Gameshow [Extremely Humorous]

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October 28, 2018

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This month’s gameshow was action packed, featuring judge Vikram Rajan of phoneBlogger.net and contestants Sheryl Garrett of the Garrett Planning Network and Scott Salaske of FirstMetric.

You’ll enjoy the interplay of skill and chance in this episode – but that’s not all. In addition, you’ll learn:

What social media platform do the most US adults earning $75k or more use, according to Hootsuite?
How to meet prospects in an elevator and get them to stay in touch with you
How to engage the millennial children of your clients
How to optimize use of LinkedIn groups
How to engage with COIs on social media

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Resources

Newberry, Christina. (2018, June 11^th). Social Media Advertising 101: How to Get the Most out of Your Budget. Hootsuite. Retrieved from https://blog.hootsuite.com/social-media-advertising/

Pew Research. (2018, February 27^th). Social Media Use in 2018: Use of different online platforms by demographic groups. Pew Research. Retrieved from http://www.pewinternet.org/2018/03/01/social-media-use-in-2018/pi_2018-03-01_social-media_a-01/

Pratt, Sofria. (2015, November 16th). Sourcecon. 10 Big Changes to LinkedIn Groups You Should Know About. Retrieved from https://www.sourcecon.com/10-big-changes-to-linkedin-groups-you-should-know-about/

How to talk to CPAs So They Will Like You

How to Meet Prospects In an Elevator

phoneBlogger.net

Webinar: How to Talk to Millennials so They Actually Listen

Any questions? Send 'em in!

Practice Management

Is it Okay for Financial Advisors to Swear in Front of Clients?

Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.

June 8, 2018

Practice Management

Is it Okay for Financial Advisors to Cry in Front of Clients?

I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.

June 8, 2018

Financial Advisor Lead Generation

Financial advisor office design tips

For financial advisors, getting leads is a brutal task so make it

June 4, 2018

Financial Advisor Marketing

My Take on Michael Kitces’ Opinion of Investopedia Advisor Insights

While I agree with Kitces’ point, I also see a few ideas that this article didn’t mention which are important for advisors to consider if they are creating a digital marketing strategy.

June 3, 2018

Uncategorized

7 Signs Your Financial Planning Website Is Outdated – Guest Post

We get asked the question a lot – “Does my website need to be updated?” If you haven’t touched your website in a year or more then it’s likely likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past it’s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.

May 11, 2018

Gameshow [Extremely Humorous]

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

RELATED POSTS

Is it Okay for Financial Advisors to Swear in Front of Clients?

Is it Okay for Financial Advisors to Cry in Front of Clients?

Financial advisor office design tips

My Take on Michael Kitces’ Opinion of Investopedia Advisor Insights

7 Signs Your Financial Planning Website Is Outdated – Guest Post

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