Marketing

  • America’s Giving Genie
    America’s Giving Genie

    Ninety One percent of America's millionaires engage in charity annually

    UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "Doing well at doing good," revealing the giving habits of wealthy investors. In spite of the recent economic uncertainty, America's "giving gene" remains intact, and donations of money have actually increased.
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  • Small Business Owners and Their Financial Advisors Embrace BOLD Planning
    Small Business Owners and Their Financial Advisors Embrace BOLD Planning

    Business Owner Life-stage Design guides advisors through small business owner financial planning step by step

    I think a lot of advisors don’t want to get into the small business market because it’s so complicated,” said Channing Schmidt, JD, CFP™ from Securian Financial Group. He helps financial advisors provide the planning tools small business owners need.
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  • 4 Principles for Staying Cool  Under Pressure – and Succeeding
    4 Principles for Staying Cool Under Pressure – and Succeeding

    Athlete/Surgeon Shares Tips for Becoming a ‘Super Performer’

    We all ask ourselves the same desperate question from time to time: How am I going to make this work?!
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  • Advising the Family Business
    Advising the Family Business

    Strategies for success, avoiding common pitfalls

    Non-family businesses can learn a lot from family businesses, says Henry Hutcheson, a certified Family Business Advisor and founder of Family Business USA consultancy.
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  • Life Happens Celebrates 20 Years
    Life Happens Celebrates 20 Years

     Nonprofit promotes the importance of personal financial responsibility

    Two decades ago, seven insurance producer organizations recognized that more needed to be done to educate the public about the importance of insurance planning and the value of working with a professional insurance agent.
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  • Educating Clients
    Educating Clients

    Americans three times more likely to get help changing their oil than figuring out 401(k) investments

    A recent survey from Charles Schwab revealed that 87 percent of American workers would hire someone to change their car's oil yet only 24 percent would get help to figure out their 401(k) investments.
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  • Cracking the Code to Innovation
    Cracking the Code to Innovation

    7 Steps That Guarantee Success

    Everyone says they want innovation in their organization, but when an ambitious employee offers it to a CEO, for example, the idea is often shot down, says Neal Thornberry, Ph.D., faculty director for innovation initiatives at the Naval Postgraduate School in California.
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  • The 3 Major Sins of Sales Management
    The 3 Major Sins of Sales Management

    CEOs Must be Aware of How They’re Using Key People

    It’s a simple fact of business: Without sales, no one else downstream can do their jobs, says veteran sales manager and business speaker Jack Daly. Because of how vital sales are to a company, CEOs frequently tend to misuse their best people, he says.
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  • Hedging Their Bets: Small Business Owners Feel Successful…
    Hedging Their Bets: Small Business Owners Feel Successful…

    ...but Remain Risk Averse And Hold On Hiring

    More small business owners are feeling successful and fewer are concerned about macroeconomic factors, according to The Hartford’s 2014 Small Business Success Study. Yet surprisingly, the majority of them continue to be risk averse and have put a hold on hiring.
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  • Social Media Acumen Key in Marketing to Millennials
    Social Media Acumen Key in Marketing to Millennials

    4 Emerging Concepts & Trends

    When Beyoncé released her self-titled album late last year, she didn’t go through any of the traditional promotional means, which she called boring. Instead, she simply posted a video featuring the new album cover and pictures of her with the caption “Surprise!” on Instagram.
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  • Guardian Video Series Helps Employees Navigate Benefit Options
    Guardian Video Series Helps Employees Navigate Benefit Options

    During Open Enrollment Season, confusion increases risk of over/under-insuring

    As open enrollment season gets underway, employees begin the process of selecting their workplace benefits for 2015. Many are at risk of over or under insuring due to confusion and a lack of understanding of their coverage options.
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  • How MassMutual Creates Reality Based Marketing
    How MassMutual Creates Reality Based Marketing

    'Who Matters Most' campaign highlights 'reaching people through people'

    A.M. Best, publisher of Best’s Review magazine, has posted a new podcast interview with Chief Marketing Officer John Chandler of Massachusetts Mutual Life Insurance Company (MassMutual).
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