Common Mistakes Families Make During Wealth Transfer Planning Financial advisors spend years — even decades — watching their clients build something worth passing on. Whether it’s a successful business, a growing portfolio, or valuable real estate, getting a front row seat to this legacy-building process can be one of the most fulfilling parts of...
Read More >>The Great Wealth Transfer — Opportunities and Solutions
The number of Americans seeking financial guidance is growing by the day. According to a report from Northwestern Mutual, 28 percent of Gen Z started seeing a financial advisor over the past year. For advisors, there could be no better news. Today’s potential clients span the entire spectrum: from young adults who are just...
Read More >>Business Owner Solutions System (B.O.S.S.)
More Americans are working later into life. That’s good news on one level: small businesses benefit from deeper experience in their most critical roles. But there’s a flip side. With age comes higher risk of serious injury or even death. The very strength of a seasoned team can also be its vulnerability. People are...
Read More >>Why Good Content Matters
Twenty years ago, marketing for a brand was a relatively simple task: Place an ad in a newspaper. Of course, creating a successful advertisement has always been challenging, but at least the distribution was relatively straightforward. Those days are over. In today’s digital world, if you’re not spreading marketing across multiple platforms and adjusting...
Read More >>How to Maximize Your Website’s Impact
Chances are you intuitively understand that your website is important. It’s the doorway to your brand — the first thing a client or prospective client sees. Consider the following stats: ● 88% of consumers use online resources to research product information prior to making a purchase ● 75% of consumers judge a business’s credibility...
Read More >>How to Ensure Your Marketing Is Working for You
Good marketing requires investing time and resources, and just like with any investment, it’s essential to track how your marketing efforts are performing. But what metrics should you look at when it comes time to analyze your marketing? Let’s look at how to review your performance and set yourself up for marketing success. Before...
Read More >>How to Successfully Market to Younger Generations
For decades, most of the wealth in the United States has been owed by baby boomers. But a great wealth transfer is underway, with $84 trillion expected to be passed down to younger generations by 2045 and $16 trillion in the next decade alone. Gen X, millennials, and Gen Z will be the great...
Read More >>How to Create Successful Content on Social Media
Social Media for Financial Advisors: Tips for Success For the savvy financial advisor, social media is a valuable tool that can help grow a business. According to a recent survey, four out of 10 financial advisors report they’ve found new clients through social media. To put it in terms you might use with a...
Read More >>Q&A: Social Media Strategy for Financial Professionals
Many financial professionals wonder: Is having a social media presence necessary, and is it worth it? The answer: Depending on your goals and resources, yes and yes! Effective use of social media platforms can serve as a strategic tool to promote financial practices. The allure of social media platforms lies in their ability to...
Read More >>October Update: AIMCOR EIG Safety and Wellbeing Policy
Date: October 5, 2020 To: All Corporate Personnel and AIMCOR EIG Regional Offices Re: Updated AIMCOR EIG Safety and Wellbeing Policy As the battle against the COVID-19 pandemic continues, the AIMCOR EIG leadership remains diligent, and committed, to upholding our corporate, and individual, responsibility in lessening the risk of COVID-19 across our organization....
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