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Industry State of the Union And Advisor Marketing Trends – Industry Trends Every Advisor Should Follow To Survive And Prosper In 2023 And Beyond

It can be a challenge to stay on top of what trends are driving more business in our industry.

If we had a magic crystal ball that revealed where the markets were going and what prospects were looking for, our jobs would be pretty easy.

High-interest rates have created new annuity products with higher caps, more compelling payouts, and alluring triggers that make “safe money” strategies more appealing to consumers…

Artificial Intelligence is making it easier for advisors to produce quality content faster than ever before…

And there is no shortage when it comes to new technology, new products, and marketing ideas for advisors to try.

Knowing which annuities are hot, what type of marketing prospects are responding to, and which new tech toys save time or are just expensive hype can be time-consuming.

It’s a challenge to sift through the junk and find the gold.

Not to worry…

It doesn’t have to be challenging to stay out and ahead of most advisors if you’re plugged into a reliable source of industry information.

A major advantage for any advisor is having first access to new annuity products, marketing strategies (that are working), and technology that is helping advisors serve clients better.

The good news is, you don’t have to figure out what trends to follow to make this your best year ever.

We covered it all on this episode of the Annuity Experts Show.

Industry State of the Union And Advisor Marketing Trends – Industry Trends Every Advisor Should Follow To Survive And Prosper In 2023 And Beyond

If you’re ready to make this your best year ever, then you’ll want to pay close attention to a few annuity, marketing, and technology trends.

We’ve been studying and testing out which trends are working and which ones are just hype.

We filled you in on what trends you want to pay attention to.

And we shared where we think the industry is headed and give you the inside track to stay ahead of your competition.

This includes all the new annuity trends that prospects are looking for…

For example…

Do you want to stay on top of the best annuity products?

As the Fed raises interest rates and continues to slow down the economy… people generally look for safe money strategies…

And this creates annuity products with higher interest rates and guaranteed caps like we haven’t seen in years.

We showed you where we think the trends are going and how to be the first to know which products are hot…

We also covered exciting new trends that insurance companies are doing to make “safe money” strategies more appealing to consumers.

Next, we talked about marketing trends — not theories, but what prospects are actually looking for and the types of ads and emails that they respond to.

If you want to know what marketing you should be focusing on to get results, you’ll want to tune in.

And last, we talked about technology.

What tools and technology are going to be hot this year?

Have you thought about using A.I. in content creation?

We shared how we’re using A.I. for our advisors.

You’ll get to see an example of how A.I. can write and re-write quality content that can attract and engage prospects.

On the other hand, we also covered how to correctly use A.I. to help create quality content.

The fact is, unless you leverage A.I. correctly, it can be just another shiny object that wastes time and doesn’t produce results.

We covered what technology can save you time and help you grow your practice faster, and which ones are just expensive hype.

Plus, we discovered how powerful a quality review can be in building trust, credibility, and positioning our advisors so prospects want to reach out to them.

These few strategies alone can turbo-charge your marketing efforts and help you win more business.

We dove deep into all these exciting trends and more.

Here are a few timestamps if you want to jump to the good parts:

7:30 – Why every advisor can have their best year ever and why it’s important to be an “annuity expert” in today’s market to win more business.

12:00 – Why we are in a “tough” market and why it’s good for advisors.

17:45 – Why clients need you more than ever and how the annuity expert can win more cases.

22:00 – New ideas that will be changing our industry over the next 2 to 5 years that will make annuities more appealing to consumers.

26:15 – The 2 key principles that can help any advisor win more business (even if your prospect is talking to multiple advisors)… get this right and 8 out of 10 times you could beat out the competition.

29:35 – How to build trust and credibility through truth and transparency and put prospects at ease to work with you.

31:20 – How to use case study videos to engage with prospects and get them to contact you.

35:10 – How to maximize the value of every prospective client relationship.

38:15 – We discussed “email cadence” and create an email strategy that compels clients and prospects to engage with our content and respond.

44:30 – How to leverage A.I. to drive annuity sales and marketing.

47:00 – We show real-life examples of A.I. writing from our own content.

54:00 – A.I. user tips to get the most out of this service (this is important if you are planning on using A.I.; while it can be a shortcut, it can also be a dud if you use it wrong).

55:30 – What to look out for as companies start promoting A.I. as a marketing tool.

56:00 – The A.I. tools available and which ones we’ve used successfully.

There’s much more, but those are a few highlights.

This is definitely an exciting time to be an advisor, and this is an episode you don’t want to miss.

We dove deep into all the exciting trends for our industry… including why A.I. is all the rage now and what every advisor should know about how it can be unleashed to market your practice…

And cut through the hype to find what’s really working, so you don’t have to waste time on the junk.

If you want to stay on the cutting-edge of our industry’s products, marketing, and A.I. technology that can help you grow your practice… you’ll want to watch this episode now.

→ Industry State of the Union – Advisor Marketing Trends to Follow

It’s time to get excited about having your best year ever.

P.S. If you want to work with an FMO that keeps you on the cutting-edge of trends that are working and learn more about our done-for-you marketing system…

Give us a call at (520) 639-9479 or…

Click here to book your 1:1 Discovery Call with our team

P.P.S. So, is A.I. smart enough to write this post?

You’ll have to watch the episode to find out.

annuity experts

Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights.

He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

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