If you were to open up your briefcase right now how many marketing pieces would you find? If you're like most advisors you'll have a plethora of product guides, carrier brochures and fliers. While we don't advise throwing these materials away, as they are certainly useful, we do want you to think outside the box. There is a world of powerful client marketing materials right at your finger tips, and more specifically right in your pocket.
Use that cell phone that we all have on hand 24/7 and share some of the below videos with your clients. Each of these videos shares a message related to the importance of life insurance to protect families and loved ones. Check out 4 of our favorite videos below from Life Happens.Read More
All too often when financial advisors or insurance professionals hear the word "marketing", their minds wander to dollar signs and expensive outsourcing. While some forms of marketing and advertising can be pricey, there are ways to market inexpensively and even at no cost! Check out these four ways to market your practice on a shoestring below.Read More
No Comments 12 Aug 2016
With the Summer Olympics underway, it seems as if we're hearing more about the reasons athletes are not going to Rio than the accomplishments of those that are there. If you read the news in any capacity, you're no stranger to the Zika virus or the abundance of other issues coming out of Olympic Village. Since we've heard a lot about viruses, environmental concerns, safety concerns and overall instability in Brazil, we thought we'd take this opportunity to look into each of these situations as they pertain to underwriting for life insurance cases. Check out what we've found below.Read More
At this year’s 15th Annual Charity Invitational held at the Rhode Island Country Club, we raised $8,000 for The Outreach Program. These generous donations equated to 32,000 meals, which were packaged and donated to Amos House in Providence, RI. Amos House is a nonprofit social services agency that provides hospitality and direct services to the homeless and poor of Rhode Island.
A group of over 80 volunteers, including our staff, family members, customers, carrier partners and community members spent the afternoon packaging nutritious meals. Amos House lent their new cafeteria for the event and it was quickly transformed into a sea of assembly lines. Each line packaged all of the dry ingredients for the meals, as well as sealed and boxed them. The meals BSMG provided to Amos House consisted of pasta and tomato basil sauce, rice and beans and macaroni and cheese.Read More
Did you know the first summer Olympics were hosted 120 years ago in Greece? That means, for the last 120 years, athletes have been working their hardest to become the best in their sport. With the Olympics kicking off this week, we wanted to look into some ways that you can become a gold medal financial advisor for your clients! Check out the top 5 ways to win the gold and wow your clients below.Read More
Women's financial concerns and goals vary depending on many factors in their life, as do men's. Their career, marital status, age, if they have children, etc... all have an impact on what they want to do with their money and how a financial advisor may impact them.
Many advisors don't seem to be aware of their female clients financial situation as it pertains to their current unique life situation. What one client wants from a financial advisor is often very different from what another may want based on what's going on in their lives. Simply separating clients based on their gender difference is not enough.Read More
No Comments 24 Jun 2016
Brokers' Service Marketing Group was recently named as one of the 2016 Best Places to Work in Rhode Island. The annual list of the Best Places to Work in Rhode Island is compiled each year by Providence Business News.
This statewide survey and awards program is designed to identify, recognize and honor the best places of employment in Rhode Island, benefiting the state's economy, workforce and businesses. The 2016 Best Places to Work in Rhode Island list is made up of 60 companies.Read More
Keeping up with Annuity Awareness Month we wanted to give you some more insight into this great Voya product!
Voya recently debuted a new product that is aimed at helping you, the advisor, assist your clients as they navigate towards and through retirement. This new series of Index Annuities provides a greater premium bonus and more guaranteed roll-up on the income benefit base.
Check out the videos below to learn more!Read More
On Monday, June 13th we hosted our 15th annual charity invitational. Each year we host our Charity Invitational to support two local Rhode Island charities, Amos House and Day One. Amos House is a nonprofit social services agency that provides hospitality and direct services to the homeless and poor of Rhode Island. Day One is an agency whose mission is to reduce the prevalence of sexual abuse and violence as well as to support and advocate for those affected by it. Day One is the only organization of this kind and actively participates in national reform.Read More
June 2016 marks the third annual Annuity Awareness Month. In celebration we are highlighting for you our top 5 annuity blogs. These blogs were chosen because they have been our most viewed and shared posts related to annuities. Take a look at Brokers' Service Marketing Group's Top 5 Annuity Blogs.