Marketing

  • New Survey Reveals Consumers’ Financial Attitudes and Habits from A to Z New Survey Reveals Consumers’ Financial Attitudes and Habits from A to Z

    Experian partnered with top personal financial bloggers exploring a variety of topics in national survey leading up to FinCon 2016

    Kicking off the world's largest financial content expo, FinCon 2016, Experian® — together with eight bloggers — announced the findings from a nationwide consumer survey that covers the gamut of personal finance topics. What did we learn? read more
  • New York Life Launches New Campaign Inspiring Consumers To “Be Good At Life” New York Life Launches New Campaign Inspiring Consumers To “Be Good At Life”

    To alleviate a ‘crisis of underinsurance’

    To alleviate a ‘crisis of underinsurance’ New York, NY — Sept 22, 2016 — New York Life announced today the launch of “Be Good at Life,” a new integrated brand marketing campaign to inspire people to take control of their finances, achieving the financial liberation that enables better lives. The campaign seeks to alleviate America’s ... read more
  • A Retrospective on Rejection A Retrospective on Rejection

    A Game Plan for Closing the Deal

    by Joe Curcillo

    You walk out the door thanking the potential client for their time, and tell them that you will stop back in later in the year to review their needs. You leave upbeat and happy, but you did not get the deal. read more
  • Millennial Couples are Savvier Than Their Youth Would Suggest Millennial Couples are Savvier Than Their Youth Would Suggest

    Survey shows Millennials Talk Early and Often about Money and are Happier in their Relationships

    Couples who talk about money at least once a week say they are happier (78 percent), than those who discuss money less than every few months (50 percent), according to the second annual TD Bank Love & Money Survey. read more
  • Pop Culture Stereotypes Aging Americans Pop Culture Stereotypes Aging Americans

    Studies Reveal Prevalence of Ageism in Film and the Power of Embracing a Healthy Mindset for Healthy Aging

    New research reveals few characters aged 60 and over are represented in film, and that prominent senior characters face demeaning or ageist references. These negative and stereotypical media portrayals do not reflect how seniors see themselves – or their lifestyles. read more
  • Put Your Money Where Your Mouth Is… And Have Something to Show For It Put Your Money Where Your Mouth Is… And Have Something to Show For It

    Frivolous Spending Transformed Into Savings

    by Leon LaBrecque

    We have a very cool finance lab in our office, complete with a Bloomberg terminal and access to all the inner workings of the finance world. read more
  • A New Guide for Getting Out of Debt A New Guide for Getting Out of Debt

    For most people, knowing where to start is the hardest part

    For many people trying to get out of debt, confusion and uncertainty are common themes – along with the fear of finally confronting the problem. read more
  • The Four Cornerstones of a Great Business The Four Cornerstones of a Great Business

    How do you build a sound practice?

    by Randall Bell, Ph.D.

    Throughout the world, majestic structures stand as legacies to history’s greatest empires and civilizations. The castles of medieval Europe, the aqueducts of the Roman Empire, the temples of Ancient Greece, the Great Wall of China, the pyramids of Ancient Egypt—these structures still awe and inspire wonder centuries after they were constructed. read more
  • Birthdays Most Likely to Spur Retirement Planning Birthdays Most Likely to Spur Retirement Planning

    So, what is the magic age?

    Birthdays are cause for celebration but they can also prompt people to examine their life situation. read more
  • Financial Planning Association Launching Member Advocacy Council Financial Planning Association Launching Member Advocacy Council

    To give members a stronger voice with regulatory and certifying bodies

    Today, the Financial Planning Association® (FPA®) announces the launch of the FPA Member Advocacy Council to further bolster FPA’s role as the voice of financial planning practitioners by providing a mechanism to evaluate and influence––through ongoing analysis and feedback––the activities of regulatory and certifying bodies that impact FPA members and all CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. read more
  • Ten Signator Financial Firms Combine to Form ‘Collective Financial Group’ Ten Signator Financial Firms Combine to Form ‘Collective Financial Group’

    Move allows firms to maintain independence while creating scale

    Signator Investors, Inc., John Hancock's dual registered broker dealer/investment advisor, announced that ten of its independent firms in Colorado, Indiana, Iowa, Minnesota and Nebraska have joined together to form a regional financial services organization called Collective Financial Group (CFG). read more
  • Despite the Tech Revolution, Gen Z and Millennials Crave In-Person Collaboration Despite the Tech Revolution, Gen Z and Millennials Crave In-Person Collaboration

    Preferences for offices and in-person meetings, with "communication" identified as the #1 most desired leadership trait

    Despite popular belief, 41 percent of Gen Z say corporate offices are their workplace preference, according to a global study released today by Future Workplace, an HR executive network and research firm dedicated to the future of learning and working, and Randstad US, one of the largest HR services and staffing companies in the United States. read more
  • Successful and Resilient: European Family Businesses Stake Their Future on Talent and Innovation Successful and Resilient: European Family Businesses Stake Their Future on Talent and Innovation

    Family business leaders rely heavily on two key assets: talent and innovation

    Family businesses prove once again to be successful and resilient. This important market** continues to demonstrate a high level of confidence and sustainable growth: 54 percent of surveyed family businesses report an increase in turnover in the previous year; 83 percent expect further growth in the coming year. read more