In this video you will learn about the way to present your name on LinkedIn. Many financial advisors make the mistake of using their formal name because they want to appear more credible. This is really just doing yourself a disservice because then nobody is going to be able to find you if they search […]
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
