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Strategic Planning for Financial Advisors

Strategic Planning for Financial Advisors

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...
Optimizing your LinkedIn Profile

Optimizing your LinkedIn Profile

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...
Why does a Financial Advisor need to be on LinkedIn?

Why does a Financial Advisor need to be on LinkedIn?

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...
How to use your website as a tool

How to use your website as a tool

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...
Family Day and Valentine Day’s posts

Family Day and Valentine Day’s posts

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...
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