TAG Financial Advisor Blog
(Video) Financial Advisor Video Marketing: Don’t Get Left Behind
facebooklinkedintwitterVideo 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 best practices. Tune in to realize...
(Video) Cryptocurrency: What You Need to Know
facebooklinkedintwitterVideo PreviewCRYPTOCURRENCY: WHAT YOU NEEd TO KnoWEveryone is talking about cryptocurrency, but what are the critical facts for investors? Tucker Investment Analyst Amy Brandenburg looks at cryptocurrency in three of its different aspects: as a...
(Video) Leave Them Wanting More: Prospect Emails With Hooks
facebooklinkedintwitterVideo OverviewEvery Prospect will look you upWith 3.5 billion searches on Google per day, it’s a must that you have a solid online presence in 2021. Tucker Advisors Chief Marketing Officer Justin Woodbury is joined by Creative Director Alli...
(Video) From Brand Awareness To Lead Generation
facebooklinkedintwitterVideo OverviewFrom Brand Awareness to Lead GenerationFinancial Advisor Marketing that impacts your bottom line Tucker Advisors Senior Content Writer Sam Deleo is joined by Senior Digital Marketer Jordan Collins to explain the process of taking...
(Video) Every Prospect Will Look You Up
facebooklinkedintwitterVideo OverviewEvery Prospect will look you upWith 3.5 billion searches on Google per day, it’s a must that you have a solid online presence in 2021. Tucker Advisors Chief Marketing Officer Justin Woodbury is joined by Creative Director Alli...
(Video) Social Media Marketing For Financial Advisors: Live Social Media Posting
facebooklinkedintwitterVideo OverviewSocial Media Marketing For Financial AdvisorsLive Social Media Posting: The Do's and Don'ts of Social Tucker Advisors Senior Digital Marketer Jordan Collins speaks on the various social media strategies to use when putting together...
(Video) Digital Marketing For Financial Advisors: Digital Marketing Strategy
facebooklinkedintwitterVideo OverviewDigital Marketing vs. Digital Marketing StrategyKnowing the difference could mean extra cash in your pocket. Tucker Advisors Senior Digital Marketer Jordan Collins speaks on the various digital marketing channels and strategies to...
(Video) How To Train Your Financial Firm’s Staff
facebooklinkedintwitterVideo OverviewNeed Help Training Your Staff? We're Here To HelpWhether you are on your first or your tenth team member, let us help. Tucker Advisors Executive Assistant to CEO Karlan Tucker, Caroline Reed is joined by Karen Eagle of the...
(Video) Your CRM Needs to Work for You: Redtail For Financial Advisors
facebooklinkedintwitterVideo OverviewYour CRM Needs to work for youYour customer relationship management system should be working for you on auto-pilot. Tucker Advisors CMO Justin Woodbury is joined by Dusty Russell of Redtail CRM to explain the functionality and...
(Video) Is Your Marketing Foundation Solid?
facebooklinkedintwitterVideo OverviewIs Your Marketing Foundation Solid?Taking a closer look at seminars, referrals & other legacy marketing strategies. Tucker Advisors CMO Justin Woodbury is joined by Director of Advisor Marketing Missy Lechuga to talk about...
Tucker Super Conference XVI 2021 Guide
facebooklinkedintwitterIf you missed Tucker Advisors’ virtual "Super Conference XVI: Starting Fresh in 2021," we are making free replays available. View the agenda below and click the session's title to be redirected to the session's video and overview. To receive...
Social Security: Maximizing Your Client’s Retirement
If you want to maximize your Social Security, you need to protect your assets. There many reasons to consider indexed annuities as part of your clients’ portfolios. Research shows that if we can capture a modest portion of the market’s upside movement while still...
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