Day: January 1, 2020

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Vid 45: So you got the meeting…now what?

What do you say when you actually get a meeting with someone you meet through LinkedIn or Facebook? The big mistake many advisors make when they get a meeting online is that they assume you act the same with an online lead than you would act if it were someone you met in person at […]

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Vid 44: Emoji It Up!

As you know, I’m a bigger fan of images than words to convey your point. Try using an Emoji in your messenger communications as well as in your postings. A few words of advice would be:The more informal emojis such as hearts, etc. should be used cautiously as it may be misinterpreted by the recipient. […]

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