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Vid 81: Get a rocking financial advisor LinkedIn title

In this video I show two examples of good financial advisor LinkedIn titles. Having a good financial advisor LinkedIn title is important because it adds power to your LinkedIn page. It will help you set yourself apart, have a stronger brand, and attract more attention. Don’t use the same boring old cliches like “Helping my […]

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Vid 78: The Slider/PDF upload posting

In this piece I discuss a valuable LinkedIn tip for financial advisors and financial planners – how to create a slider/PDF upload posting. This is very useful if you are trying to get information out to people in your news feed so you can attract new clients to your business as a financial advisor or […]

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Vid 77: Financial Advisor LinkedIn Strategy BASICS

Financial advisors who want to get more social media visibility on their posts so they can possibly get new clients should follow this LinkedIn strategy. How the business of LinkedIn works and how that impacts how they treat your posting Know the right time to post Understand the types of engagement that matter, and how […]

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Vid 73: Text only LinkedIn postings

Believe it or not you do not always have to use images or videos in your LinkedIn postings – and this video is going to show you a successful example of why not. There are certain instances in which it is perfectly fine to use a text only LinkedIn posting. The thing that it is […]

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Vid 75: Sequence to use with a Corporate Employee

Focusing on having a niche knowledge of one particular company’s benefits plan will allow you to develop a deeper knowledge and that can help differentiate your brand, make you perceived as having higher value, and set you apart from the other financial advisors.Many financial advisors are calling on the employees of a particular company. If […]

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Vid 74: Advanced messaging for business owner prospects

Business owners tend to be visible on social media and are great targets. Before you approach them, be sure to know everything about their company. Do a Google search, visit their website, check out the Twitter. Get obsessed; they will love it. Their company is often a source of pride to them and especially if […]

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