While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. A sample from one of the comics Glen Winata...
There’s a reason no one prefers to have a long-distance relationship. The feeling of being in the same room as someone is much different than being separated by a phone...
Why be like every other financial advisor in your area when you can be unforgettable to clients? Try one of these five creative and fun ideas to showcase your personality...
Up until recently, I didn’t consider myself particularly social media savvy. After all, five years ago I didn’t even have an Instagram account. So, I never thought it was possible...
For some of the people you’re calling, you’re creating a negative experience. It’s not personal. A telecommunications company surveyed thousands of young people and found that 81% of respondents feel...
Try these ideas from the 2022 MDRT Annual Meeting speakers about referrals, communications and marketing. 1) Give the referral process a push One of the reasons good clients don’t give referrals is...
Prospects won’t buy when they believe a financial advisor is selling. If, however, a financial advisor can guide prospects toward creating a financial plan that accomplishes their goals, they will...
When used correctly and with some patience, social media can help you find clients. Here’s how this works for me. I find my clients who are most active on social media...
I’m not from this community. We’ve been here about 14 years, so when we got here, I didn’t know anybody. It’s taken time, but once you build those relationships in...
LinkedIn, with more than 575 million users, is a digital gold mine. Nearly half of those are active users who are posting about their careers, networking and sharing expertise and...
Did you know that 90 million senior-level influencers and 63 million decision-makers use LinkedIn? Here are two effective social media tips you can implement immediately to amplify your brand exposure...
Many businesses focus on ROI: return on investment. However, when they don’t get the immediate monetary results they desire, they begin to pull away from marketing. There is another side,...
Like many people, I started off not knowing much about Twitter. I gave it a try though, and it paid off by bringing one of my biggest clients to me. In...
In modern society, social media is unavoidable. But beyond how much you do or don’t use platforms like LinkedIn and Facebook to connect with clients, how much have you considered...
Whether or not you use social media to advance your practice, it can be an effective tool to inform people about community involvement, said Robert Anthony Gillespie, CLU, ChFC, a...
