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If you are planning on doing some serious LinkedIn prospecting (or research) it’s never a bad idea to switch your profile over to anonymous. This feature hides your identity from the profiles you’ve viewed. Most advisors don’t realize they c...
Years ago, when advisors initially created their LinkedIn accounts, many were liberal when it came to connections. They accepted requests from anyone who wanted to connect. This included competitors, shallow acquaintances, and more.
As L...
Many brokerage firms are starting to offer hybrid accounts to their clients—which combine advisory with self-directed capabilities. But advisors aren’t afraid of it.
If you are a promotional machine on social networks, you are driving your connections away. If you are sharing irrelevant content, your connections are becoming numb to your message. Both are damaging your social relationships.
The righ...
The mass affluent aren’t worth a planner’s time, right? New technology is upending that assumption and opening up entire new markets to forward-thinking advisors.
How to avoid getting into the “Social Media Hall of Shame?” Keep your social media presence alive, active and consistent. It tells clients you can stick to a plan.
