Vid 1: Using LinkedIn Search to build your List of 20

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November 10, 2018

Vid #1: Using LinkedIn Search to build your List of 20 – Financial advisors will learn to do what their competition is most likely in the dark about – how to use the search and filter functions in LinkedIn to find really good prospects to put on your List of 20. The end result is […]

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Podcast

Ep 9: Communicating to Influence with Steve Sanduski

As financial advice becomes more automated, how do you justify your (higher-priced) value as a human being? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.

July 20, 2018