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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…

Ana Gotter|
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…

Ana Gotter|
September 19, 2024 |
8 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

Marketing automation tools for marketing agencies

Top marketing automation tools for agencies

Marketing agencies do a lot at once.  You need to run ads, collect leads, send follow-ups, track results, and report back to clients. Top marketing automation tools help you handle…

Elena Mazaheri|
March 12, 2026 |
8 min read

Facebook business integrations

Facebook business integrations: Everything you need to know

Competition is fierce in the ad world and getting noticed is becoming increasingly difficult. Businesses are tasked with finding new ways to reach their audiences. However, with all the…

Lizzie Davey|
March 10, 2026 |
7 min read

Google Ads automation: How it works and how to use it strategically

Are you still hands-on with tweaking your bids, pausing keywords, and rewriting ads? That’s a bit outdated and is probably costing you money and damaging your performance.  Ads automation exists…

Elena Mazaheri|
March 05, 2026 |
7 min read

google ads vs facebook ads for small businesses

Google Ads vs. Facebook Ads for small businesses: What to choose (and when to use both)

Are you weighing Google Ads vs. Facebook Ads, and want to know what is good for your brand? Google Ads captures demand, which means:  It helps you target the people searching…

Elena Mazaheri|
March 04, 2026 |
6 min read

First-party vs. third-party data: What’s the difference?

How does a business know which products to sell and at what prices or which marketing channels to use? All of this comes from data.  They can be one) First-party…

Ana Gotter|
February 26, 2026 |
8 min read