Remember if you want to set yourself apart, you have to swing the ax harder than the next person. Show the prospect you are more organized and thoughtful by using this template series below. Here is what to do after a prospect agrees to meet. Don’t just agree to meet with them the next day. […]
Here are six tips about how to make charts and graphs for social media apps such as LinkedIn, Facebook, Instagram, and Twitter. This video features a membership webinar we did in July 2021 featuring Lance Roberts of Real Investment Advice. Lance has 38k followers on Twitter at the time of this video being made, and […]
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 […]
In this podcast/blog I discuss the question of should financial advisors use SmartAsset and other lead services. But before we get into it, for those
The first line on LinkedIn, meaning the first line of your LinkedIn post or the first line of your LinkedIn message, is responsible for 99% of the success. If you aren’t doing well on LinkedIn, revisit your first lines because that is probably where the issue is. You need killer first lines in your posts […]
In today’s show we have Steve Wershing, President of the Client Driven Practice, to talk about financial advisor client feedback. We’ll talk about whether or
Here are three reasons that appointment setting for financial advisors is crap, and you should probably avoid engaging with these services. It’s a lousy way
How hard is it to be a financial advisor? A lot of people pursue this career because once you get established it is a very
In this blog, I’m going to discuss financial advisor follow up emails that rock, and present a sample script you can follow if you are
This blog/video talks about how to create a LinkedIn engagement pod. You want to get discussions going on your postings as much as possible, because that is the type of behavior that LinkedIn rewards. How you do that? There is a series of steps you need to follow, and they must be done with precision […]
