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Vid 65: Lead Magnet Basics for Financial Advisors

In this video you will learn the basics of what a lead magnet is for financial advisors, how to create a landing page to house the lead magnet, and how financial advisors can use lead magnets to develop their email contact list and get new prospects. It’s important for financial advisors to have a way […]
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Vid 63: Searching your LI connections made easy!

Many of you have qualified prospects and COIs in your LinkedIn connection base; however it is hard to be aware of them because you’d have to search and scroll which can get overwhelming. Here is an easy way. The List of 20 is dynamic, not static. If somebody is not responding, get them off the […]
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Vid 60: Supercalifragilisticexpialidocious way to use the notifications feature

This video talks about how to use notifications on social media as a way to meet new people. If there is an influencer you follow or someone whose postings you like alot, keep an eye out for their next posting in your notifications and try this strategy. This is a commonly overlooked aspect of social […]
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Vid 53: Crisis Communication Guidelines for Financial Advisors

Here are some guidelines for how financial advisors should communicate during a time of crisis. It is applicable to the coronavirus and also applicable to financial advisors who are want to expand their business during trying times such as a market downturn, recession, or any other challenging time of crisis. The following are financial advisor […]
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Vid 47: Tips for Creating Your List of 20

The List of 20 is the foundation for all that you do in your LinkedIn prospecting. Ideally you should start with the people with whom there is some foundation of trust and familiarity. • You may have people in your existing connection base that perhaps you haven’t begun the dialogue with yet. Those people would […]
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Vid 49: Social Media and Newsletter are not like Chalk and Cheese

People often think that social media and email newsletter is a question of one or the other. The truth is that these elements can be very smoothly integrated and cause a huge difference to be made in the effectiveness of both. Newsletter and social media don’t have to be like chalk and cheese. Here are […]
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Vid 37: Facebook Basics

There are several aspects of LinkedIn that apply to Facebook prospecting for financial advisors. Use the tagging function. On Facebook the words in the person’s ID are separated by periods instead of hyphens as is the protocol on LinkedIn.Facebook groups are very social. Talk and behave as a normal person not as a financial advisor. […]
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