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Innovative ideas for harnessing the power of social media

Posted on April 26, 2023 by Monty George

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...

Posted in Marketing | Tagged marketing, Social Media | Comments Off on Innovative ideas for harnessing the power of social media

Building rapport remotely

Posted on April 24, 2023 by mdrtadmin

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...

Posted in Advising Clients | Tagged client communication, Round the Table, Social Media, technology | Comments Off on Building rapport remotely

5 innovative ideas to connect better with clients and prospects

Posted on January 9, 2023 by Monty George

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...

Posted in Marketing | Tagged referrals, Social Media | 2 Comments

3 simple tips for compelling marketing on social media

Posted on October 10, 2022 by Monty George

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...

Posted in Marketing | Tagged marketing, Social Media | 1 Comment

Stop cold calling and attract prospects through social media

Posted on July 15, 2022 by Monty George

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...

Posted in Marketing | Tagged prospecting, Social Media | Comments Off on Stop cold calling and attract prospects through social media

5 favorite ideas from the Annual Meeting

Posted on July 11, 2022 by mdrtadmin

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...

Posted in Advising Clients | Tagged Annual Meeting, referrals, Social Media | Comments Off on 5 favorite ideas from the Annual Meeting

Easy ideas for guiding prospects to become clients

Posted on May 23, 2022 by Monty George

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...

Posted in Advising Clients | Tagged Sales idea, Social Media, YouTube | 1 Comment

How to use social media for referrals

Posted on January 31, 2022 by Antoinette Tuscano

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...

Posted in Marketing | Tagged prospecting, referrals, Social Media | 2 Comments

Encouraging clients to post about you on social media 

Posted on September 16, 2021 by wschmeiser

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...

Posted in Marketing | Tagged marketing, mdrt podcast, Productivity Action Plan, Social Media, technology | 2 Comments

Avoid the 5 biggest LinkedIn blunders

Posted on May 12, 2021 by Antoinette Tuscano

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...

Posted in Marketing | Tagged Social Media | 1 Comment

How to effectively leverage social media

Posted on March 26, 2021 by wschmeiser

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...

Posted in Marketing | Tagged marketing, MDRT, Social Media | 1 Comment

Why you should look at two types of ROI

Posted on February 1, 2021 by Antoinette Tuscano

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,...

Posted in Marketing | Tagged communication, Social Media | Comments Off on Why you should look at two types of ROI

How social media helps clients find you

Posted on May 13, 2019 by wschmeiser

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...

Posted in Marketing | Tagged Social Media | 1 Comment

Questions to ask about your social media policy

Posted on October 2, 2017 by wschmeiser

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...

Posted in Marketing, MDRT | Tagged facebook, linkedin, marketing, MDRT, mdrt blog, Social Media | Comments Off on Questions to ask about your social media policy

Gather the community through social media

Posted on October 28, 2016 by wschmeiser

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...

Posted in Marketing, MDRT, Social media | Tagged marketing, MDRT, Social Media | Comments Off on Gather the community through social media

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