Insights on Income

Strategies to maximize income from investments.

5 Low-Key Things You Can Do to Promote Introductions

5 Low-Key Things You Can Do to Promote Introductions

Getting a consistent flow of referrals and introductions from advocates is not just about asking for them. It’s about creating a culture of referrals and introductions. To me, a referral culture begins with the decision to meet the bulk of your clients through the...

Week In Review: Pay inequality, front and center

Week In Review: Pay inequality, front and center

The U.S. Women’s National Team’s title in the World Cup has brought a healthy focus to the pay inequity between the country’s top women’s and men’s soccer teams. The women’s team is more accomplished, with four World Cup titles and back-to-back championships,...

Week in Review: Apprenticeships on the rise

Week in Review: Apprenticeships on the rise

Welcome back from the holiday weekend. You don't have the time to sift through all the headlines you missed over the past several days — so EveryIncome has done it for you: Looking for a career that requires tech skills or...

5 Things You Can Do When a Hot Prospect Goes Cold

5 Things You Can Do When a Hot Prospect Goes Cold

Don’t you just hate it when a prospect, seemingly very interested in the work you do, suddenly goes MIA? Of course, there are any number of reasons why this can happen. It’s possible, that you didn’t create a compelling enough reason for them to remain interested and...

7 Steps to Get Referrals from Non-Clients

7 Steps to Get Referrals from Non-Clients

Erin Gay, a successful advisor based in Annapolis, MD, has cracked the code of what it takes to get referrals from non-clients. Erin met an estate planning attorney who seemed willing to explore a reciprocal referral relationship. But Erin knew he first needed to...

5 Critical Components of Relationship Marketing

5 Critical Components of Relationship Marketing

Most discussions about Relationship Marketing revolve around the concept of customer or client satisfaction and retention.  And there’s certainly nothing wrong with that. According to a Harris Poll, it costs six to seven times more to acquire a new client/customer...

The Ei Source — June 2019

The Ei Source — June 2019

Study: "Consumers are under tremendous financial pressure"   A new study, released last week, details the “tremendous financial pressure” that so many Americans are facing right now. In fact, millennials are doing far worse financially than generations before...

Is Your Marketing Ready for the Next Correction?

Is Your Marketing Ready for the Next Correction?

How much would you bet that the stock market will decline 10% or more within the next year? I hope you’d bet something, because the market has been hovering around all-time highs and has seen record volatility lately. But also because a 10% correction has happened on...

The Ei Source — May 2019

The Ei Source — May 2019

Can You Handle The Truth? Last month, we introduced you all to Claire Akin — a content marketing expert focused on helping financial advisors improve their business via digital marketing. In case you missed it: 5 Powerful Tools Your Website Needs Claire is a...

Join Our Community

And never miss an update with our Ei Source Newsletter

Sign up today — for free — to receive new platform offers and features.