by angelina | Aug 1, 2019 | Blog, Business Owners, E-Newsletter, Family, Financial Marketing, Financial Planning, Individuals, Lead Generator, social media, Websites
Summer is a great time to work “on” the business, usually client activity is a little quieter and the quietness can help you move towards your goal of growing your business. I’ve spent over 15 years of my career working with advisors and helping them grow their...
by angelina | Apr 17, 2019 | Blog, Financial Marketing, marketing, social media
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...
by angelina | Apr 15, 2019 | 2019 Only, Blog, Estate Planning, Family, Financial Marketing, Lead Generator, marketing, social media
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...
by angelina | Feb 18, 2018 | Advisors, Blog, Financial Marketing, Lead Generator, Technology, Websites
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...
by angelina | Feb 4, 2018 | advisor events, Blog, Financial Marketing, marketing, social media, Websites
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...
