MerritStrunk-SVP,ChiefMarketingOfficer Creative Edge

5 Ways for Advisors to Modernize Their Approach

Great Idea

In the past decade or so, the explosion of Internet commerce and social media has changed the way the world does business. More specifically, these advances in technology have changed consumers. The most successful companies of our time – online-based ventures like Amazon, Apple, Google, eBay, and others – found immense success because they were… Read More


Boomers flock toward social media

Social Media

Over the past three years, social media use by older Americans has nearly tripled. Not only is the 50-and-up group the fastest growing demographic online; they also make up the majority of the online consumer population. Which social media sites appeal to boomers the most? We know that 76% of Internet users ages 50-64 now go… Read More


What is a blog and why producers should be blogging

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Sharing interesting and relevant information with clients and prospects can pique their interest in your services. You may have read or heard “experts” explain the importance of blogging as part of your online marketing plan. You may be wondering, “what is a blog, and what will it do for me anyway?” It must be a… Read More


Meta tag magic and search engine optimization

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In 160 characters, you must convince the audience your web page provides them the information they need. An insurance professional or financial advisor who builds a website has taken strides toward pulling ahead of the competition, but still has a long race ahead of them. Successful digital marketing involves knowing how to optimize your website… Read More


10 Email Marketing Tips for Advisors

CRM Concept

As a financial advisor, you know the importance of staying in touch with your clientele, and regularly providing them with useful information. Doing this keeps you fresh on their minds, and they will be more likely to come to you when they need assistance. Utilizing an email marketing campaign is one of the best ways… Read More


Do You Have A Brand?

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Those who know me or have heard me during a speaking event may know that I did not “grow up” in this industry. My marketing career is actually a mosaic of 17 industry segments highlighted by work with some notable companies and some not-so-notable companies. My experience spans brands such as Heineken, No Nonsense Pantyhose… Read More


Follow this Must-Do/Don’t-Do List to Connect With Worthy Leads

Connect with worthy leads

Have you experienced this? You call a “leads vendor” that promises to identify qualified, affluent consumer leads for you. Subsequently, the lead you contact either tells you to buzz off – or you meet with them only to discover they have minimal assets. Grrrrr. If the old saying “Time is Money” rings true, there is… Read More


Turn an underused strategy into sales working overtime

A wise man once said, “Productivity is never an accident. It is the result of a commitment to excellence, intelligent planning, and focused effort.” So why is it so many business owners still don’t have a solid plan for success? Now is a great time to take a look at what’s working in your practice… Read More