Practice Management Archives - Creative Edge

The Jim Lee Approach – How to Build a Successful Business

On Friday, March 1, over 50 IRS workers filed into a conference on the eighth floor of the Edward J. Schwartz Federal Building in downtown San Diego. They filled their plates with a catered lunch and then, one at a time, stood and spoke about their coworker Malcolm, who was retiring after 42 years of… 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


Identity Theft Protection – $1 million ID theft insurance and recovery 

March 26 2019

by Kati Hess

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, where you get a 25-percent commission? Introducing Identity Force, a company with 40 years of experience protecting… 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


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 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


Annuity Companies Look to Simplify the 1035 Process

February 13 2019

by Kati Hess

The 1035 exchange isn’t known for efficiency. An exchange between annuities usually requires multiple signed documents, a lengthy compliance and suitability review, and settlement as the funds are transferred between carriers. It’s not unusual for an exchange to take weeks, if not months. That could be changing though. According to a recent article in InvestmentNews,… Read More


Get Your Voice Heard on Social Media

February 12 2019

by Connor Wilson - Sales Specialist

There is no better time to stay in front of prospects and clients online then now! Increase your online engagement with CreativeOne’s Social Media Elite program.   With Social Media Elite, we take care of everything, so there’s no extra work on your end—but think of what could come of it: more engagement and better… Read More


Redtail CRM: Easy to Use, Quick to Deploy & Delivers a Rapid Return on Investment

Looking for more from your CRM? Well, look no further than Redtail. Redtail Technology is a leading provider of web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office and email archiving solutions in the financial services industry. Cohosted by David Mehlhorn, Director of Sales at Redtail and Dennis Mattern, VP, Training & Development at… Read More