Swag like Swedroe: Communication Tips from an Investment Thought Leader
What can I say, he’s got swag. And here’s what you can learn from him if you are an investment professional looking to stop being
February 7, 2019
Author: saragrillo
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Vid 11: How to Find and Message Business Owners on LinkedIn
Business owners abound on LinkedIn. You could build a very nice practice by reaching them but you have to say the right thing.
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February 2, 2019
Vid 10 – What to Say When Someone Asks You to Connect on LinkedIn
When someone asks you to connect on LinkedIn, don’t assume you know the reason why. There may be valuable business opportunities waiting to be uncovered. Here’s what to say to these unexpected requests if you want to max out the value of every single relationship possible!
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February 1, 2019
Is the Future of Advisor Software Free?
While the rest of the world offers free software like YouTube, Adobe, Evernote, Spotify, etc., financial services has resisted. Today I’m talking to David Lyon,
January 23, 2019
Using Your CFA Designation to Power Your Private Wealth Practice
Here’s my interview with Bob Dannhauser , head of Private Wealth Management at the CFA Institute, about the special tools that CFA® charterholders have available
January 15, 2019
What’s Risk Got to do With It?
I felt it was important to have a discussion about risk because over and over again in my interviews with my advisor clients, client misunderstanding
January 8, 2019
Vid 9: Four Killer LinkedIn Posts
Check out these killer examples if you think that your social media postings could be doing more for your brand.
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December 18, 2018
Vid 8: The 1, 2, 3 Combo
People often make the mistake of using social media content in isolation with the other aspects of their marketing. Here’s how to combine them in a powerful way that reaches more people.
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December 16, 2018
Vid 7: Rebranding Your LinkedIn Profile for Conversions
So, you did the hard work and successfully got a prospect on LinkedIn to pay attention to you. Now what? Does your profile take the viewer to the next step? Or is it forgettable and boring? Rebrand your LinkedIn profile to get people to take the next step of getting to know you. Here’s how. […]
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December 15, 2018
Blogging and marketing tips from Michael Kitces
Blogging is a valuable tool for financial advisors embracing the digital age, and there has been much ado about it. Yet it is rare for
December 14, 2018
