The rise of the robo-advisor begs the question many of you might not want to ask – Will robo-advisors put me out of work?

The Great Facebook Crash of 2019

For roughly 14 hours on March 13, 2009, millions of Facebookers were left stranded, unable to use the platform. What lessons should advisors and other businesses take from this?

linkedin.com If you’re reading this, it’s safe to assume you survived the Great Facebook Crash of 2019. And thank goodness you did make it through the March 13 outage.

Financial Advisor Creative Services – Marketing Material Design

Creative design often goes overlooked by agents and advisors when building their brand. Learn why it is important and how we can help.

https://legacy-financial-partners.com/creative-design/

legacy-financial-partners.com Legacy provides our agents with a broad array of marketing services suited to meet the needs of our clients. Marketing Design Services play an important role in building up of brand equity. Check out our Offerings.

Legacy Financial Partners - Marketing Corner

Over the last few years, an increasing number of jobs – ranging from cashier to data analysis – are being taken over by automation and AI-driven machines. Well, advisors, the robots are gunning for your jobs too.

Should you be concerned? This week's Marketing Corner answers that question.
https://legacy-financial-partners.com/rise-of-the-robo-advisor/

legacy-financial-partners.com Legacy Financial Partners' ongoing Marketing Corner, a space that offers advisors short sales ideas, yellow-pad concepts, and alerts to aid advisors in lead conversion, marketing, and client relationship building.

Should Advisors Become Redditors? - Legacy Financial Partners

We all know that Facebook, LinkedIn, and even Twitter, can be valuable platforms for advisors. But what about Reddit?

https://legacy-financial-partners.com/should-advisors-become-redditors/

legacy-financial-partners.com Advisors may want to include alternative avenues of engagement. There is one avenue in particular that has been gaining momentum as of late – Reddit

The “Holiday” Retirement Plan: Internet Myth or Golden Opportunity? - Legacy Financial Partners

A Facebook post made in early February by a Texas man has thousands of people rethinking their retirement plans. We take a look at the reality.

https://legacy-financial-partners.com/the-holiday-retirement-plan-internet-myth-or-golden-opportunity/

legacy-financial-partners.com A Facebook post made in early February by a Texas man has thousands of people rethinking their retirement plans. We take a look at the reality.

The “Holiday Inn” Retirement Plan: Internet Myth or Golden Opportunity?

A Facebook post made in early February by a Texas man has thousands of people rethinking their retirement plans. We take a look at the reality.

https://www.linkedin.com/pulse/holiday-inn-retirement-plan-internet-myth-golden-curtis

linkedin.com A Facebook post made in early February by a Texas man has thousands of people rethinking their retirement plans. The post, which went viral in less than a month with more than 121k shares at the time of this writing, offers an interesting strategy to cutting the costs involved with long-term care/as

Asked & Answered: A New Approach to Seminar Marketing

Seminars can be an effective way of marketing for financial advisors, but they can also involve significant expense. We discuss a low-to-no-cost solution that gives you the benefits of a seminar without the cost.

linkedin.com Most financial advisors are probably already aware that seminars are like any other marketing tactic – sometimes they work and sometimes they don’t. However, if your efforts have been more “bust” than “boom” lately, it might be time to consider a different approach.

Emotional Marketing – Why “Insure Your Love” Works

Marketing efforts that tap into real human emotions can be one of the most effective ways to capture consumer attention and leave a lasting impression

linkedin.com Happy Valentine’s Day! Over the last few weeks, most of you have probably come across the latest “Insure Your Love” life insurance awareness ads. This year’s LifeHappens.

Breathing New Life Into Your Marketing Plan

Using a variety of marketing approaches and content delivery platforms is the best way to enhance your overall strategy and keep things flowing.

linkedin.com Drip email campaigns, direct mailers, seminars – these are among the most commonly used marketing strategies agents and advisors use to connect with new prospects. However, if you go to the same well too many times, it will eventually run dry.