Turning Your Clients Into Your Best Marketing Source
By Practice Management Group on Aug 21, 2025
Why Referrals Still Win If you want predictable, sustainable growth, there’s no better source than referrals. They’re cost-effective, high-quality, and built on trust. Yet many advisors miss the opportunity because they don’t have a system in place.
Why You Need More Than One Marketing Iron in the Fire
By Practice Management Group on Aug 19, 2025
Across the industry, annuity sales are down. Workshops, radio, TV — attendance and engagement are down, too. Many advisors are feeling the pinch as traditional marketing efforts just aren’t producing like they used to. The reasons vary — market cycles, economic uncertainty, client hes …
Preparing to Serve Retiring Federal Employees: A Strategic Opportunity for Advisors
By Practice Management Group on Aug 15, 2025
The coming months present a significant opportunity for financial advisors: more than 100,000 Federal Employees are expected to retire and become eligible to transition their retirement accounts. For advisors focused on growth and efficiency, this is an ideal time to engage with this …