This video talks about the “see more” function on social media and what financial advisors need to do so that their message doesn’t get cut off by it. On your LinkedIn profile and your LinkedIn posts, you will notice there is a phrase about three lines down that says “see more.” You want to make […]
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
