How can financial advisors improve their prospecting strategies to convert leads into actual clients? Latest wealth prospecting strategies for your practice.
Las Vegas: “I’d love to know what your research says about today’s elite financial advisors,” Jason remarked prior to my presentation, then specifically asked, “I’d love to know what marketing activities they...
Marketing jargon is the quickest way to turn people away from you on social networks, says Crystal Thies, also known as the “LinkedIn Ninja.” Working with advisors and those in other regulated industries, Thies advises her clients to...
Many advisors see LinkedIn as a static webpage. A place they create a profile and let it forever sit like a modern-day yellow page listing. These advisors are missing the point. Getting found on LinkedIn is a living and breathing commitment – ...
This year’s Academy Awards nominees feature a number of fresh faces, including ten actors under 40. While some of these nominees are sure to fade into obscurity, some could join the ranks of the Hollywood elite. These nominations could...
Facebook just turned ten years old. Wow! Does that officially make Facebook a pre-teen? Regardless, we decided to dig deeper into Facebook in our latest research study.
In our 2014 Financial Advisor Social Media Study, we asked advisors what ...
You’re meeting with a prospect and something doesn’t feel right. You can feel their reluctance. Maybe you get the sense they’re holding back information, maybe they answered a question oddly. ...
Memphis: “I don’t disagree with you about the importance of getting social with affluent clients. And your research makes a lot of sense that socializing in affluent circles is a key component to any...
LinkedIn has the ability to be an introduction powerhouse. Letting advisors see “who knows who” and having a business-centric culture – it’s perfect for advisors focused on relationship marketing. We know this...