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7 marketing tips to engage your clients about starting a succession plan

Abrigo

By Warren Sheydwasser With no shortage of tasks to complete during tax season, many financial professionals don’t need help expanding their to-do list. You commonly exchange many email messages with your clients but have you ever considered using your signature line as a marketing tool? Hold seminars or webinars.

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Hong Kong Regs Keep Pressing For Treasurers

PYMNTS

. “We hope to reinforce Hong Kong’s role as a springboard,” said Francis Ho, associate director-general of Invest Hong Kong, after a seminar at the first International Industrial Capacity Cooperation Forum, held in conjunction with the eighth China Overseas Investment Fair.

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How community banks can help young homebuyers

Independent Banker

According to the 2022 Home Buyers and Sellers Generational Trends Report published by the NAR, there are some clear generational trends in the homebuying market. Younger millennials and Gen Z buyers—those born after 1980—represent 45% of the total homebuyer market. That can be a tough conversation to have,” says Haynie.

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Listen Up: Best PYMNTS Podcasts Of 2018

PYMNTS

No, think of them as miniature seminars. Enjoy these little seminars about the world of payments and commerce, and review at your leisure. The $300 billion Financial Stress Tax. Some veer toward the technical while others come across as more philosophical. The Rise of Contextual Commerce.

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Reverse Trend

Independent Banker

Indicating the market opportunities for these loans, companies providing home health care and “aging in place” house renovations are interested in working with reverse mortgage lenders for their clients, he adds. About the market. Mohave State Bank markets reverse mortgages with fliers as well as newspaper and radio advertising.

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It’s 3 A.M. — Do You Know Where Your Fraudsters Are?

PYMNTS

Don Bush , VP of Marketing at Kount , recently joined Karen Webster for a live digital discussion on what fraudsters are up to these days and how they perfect their trade. billion records are available on the black market and more than 603 million payment cards were compromised. Take tax returns, Bush said.

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Are Millennials in Financial Crisis?

Filene

To help pay down my debt, I enrolled in a financial seminar at the local church and got a second job. Filene Research Institute has been working with Currency Marketing to pilot a program called, It’s a Money Thing. I was in over my head and did a ton of worrying. So what can credit unions do to help?