Table of contents Types of Referral Incentives Factors to Consider When Choosing Incentives Timing and Delivery of Incentives Best Practices for Promoting Referral Programs Referrals are crucial for mortgage and insurance professionals. A satisfied customer can be a powerful advocate for your business, and personal recommendations from clients can generate new leads, help close more… [Read More]

The goal of search engines has always been to provide people with helpful information. With this goal in mind, at the end of 2022, Google has released their helpful content update. As you can probably guess from the title of the update, Google has improved their search algorithm to provide users with more original, helpful… [Read More]

Online marketing is constantly shifting and evolving. We often reach a point where we start to wonder which strategies are still relevant, and which should be discontinued. There is no doubt that social media continues to be essential in the online marketing world, but what about more traditional content such as blogging? This week we will… [Read More]

Reaching new clients and maintaining relationships with past clients is heavily dependent on maximizing customer touchpoints. What exactly is a customer touchpoint though? In this article we will break down what customer touchpoints are and why it is important to understand and evaluate each of the touchpoints you have with your clients.  A customer touchpoint… [Read More]

These days, when we think about making a purchase, the first thing we often do is simply go online and start researching that product or service. In many instances, we can evaluate a product, and make a purchase right then and there. Other times we are often more interested in evaluating both a product and… [Read More]