Aug 1, 2019
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...
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 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...
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....
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