TAG Financial Advisor Blog
How to Get Qualified Leads from Facebook
How to Get Qualified Leads from Facebook By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterTable of Contents Click the links below to jump to a client appreciation event page section specific to your needs.Setting Up Your...
Are Insurance Companies Safe?
Are Insurance Companies Safe? By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterThey have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began...
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 SpecialistfacebooklinkedintwitterTable of Contents Click the links below to jump to a client appreciation event page section specific to your...
Indexed Annuities: The New Retirement Pensions?
Indexed Annuities: The New Retirement Pensions? By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterDefined-benefit plans. Those of us who are older might remember them better as “pensions,” but in 2021 they seem about as...
Client Appreciation Events
Client Appreciation Events: A Guide For Every Financial Advisor By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterTable of Contents Click the links below to jump to a client appreciation event page section specific to your...
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...
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