How to Get Qualified Leads from Facebook
How to Get Qualified Leads from Facebook By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Setting Up Your Facebook Business Page...
Are Insurance Companies Safe?
Are Insurance Companies Safe? By Sam DeleoTucker Advisors Senior Content Specialist/EditorThey have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began unraveling in 2008,...
5 Financial Advisor Branding Tips You Can Implement Today
5 Financial Advisor Branding Tips You Can Implement Today By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Create a professional...
Indexed Annuities: The New Retirement Pensions?
Indexed Annuities: The New Retirement Pensions? By Sam DeleoTucker Advisors Senior Content Specialist/EditorDefined-benefit plans. Those of us who are older might remember them better as “pensions,” but in 2021 they seem about as common as a rotary phone....
Client Appreciation Events
Client Appreciation Events: A Guide For Every Financial Advisor By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Why throw a...
Will I Have To Become A Fiduciary
WILL I HAVE TO BECOME A FIDUCIARY? By Sam DeleoTucker Advisors Senior Content Specialist/EditorIf you’re a financial advisor, you have likely heard about the Department of Labor’s recent fiduciary rules. The larger question for the industry as a whole remains,...
How To Track Your Direct Mail Campaign Digitally
How to Track Your Direct Mail Campaign Digitally By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a page section specific to your needs."What gets measured gets improved" How to track direct...
Keys to Preparing for ‘The Great Wealth Transfer’
Keys to Preparing for 'The Great Wealth Transfer' By Sam DeleoTucker Advisors Senior Content Specialist/EditorNearly $70 trillion. According to research firm Cerulli Associates, that’s how much wealth aging generations like baby boomers will transfer to their...
4 Reasons Why You Should Be Using Lead Magnets
4 Reasons Why You Should Be Using Lead Magnets By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistTable of Contents Click the links below to jump to a page section specific to your needs.Why do we visit the sites we do? What is a lead magnet?...
15 Consequences of the New SEC Ad Rule
15 Consequences of the New SEC Ad Rule By Sam DeleoTucker Advisors Senior Content Specialist/EditorA few days before Christmas in 2020, The Securities and Exchange Commission (SEC) announced it had finalized revisions to the Investment Advisers Act. In a press...
5 Reasons Why Your Website Isn’t Producing Leads
5 Reasons Why Your Website Isn't Producing Leads By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistWhy Isn't My Website Producing Leads?In the last year, the world was forced to stay home and interact using new technology. As of January 2021...
Annuities & Taxes
5 Takeaways on Annuities & Taxes By Sam DeleoTucker Advisors Senior Content Specialist/EditorFirst, 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 retirement, annuities can very...