This is what you should be doing every 3 months to keep your LinkedIn account well maintained. #1 Downloading of contacts See video below. You should have a record of everyone you are connected to. This way, if your account were to someone get erased you could construct it. Watch this video to learn how […]
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
