Your LinkedIn brand is a precious commodity. Think about it. A good client recommends you to their colleague. The knee-jerk reaction of that colleague is to “Google” you. What do they see? Does your LinkedIn profile appear? Your website...
You call that social media? Canned Tweets are boring—not social.
For most advisors looking to grow through acquisition, the thorniest issue is finding the cash to do so. Traditional lenders generally frown on putting up money to help close the purchase of a financial practice, since the practice’s value is ...
Reaching out to the children of clients pays off in big ways.