Referrals Archives - Creative Edge

Endless Events: Your Creative Edge to Referrals and Client Appreciation

Socializing is networking and networking is new business. What’s the best, no-pressure way to gather many of your clients together all at once and get them to bring their friends? Endless Events. The longest running social science study ever at Harvard found that relationships are the key to human happiness. So, treat your clients to… Read More


Who really is Jonathan Lee? Hear what he can do to your practice.

Acclaimed speaker and CEO of the Foundation for Financial Education, Jonathan Lee, visited more than 40 sales offices around the country in 2017, and he’s ready to share what he’s learned with you, if you’re ready to listen to his advice. Why not come and hear what he has to say? Lee has experience turning his… Read More


Why Should You Meet a Golf Pro?

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


Get 20 New, Affluent Clients in 90 Days with Power Business Coaching

Utilize raving referrals • Double your clients • Cut office hours in half During this 30-minute Power Business Coaching webinar, you’ll learn: Why referrals are 70 percent more likely to buy from you than a seminar attendee. The six-step referral process that makes it easy to get introduced. The “wrong” question most people ask clients…. Read More


Why Should You Have a Business Coach?

Are you ready for strategies to increase revenue in less time? Interested in learning new strategies for massive business growth and streamlined practice management? With CreativeOne’s Power Business Coaching program, you will gain knowledge on proven tactics to increase your high-quality lead pipeline, earn more money, and have more time to pursue your personal goals…. Read More


10 Marketing Elements Your Business Can’t Live without

Effective marketing has never been more important. Prospects have a plethora of information—and competition—available to them with just a few keystrokes. To stay ahead of the game, you want to ensure your marketing is on the right track. According to a recent survey of agents we conducted, there are a few specific things they’re all… Read More


2017 Digital Marketing Trends for Financial Services

Marketing your business is a continuous process. A few years ago, a mailed letter and invitation to a presentation along with a no-obligation lunch was a great way to reach prospects. Today, your clients probably pay more attention to email than paper mail. You need to find ways to reach them where they live—online—without ending… Read More


Nine Unique Event Ideas to Grow Sales

Are you looking for innovative ways to generate sales through your existing relationships and build loyalty in select social circles? Hosting well-thought-out and well-planned events can be a great way to gather individuals interested in your services to network with like minds in a comfortable, enjoyable environment. Create memorable occasions that provide opportunities to cultivate… Read More


Need Referrals? Get Them with Endless Events

Summer is here, so what better time is there than now to show your clients how much you appreciate them? The bonus of hosting such an event? Referrals! How? By inviting your top clients to fun events and encouraging them to bring their friends, you’ll potentially gain new business. CreativeOne’s Endless Events program helps you… Read More


The Importance of Annual Reviews

Now is a great time to start setting up your client annual reviews. Not only are they a great way to stay top-of-mind with clients, but these appointments also create opportunities to ask your best clients for referrals and cross sell life insurance to them. Think about it. Isn’t it easier to ask clients who… Read More