There are several aspects of LinkedIn that apply to Facebook prospecting for financial advisors.Use the tagging function. On Facebook the words in the person’s ID are separated by periods instead of hyphens as is the protocol on LinkedIn. Facebook groups are very social. Talk and behave as a normal person not as a financial advisor. […]
Financial Advisor Marketing
“How to tell prospect they’re not a fit?”
Keep it brief. Make it about the opportunity – not the rejection.
June 21, 2024
