Marketing Archives - Creative Edge

Social Selling for Financial Professionals with Pacific Life

Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand.   What is Social Selling? – Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones. The 4 Key Aspects of Social Selling: Create Your Presence… Read More


How to Implement a Formal Referral Program

We’re already four months into 2019. Are you on track to hit your new client goals for the first part of the year? If your answer is no, you’re not alone. The good news is you still have time to get on track and hit your growth objectives. One way to acquire new clients is… Read More


Identity Force packages available to CreativeOne agents

Identity Theft Protection $1 million ID theft insurance and recovery   Did you know more than 41 million Americans have had their identities stolen1? Many of those individuals are older adults, and maybe it’s happened to someone you know. Why not be part of the solution that protects your clients?  Introducing IdentityForce, a company with 40… Read More


Cheers to 35 Years and Many More to Come!

CreativeOne celebrates 35 years of diversified financial services. CreativeOne is celebrating its 35th anniversary as one of the industry’s premier annuity and life insurance wholesalers in the independent space. The company was founded in 1984 as a life insurance wholesaler that was started out of a basement and has quickly evolved into a broad diversified… Read More


Stay Above Board with Your Social Media

March 19 2019

by Kati Hess

Social media is the name of the game these days. Recently, LinkedIn found that 81% of all small and medium businesses use some kind of social platform. And while social media is known for being a seamless and fast form of communication, it also brings with it a level of record-keeping for financial advisors. FINRA… Read More


Reach more people with Facebook groups

Facebook now lets you join groups using your business’s page. It seems like a small change, but the implications are huge — you can now join a local group using your business’s page. Here is Facebook’s statement on the change: We’ve heard from people that engaging with public figures, non-profits, publishers, and businesses in a… Read More


F&G Shakes It Up With a Bold New Identity

A leading provider of annuities and life insurance to over 700,000 Americans, unveiled a distinctive and innovative corporate identity program highlighting the company’s commitment to raise its visibility in the financial marketplace and reinforce how it stands out from competitors. The cornerstones of this program include the decision to simplify their name from Fidelity &… Read More


How do I make sure my Facebook seminars are guaranteed?

February 22 2019

by Kati Hess

Are you currently doing a Facebook seminar? Let’s make sure it’s guaranteed! Below you will find our best practices, terms and conditions designed to help you get the best performance out of your Facebook seminar with CreativeOne. Only seminars that follow these best practices will qualify for our guarantee. We will still run your seminar,… Read More


How a $7 MM Advisor Got His Leads with a Golf Ball

Generate Awareness with Golf Sponsorship Are you looking for a way to raise your brand’s awareness among affluent prospects? With CreativeOne’s Hole in One program, you’ll have the opportunity to connect with high-net-worth individuals over golf while potentially expanding your referral network at the same time. How does it work? Contact your local country club… Read More


How to Boost Your Practice’s Organic Referrals

February 21 2019

by CreativeOne - www.creativeone.com

If only I could clone my best clients. It’s a thought that’s crossed every financial professional’s mind at some point. Your best clients are the ones who generate revenue and are easy to work with. If you could gain a few dozen more clients like your 10 best, it would transform your business. The good… Read More