Marketing Strategies

Whether you realize it or not, you're constantly developing your brand. However, it is your choice what that brand stands for and how it is communicated. TAG Creative is an in-house ad agency that creates and develops branding and marketing for TAG and our agents. Handling the details from concept to print, our professional team makes custom marketing easy. Whether you just need a simple flyer or want a full marketing suite, TAG Creative can deliver your message in creative and memorable ways.

Stop guessing how to execute your most powerful marketing. Download our Marketing Success Manuals, which were specifically designed as pointed checklists to walk you through each marketing strategy step by step. The Marketing Success Manuals are the result of years of actual marketing campaigns, that positioned Karlan and his In-House Sales Team in front of thousands of boomers. Why experiment with your next marketing strategy when the answers and directions you need are available?

Seminars are one of the most popular marketing strategies of top agents for one reason – they work. There just aren't many other ways to see 40 qualified prospects in one night and leave with 15-20 appointments, filling your schedule for the following two weeks. TAG offers the best in proven seminar marketing along with our actual seminar slides, scripts, notes and tutorial videos. You will learn everything Karlan has perfected after delivering thousands of seminar presentations to client prospects around the country.

We all like doing business with those we feel truly appreciate us and take the extra step to show that appreciation. Your clients are no different. Even more than feeling appreciated, they want to know you care. Client Appreciation Events go a long way toward letting your clients know you care and when done properly, they can lead to more business than any other marketing campaign available. Whether you have 10 clients or 1,000 clients, this strategy should be a staple in your marketing efforts.

You've likely heard people say, "a lot of business gets done on the golf course." How can you tap into this strategy? Golf is not only a favorite pastime of many, but provides a private, 3-4 hour opportunity to build rapport and plant the seeds of interest for future business. Best of all, it's a very non-threatening way to position yourself in front of people that largely belong to the demographic you are targeting every day. Why is that? These tournaments are not about being a better golfer than your guests; so even if you consider yourself a novice, you can still generate big opportunities for your practice and we'll show you how. ​​​​​​

There are people in your area that would be great clients, but they will not attend your seminar. For those that require more one-on-one attention, TAG offers you a different type of marketing that places you in front of affluent, qualified prospects. You will be scheduled for a dinner meeting at a local restaurant with individual prospects that have called in and passed our screening. You can even customize the questions we ask to be sure you only sit in front of the people you want to see. This is a great supplement to your marketing plan and can even serve as your main marketing strategy. Our agents have seen as many as 15 appointments with prospects confirming $500,000 or more of investable assets.​

Many of the nation's biggest annuity producers receive 50-100% of their business from referrals.  Why is it that some agents create referrals seemingly by just walking down the street while others struggle to get just one from their best clients?  The main reason is confidence.  One of Karlan's more popular TAGinars was "Selling with Confidence" and referrals require that same key ingredient.  Some agents are not confident enough to even ask for referrals, while others do not ask with the confidence of expecting to receive anything.  Don't be an advisor that thinks "I can't imagine getting half of my business from referrals" - that kind of thinking alone will keep you from even asking.  Develop the confident thinking and a plan by reading through our Referrals Marketing Success Manual.  You'll learn six different ways to generate referrals for your practice.  These certainly aren't the only ways to launch your referral marketing, but the point is to have a plan and learn to execute that plan better every time you try.

How would you like to turn your $400 marketing investment into a $4,000 commission? Direct Response Mail is a very inexpensive way to position yourself in front of 20 leads in a short amount of time. This strategy requires more of your time than money, but can offer a large return on investment. Download our Marketing Success Manual for Direct Response Mail to learn the techniques of successful campaigns.​​​​​

How many of your prospects have asked you for your website address? More importantly, how many of your prospects have searched for you online only to find nothing at all? The World Wide Web has become more relevant than ever with boomers. Email and Facebook have created an incredible channel for friends and family to stay connected, which has given boomers an extensive introduction to the rest of the web. Websites are now an essential addition to your business tools to keep your name and services in front of your prospects and clients.  TAG can help you create a site with your logo, company, bio, picture and contact info.  This site is updated with new articles and videos that are great for showing your clients and prospects as you show them the importance of our safe strategies in their portfolios.​ TAG Creative can even do something completely custom - fitting your brand and practice.  

Karlan Tucker is no stranger to radio, having hosted his own radio program.  Meeting with more than 5,000 boomers in his career, he's well aware of the concerns they have regarding retirement.  Studies suggest that for many, their biggest fear is running out of money in retirement.  The Karlan Tucker Show is one that hopes to educate through an entertaining and thought-provoking program.  TAG Advisors are welcome to download Karlan's program outline each week as a model for their own radio programs.

How would you like to send a compelling marketing piece for the cost of your stationery and a stamp? Karlan and TAG's In-House Sales Team continue to meet with clients and prospects every day, just like you.  In the process of running that practice, Karlan​ will personally write powerful letters to send to both clients and prospects.  These letters are available to you for use within your practice.  Just download the file, which is a Microsoft Word Document, customize it for your use and send it out.  One of our recent letters helped an agent close a $150,000 annuity and it was the most inexpensive marketing he had done​ all year.​​​​​​​​​​​​

Every company needs marketing. The problem for a lot of smaller practices is that they can’t afford to advertise. That’s especially true if you’re just starting out. The solution is social networking the old fashioned way - face to face. In order to succeed in marketing through organizations, you can’t just shove information about your business at people. You have to show them why working with you is a must. In short, you have to be social and build relationships. Talk to them, interact, and be real. When you do more than just try to sell, you show people that you care about the organization that you both belong to and about them as a person. You develop connections with people, and you build on those to get even more connections. By doing so, you’ll be better able to keep your business moving forward and keep people interested in what you have to offer,​​​​​​​​​​​​

Whether you don’t like presenting in front of large crowds or just want another way to connect with affluent prospects, roundtable dinners are a great way to connect with qualified people. This takes the best of traditional event marketing and adds a more personalized and targeted methodology—One that puts advisors in front of only fully-qualified prospects who want to meet an advisor in a more personal atmosphere. Sit down to dinner with pre-qualified prospects with $500,000+ in investable assets and watch your high net-worth clients grow.​​​​​​​​​​​​

If we have placed our clients’ nest eggs in a safe place and at the same time provided them an opportunity for growth, why wouldn’t our clients want to introduce us to their friends and family? A very simple and effective way to ask for referrals (and give you clients an incentive to provide them) is by hosting a Referral Appreciation Event.