“What is the opportunity cost of the people who no show or cancel first appointments?”
This was a question asked in a recent AE Exchange event and it’s a powerful one.
If that opportunity cost is more than hiring someone to call all those leads…sounds like you need to hire someone!
Easy math…
Here are your Quick Hits:
How to Revive Old Content to Boost Your Marketing Results
- Solid piece to bring up a good point to not always be trying to make new content.
- Use short-form video to promote seminars and dinner invites.
- Mailers work best when paired with digital follow-up (email/text).
- Personal stories > product pitches. Make the message resonate emotionally.
Retirement Can Harm Your Brain: Here’s How to Keep It Healthy
- This article discusses the challenges retirees face in maintaining mental acuity during major life transitions.
- It also provides tips for planning ahead to stay mentally sharp and healthy post-retirement.
- Emphasizes the importance of staying engaged through hobbies, volunteering, and social activities.
Alternative Investments in 2025: Our Top 5 Themes to Watch
- There are key investment themes like normalizing interest rates and new growth drivers transforming private markets.
- This will Offer insights into how these trends create potential opportunities for diversification.
- Suggests strategies for managing risks associated with alternative investments.
Responding to Digital Identity Theft: A Guide for Financial Advisors
- Here are steps for financial advisors to take when their identity is exploited in scams, protecting themselves and their clients.
- Discusses the importance of swift action to report the crime and help bring perpetrators to justice.
- Highlights approaches to safeguarding reputation and minimizing impact on investors.