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
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
