Referrals Archives - Page 2 of 4 - Creative Edge

5 Reasons Giving Back is Good for Business

Whether you call it corporate social responsibility, service, volunteering or philanthropy, giving back can be very beneficial to your organization. Here are five reasons to actively make giving back a focus within your business: It makes a difference. First and foremost, giving back is important because it helps someone in need. By volunteering your time… Read More

Your Ultimate Guide to Referrals and Client-Appreciation Events

November 18 2015

by CreativeOne -

Social events are fun, and are a great way to get in front of many of your clients all at once, treat them to a good time and meet their friends. If done right, these events can then potentially bring you new business in the form of current clients’ referrals. CreativeOne’s Endless Events program helps… Read More

Business Accelerator Breaks Industry Standard

I’ve worked at several ad agencies throughout my career and have never been part of a more innovative program that breaks the industry standard than CreativeOne’s Business Accelerator. It launched in January and is unlike anything I’ve seen before. Everyone knows about the 80/20 rule. What’s the important thing to understand about this rule? There… Read More

Fall 2015, Fall 2015, Happy Clients, Set, Hike!

Looking to throw an event that will be a touchdown with your clients? With fall and football season right around the corner, now is the time to start planning an event that will show your clients how much you appreciate them. Hosting client-appreciation events can be extremely beneficial to your business! What’s better than hosting… Read More

A Plethora of Marketing Tools at Your Fingertips

With CreativeOne’s Dynamic Marketing Portal (DMP), you can gain access to a multitude of executable marketing tools available online 24/7. Using these custom, hand-selected tools, you’ll be able to implement turnkey programs, connect with prospects and clients cost-effectively, and systematize your marketing. The DMP can make marketing easier, leaving you to what you do best–running the business…. Read More

Focus on Getting Introductions, Not Referrals

We hate to be sold and it’s rampant. Think about when you go to a car lot and the salesman comes up to you and asks if he can help you. What do you say? “I’m just looking.” Because you don’t want to be bothered. Same if you’re shopping for jeans and your wife is… Read More

Business Accelerator: Our New Marketing Credits Program

Business Accelerator

Be bold. Be seen. Be heard. Grow your business. Let’s build something amazing together! CreativeOne is excited about our new credits program, Business Accelerator! It delivers on the principles of purpose, persistence and prosperity. We reward your everyday premium production with account credits. The more annuity and life insurance premiums you generate, beginning at $500,000… Read More

A “Gift of Pie” an unexpected and welcome holiday client appreciation gift


With the holidays right around the corner, we know that producers are looking for a unique way to tell their clients that they appreciate their business. One fun and simple idea is giving your clients a pie. Easy to execute, it’s a tasty initiative that features a heaping serving of client appreciation. Utilizing several touch… Read More

Social media marketing vs. traditional marketing

November 10 2014

by CreativeOne -

Old vs. new

Joe has been an insurance professional for 15 years, and he has amassed quite a bit of industry experience. Last year he realized social media could be a powerful marketing tool, so he signed up for a Facebook account, made some contacts, and began posting to his audience. He posted three times per week, reminding… Read More

8 Clients Event Ideas that Bring Hundreds of Prospects Annually

Even though we use social media and digital marketing to connect with clients and prospects, it’s still important for advisors to have face-to-face contact. This doesn’t always require a one-on-one meeting in an office or home setting. Hosting and inviting a group to an appreciation event can help you enhance relationships with clients, meet qualified… Read More