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 […]
Podcast
Ep 10: Join “Team Text Message”
If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.
July 24, 2018
