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Tags: #Financial Services

Medicare Facebook leads

Lead acquisition

How to generate Medicare Facebook leads without wasting budget

If you sell Medicare plans, Facebook (Meta) is still one of the fastest, most controllable ways to fill your pipeline with high-intent prospects.  To do that, however, you need to build a tightly run Facebook…

Elena Mazaheri

Elena Mazaheri |
4 min read

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Tagged by #Financial Services

financial advisor marketing strategies

Lead acquisition

Financial advisor marketing strategies: The complete guide

Every successful marketing effort starts with a solid strategy. It’s how you show your value to potential clients.  Financial advisors…

Marco Cirillo|
May 21, 2025 |
10 min read

Google mortgage leads

Lead acquisition

How to generate Google mortgage leads

Mortgage lead generation is how loan officers keep their pipeline filled with potential clients. These leads may come from…

Elena Mazaheri|
May 15, 2025 |
4 min read

Lead acquisition

How to run lead generation for financial advisors

The highly competitive financial landscape demands an effective lead generation strategy for any industry professional looking to expand their…

Andrew Bailey|
February 19, 2025 |
5 min read

Tools and Integrations

The best CRMs for financial service businesses

As their client list grows, most businesses in the financial services industry find themselves needing a Customer Relationship Management…

Marco Cirillo|
September 19, 2024 |
9 min read

CRM retargeting

Tools and Integrations

CRM Solutions: 13 Great Tools To Try In 2021

655. That’s the number of customer relationship management (CRM) platforms on G2 alone. Source: G2 The best CRM solutions track client communication…

Priscilla Tan|
March 15, 2021 |
6 min read

Top Articles
from the Blog

The Best Google Ad Extension Examples to Improve CTR

TL;DR Ad extensions (Google now calls them “assets”) add extra info to your search ads, like links, phone numbers, or forms. They’re free to add and can lift your CTR by…

Elena Mazaheri|
August 21, 2026 |
6 min read

How to connect Facebook Lead Ads and Vinsolutions - preview

Create a VinSolutions CRM-Facebook Integration via LeadsBridge

TL;DR VinSolutions CRM helps car dealers manage leads, track customer behavior, and run targeted campaigns Facebook Lead Ads lets buyers submit their info without leaving Facebook LeadsBridge connects the two, so leads…

Charlotte Odwyer|
August 19, 2026 |
8 min read

how to boost facebook marketplace

How to boost Facebook Marketplace ads and listings (2026 edition)

TL;DR Posting is free and organic; boosting is paid, wider reach, plus ad reporting. Fix photos, title keywords, category and price before spending a cent. Boost from Your Listings: pick objective, audience,…

Elena Mazaheri|
August 17, 2026 |
6 min read

HubSpot vs. Marketo: Which one should you use?

TL;DR HubSpot is easier to get running and a solid fit if your marketing and sales teams want one shared platform without a long implementation process.  Marketo (now Adobe Marketo Engage)…

Elena Mazaheri|
August 15, 2026 |
7 min read

How to send Facebook leads to Whatsapp

How to send Facebook leads to WhatsApp

TL;DR WhatsApp gets opened almost instantly, so replying to Facebook leads there beats email or cold calls. You can connect Facebook leads to WhatsApp via the official API, Click-to-WhatsApp ads, or…

Elena Mazaheri|
August 12, 2026 |
6 min read