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
Referrals Archives - Creative Edge
Need Referrals? Get Them with Endless Events
Related terms: Agency Building, Customer Relationship Management, Lead Generation, Marketing, Practice Management, Referrals, Savvy Strategies, Uncategorized
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
Related terms: Agency Building, Case Consulting, Customer Relationship Management, Legislation, Marketing, Practice Management, Referrals, Sales Notes, Savvy Strategies, Uncategorized
A Turnkey Seminar: Retirement Income Planning
There may be no greater way to make a good impression among several prospects at once than with a seamless seminar presentation. Don’t spend your time creating materials for your next seminar when we already have them assembled for you! Introducing CreativeOne’s Retirement Income Planning seminar. Today, retirees and pre-retirees are concerned whether they’ll have… Read More
Related terms: Agency Building, Annuities, Marketing, Practice Management, Referrals, Savvy Strategies, Training, Uncategorized
Get 30 Guaranteed Registrants for Your Next Seminar for $999
Seminar marketing is an excellent opportunity to display your knowledge and thought leadership to a group. They also work well as a way prospect for new clients and generate business. When coupled with a targeted, paid-advertisement strategy, seminars also create an opportunity where you are able to speak to a pre-qualified audience with the desire… Read More
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
Related terms: Agency Building, Branding 101, Customer Relationship Management, Marketing, Practice Management, Referrals
Your Ultimate Guide to Referrals and Client-Appreciation Events
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
Related terms: Customer Relationship Management, Marketing, Practice Management, Referrals
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
Related terms: Agency Building, Branding 101, Customer Relationship Management, Facebook, Lead Generation, Market Niches, Marketing, Online Marketing, Practice Management, Referrals, Savvy Strategies, Social Media
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
Related terms: Agency Building, Customer Relationship Management, Lead Generation, Marketing, Referrals
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
Related terms: Annuities, Branding 101, Customer Relationship Management, Lead Generation, Market Niches, Marketing, Online Marketing, Practice Management, Referrals, Sales Strategies, Savvy Strategies, Social Media, Social Security
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
Related terms: Agency Building, Customer Relationship Management, Lead Generation, Marketing, Practice Management, Referrals, Sales Strategies, Sales Strategies, Savvy Strategies, Women's Market











