Vid 92: LinkedIn weekly work schedule

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Use this LinkedIn weekly work schedule if you are having trouble getting your LinkedIn work organized for the week. Alot of financial advisors find it really hard to find time to be on LinkedIn given the demands of your job. Never fear, Sara G is here! The good thing is that quality and consistency matter […]

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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 that’s a big “if”), 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.

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Practice Management

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

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