Author Archives: admin

Reputation Management for Financial Advisors That Works

Reputation Management for Financial Advisors: Why It Matters and How We Can Help In today’s digital-first world, your online reputation can be the deciding factor in whether a prospective client reaches out—or scrolls past. For financial advisors, maintaining a strong, trustworthy online presence is no longer optional. It’s essential. Especially for those who aren’t investing […]

Organic Annuity Lead Generation for Independent Advisors

In the competitive landscape of financial services, particularly in the annuity sector, generating high-quality leads is essential for the growth and sustainability of an advisory practice. Effective lead generation strategies not only connect advisors with potential clients seeking secure retirement solutions but also establish the advisor’s credibility and expertise in the field. Safe Money Broadcasting […]

Digital Marketing Challenges for Financial Advisors & Smarter Solutions

Digital marketing is often touted as the holy grail of lead generation for financial advisors, but the reality is far from what many agencies promise. With rising costs, poor lead quality, and compliance challenges, many advisors find themselves frustrated and struggling to see a return on investment. In an industry built on trust and credibility, […]

Digital Marketing: Overpromised, Under-delivered, High Costs

Digital Marketing: Overpromised and Under-delivered – Are You Really Getting What You Paid For? In today’s digital age, it’s nearly impossible to grow a business without investing in digital marketing. From promises of high Google rankings to guaranteed website traffic, agencies often lure clients in with grand promises—but many businesses find themselves sinking money into […]

List of IMOs and FMOs for Annuity and Life

Are you looking for a list of IMOs (insurance marketing organizations) that offer annuity and life insurance products? Since Safe Money Broadcasting is a content and marketing company that isn’t in the financial services business, we often hear from our advisor- and agent-clients about whether a list of IMOs and FMOs working with such insurance […]

FMO, IMO, NMO, MGA & GA: Understanding Insurance Roles

FMO, IMO, NMO, MGA & GA: Understanding Insurance Roles and the Role of Lead Cultivation Companies Like Safe Money Broadcasting In the insurance industry, each type of marketing organization (FMO, IMO, NMO, MGA, GA) provides unique resources to support advisors, but there’s often a gap in highly personalized marketing and lead cultivation. FMOs and their […]

AM Best Rating Methodology: Why Insurers Are Pushing Back

AM Best, one of the most respected credit rating agencies in the insurance industry, has faced notable criticism lately from insurers concerned about its stringent rating criteria. Known for its in-depth financial evaluations, AM Best provides credit ratings that insurers rely on to communicate their financial health to consumers and investors. However, some insurers now […]

The Power of Personal Branding in a Crowded Market

How Financial Advisors Can Stand Out in a Crowded Market In today’s competitive financial services industry, standing out from the crowd is more critical than ever. Personal branding is not just a buzzword; it’s a strategic approach to building a reputation, showcasing expertise, and attracting the right clients. For financial advisors, a strong personal brand […]

Top 10 Statistical Reasons to Use Videos in Marketing

   High Engagement Rates: Videos are incredibly engaging, with the average person spending around 18 hours a week watching them (SocialPilot). This level of engagement is unmatched by other types of content, making videos a powerful tool to capture and retain audience attention. Increased Reach and Visibility: With 92% of internet users consuming video […]

Overcoming Marketing Challenges for Financial Advisors

Marketing can be a daunting task for independent financial advisors. With the landscape continuously evolving and the market becoming increasingly competitive, understanding and addressing the key marketing challenges for financial advisors is crucial. This article delves into the top marketing challenges faced by financial professionals and offers practical solutions to overcome them. 1. Regulatory Compliance […]