CRM for Agents | Bedrock

Marketing Automation In 2026: How Independent Advisors Can Scale Federal Benefits Outreach Without Sacrificing Compliance

Did you know that many independent financial professionals have adopted some form of marketing automation as of 2026? This shift isn’t just a fleeting trend—it’s changing how you build relationships, manage outreach, and grow your client base, particularly in the highly regulated world of …

Bedrock Financial Services vs. IMOs: Which Supports Advisors’ Practice Growth?

Introduction

As an independent financial professional, you know that effective federal retirement lead generation is at…

How the Best IMO for Insurance Agents Supports Independent Advisors’ Growth

The independent advisory channel is growing at record pace. This shift means that as you prioritize autonomy and client-centricity, the support you expect…

Group Benefits Enrollment Support: Q&A for Independent Financial Professionals

What Are Retention Strategies for Agencies?

Defining retention in financial services

Retention, in the context …

Lead Funnels for Insurance: Best Practices for Independent Financial Professionals

In 2026, a strong digital presence is no longer a luxury—it’s a primary driver for how new clients discover and engage with independent financial p…

Guide to Lifetime Withdrawal Benefit Strategies for Independent Financial Professionals

Imagine one of your long-standing clients, recently retired, sitting across from you with a simple but critical question: “Wi…

How to Run Insurance Planning Webinars for Independent Financial Advisors

As digital education becomes a business necessity, running compliant, strategic insurance planning webinars is one of the most effective ways to demonstrate e…

Retirement Benefits for Government Employees: 2026 Guide

Many clients assume all government employees have guaranteed retirements for life, regardless of changes in laws or economic ups and downs. But as an independent financial professional, you know the real story is more nuanced.

Retirement Benefits for Government E…

IMO Benefits: 2026 Growth Strategies for Advisors

What Is an IMO?

Independent Marketing Organizations (IMOs) continue to shape the insurance and financial services landscape, especially as we move t…

Federal Employee Marketing: Pros & Cons for Independent Advisors in 2026

Introduction

As the landscape shifts, more advisors are evaluating the promise and pitfalls of federal employee marketing—a sector with unique challe…