Membership Prime Portal Archives

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Vid 94: 3 part template series (send to prospects prior to first meeting)

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. …

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August 5, 2021

Vid 93: How to make charts and graphs for social media apps

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 …

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August 3, 2021

This blog talks about the LinkedIn weekly work schedule that financial advisors should follow if they want to succeed on social media.

Vid 92: LinkedIn weekly work schedule

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 …

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July 17, 2021

The first line on LinkedIn messages and posts means everything! Get killer ones going on!

Vid 91: The first line on LinkedIn means everything

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 …

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July 1, 2021

In this blog and video we talk about how to create a LinkedIn engagement pod.

Vid 90: How to create a LinkedIn engagement pod

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 …

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May 20, 2021

Vid 89: Pre-meeting questionnaire scripts to send to clients

When you set up a meeting with a cold prospect, someone who was referred to you, or even a center of influence, it’s a good idea to send them some questions to answer prior to the meeting. Sending out a questionnaire prior to a meeting accomplishes a few very important things. It reflects a degree …

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May 17, 2021

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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April 30, 2021

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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March 22, 2021

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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March 22, 2021

Vid 85: More LinkedIn posting scripts

This blog provides some scripts you can follow when you post to LinkedIn. Remember, as expressed in Vid 82, you have to vary the type of content, and its format. Don’t post the same looking content each time. You can use these scripts as a template to guide you as you write your posts, but …

Vid 85: More LinkedIn posting scripts Read More »

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March 12, 2021

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Vid 94: 3 part template series (send to prospects prior to first meeting)

Vid 93: How to make charts and graphs for social media apps

Vid 92: LinkedIn weekly work schedule

Vid 91: The first line on LinkedIn means everything

Vid 90: How to create a LinkedIn engagement pod

Vid 89: Pre-meeting questionnaire scripts to send to clients

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

Vid 87: Commenting on LinkedIn posts strategically

Vid 86: How to ask for a Client Testimonial the right way

Vid 85: More LinkedIn posting scripts

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