Once you get someone’s attention on LinkedIn, how do you then get the person to recognize what you are doing and take a meeting with you? Here’s one idea about how to do that using video.
Practice Management
What Rich Clients Really Want vs. What Financial Advisors Say = Total Disconnect
The results of this case study imply that most financial advisors have a long way to go before they are able to position themselves as attractive to affluent individuals. Read on to learn if you fall into the “out” group and if so, what you should do.
August 24, 2017
