Should financial advisors ask their clients for Google Reviews?
Question from a subscriber: “Should I spend some time asking my clients for Google Reviews? There is one ‘advisor’ I know who has 30 FINRA disclosures
May 31, 2024
Day: May 31, 2024
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“Should I use a website pop up to get people to sign up for my newsletter?”
Question from a follower: “Should I use a website pop up to get people to sign up for my newsletter?” There is no clearer way I
May 31, 2024
Should financial advisors use Copilot?
Question from a follower: “Should I use Microsoft Copilot? Should I use Perplexity AI to create meeting agendas and checklist?” There is no clearer way to
May 31, 2024
Tips for financial advisors who want to get bigger clients!
Question from a follower: “I’m sick of working with small accounts. I want to get bigger clients but I don’t know how.” Before I answer this,
May 31, 2024
Stop committing these financial advisor wardrobe mistakes!
Today’s daily tip: Financial advisors should avoid any and all wardrobe mistakes that compromise purity. Real talk: People will never ever say it, but they absolutely
May 31, 2024
Vid 103: Calling on corporate executives on LinkedIn
If you are calling on corporate executives on LinkedIn: Pick 2-3 large companies within a 30 minute drive of your house. Learn the benefits at these companies. You may have to volunteer to do a couple of free 401k plan reviews. Create one posting a month about the most intriguing aspect of these benefit plans, […]
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May 31, 2024
