Day: March 22, 2021

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Here are some tips for how to comment on LinkedIn posts strategically so that you can get leads and build your connections.

Vid 87: Commenting on LinkedIn posts strategically

I see a lot of financial advisors focusing their time on LinkedIn on the wrong thing, and the reason I know this is because I see how they are commenting on LinkedIn posts. Please bear in mind that the LinkedIn algorithm is remarkably skilled at sending you more content on the topics that you comment …

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How financial advisors should ask for a testimonial

Vid 86: How to ask for a Client Testimonial the right way

In December 2020, the SEC ruled to allow financial advisors to use testimonials. Here is the ruling. First of all, I want to say this is not legal or compliance advice. Although I have read that May 4th, 2021 is the go live date, I have no idea when this rule will be put into …

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