Vid 63: Searching your LI connections made easy!

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Many of you have qualified prospects and COIs in your LinkedIn connection base; however it is hard to be aware of them because youโ€™d have to search and scroll which can get overwhelming. Here is an easy way.The List of 20 is dynamic, not static. If somebody is not responding, get them off the list […]

To access this post, you must purchase Membership Prime Portal.

Any questions? Send 'em in!

RELATED POSTS

Practice Management

Is it Okay for Financial Advisors to Swear in Front of Clients?

Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and thatโ€™s a big โ€œifโ€), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.

Read More ยป
Practice Management

Is it Okay for Financial Advisors to Cry in Front of Clients?

Iโ€™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.

Read More ยป
Uncategorized

7 Signs Your Financial Planning Website Is Outdated – Guest Post

We get asked the question a lot โ€“ โ€œDoes my website need to be updated?โ€ If you havenโ€™t touched your website in a year or more then itโ€™s likely likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past itโ€™s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.

Read More ยป