TAG Financial Advisor Blog
Will I Have To Become A Fiduciary
WILL I HAVE TO BECOME A FIDUCIARY? By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterIf you’re a financial advisor, you have likely heard about the Department of Labor’s recent fiduciary rules. The larger question for the...
How To Track Your Direct Mail Campaign Digitally
Track Direct mailHow to Track Your Direct Mail Campaign Digitally By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterTable of Contents Click the links below to jump to a page section specific to your needs."What gets measured...
Keys to Preparing for ‘The Great Wealth Transfer’
Great Wealth TransferKeys to Preparing for 'The Great Wealth Transfer' By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterNearly $70 trillion. According to research firm Cerulli Associates, that’s how much wealth aging generations like...
4 Reasons Why You Should Be Using Lead Magnets
Financial Advisor Lead Magnets4 Reasons Why You Should Be Using Lead Magnets By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterTable of Contents Click the links below to jump to a page section specific to your needs.Why do we...
15 Consequences of the New SEC Ad Rule
SEC Ad Rule15 Consequences of the New SEC Ad Rule By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterA few days before Christmas in 2020, The Securities and Exchange Commission (SEC) announced it had finalized revisions to the...
5 Reasons Why Your Website Isn’t Producing Leads
Why is my website not generating leads5 Reasons Why Your Website Isn't Producing Leads By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterWhy Isn't My Website Producing Leads?In the last year, the world was forced to stay home...
Annuities & Taxes
Annuity Taxes5 Takeaways on Annuities & Taxes By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterFirst, let’s get this out of the way: Annuities are not all the same, nor are they for everyone. But if you are planning for your...
(Video) Financial Advisor Video Marketing: Don’t Get Left Behind
Financial Advisor Video MarketingfacebooklinkedintwitterVideo OverviewVideo Marketing: Don't Get Left BehindTune in to see how we can bring powerful video to your brand Tucker Advisors Video Marketing Expert Len Lorentz speaks about financial advisor video marketing...
Digital Marketing for Financial Advisors: SEO vs. PPC
How to Use Digital Marketing for Financial Advisory FirmsHow to Use Digital Marketing for Financial Advisory Firms By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterAre you looking into financial advisor digital marketing but...
7 Questions About the Market with Phil Kosmala
Phil KosmalaPhil Kosmala, co-founder of Taiber Kosmala, looks ahead By Sam DeLeoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterPhil Kosmala, co-founder of Chicago-based Taiber Kosmala & Associates, LLC, has been in the investment consulting...
(Video) Don’t Be a Stumped Chump: Overcoming Client Objections
Client ObjectionsfacebooklinkedintwitterVideo Overview Don't Be a Stumped ChumpLearning to Overcome Client Objections with Karlan Tucker & Darren Petty Karlan Tucker is joined by Tucker Financial President Darren Petty to discuss how they overcome client...
(Video) $11-Million Written in 46 Days: Indexed Annuity Seminars
Indexed Annuity SeminarsfacebooklinkedintwitterVideo Overview$11M Written in 46 Days!Top advisor, Karlan Tucker describes in detail exactly how he did it, and how you can use the same process Founder Karlan Tucker is joined by Retire With Tucker President Darren Petty...
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