Apr 17, 2019
When working with financial advisors, a lot of them on LinkedIn, however, their profile isn’t complete or updated so here are some tips to help you get started: Background photo Can you create something eye-catching that has your tagline or contact details, since it’s...
Apr 15, 2019
Let’s face it, social media is totally here to stay, especially LinkedIn. So…the answer to the question “Does a Financial Advisor need to be on LinkedIn?” is a resounding yes. So why does an advisor actually need to be on LinkedIn? Consider these interesting stats...
Feb 18, 2018
Whenever we get started on a website, our first priority is to learn about the advisor’s business. Who are they working with now (their existing clients) and who they would like to work with in the future? ( the goal clients) Once we learn about this, we gear the...
Feb 4, 2018
With a few upcoming holidays, this is a good time to show that financial advisor isn’t all about “finances” which is why we’ve created the following free social media posts about: Valentine’s Day Family Day Oh and another tip, make sure you share some local family day...
Jan 26, 2018
When I get started on a website, I always ask the advisor if they have a bio available.. The answer I usually get is.. “No but I’ll write one up-” and then weeks later it doesn’t happen. But that’s okay, it’s hard to write about yourself, especially when you’re trying...
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