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...
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...
Dec 13, 2017
Winter holidays can be crazy-busy times… That’s why we’ve put together a free social media to post about: Holiday Hours Happy Holidays Christmas 2018 New Year Just trying to make life a little easier....
Nov 21, 2017
Client appreciation events make clients feel appreciated, and appreciated ones are more likely to stick around. Arranging client appreciation events is important for financial advisors as they help them in getting more referrals from a strong and more loyal client...
Be the Trusted Advisor Dismiss
