Author: saragrillo

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Vid 88: How financial advisors can get referrals from clients using LinkedIn

In this video I talk about the process of nurturing relationships with the active connections of your clients on LinkedIn to eventually lead to new clients. The question of how financial advisors can get referrals from clients using LinkedIn is a bit of a misnomer. The techniques in this blog aren’t to get a “referral” …

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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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