Harness the Marketing Power of the Financial Advisor LinkedIn Summary
Your advisors meet new prospects every day. Fifteen years ago you would have told them to give each new contact a business card, but now your advice has changed. The best advice to give to advisors who will be connecting with new prospects? Work on your financial advisor's LinkedIn summary! The…
LinkedIn Marketing for Financial Advisors
Harnessing the Power of LinkedIn for Financial Advisors According to a Putnam Investments survey, around 80 percent of advisors find new clients using social media sites, and, on average, those new client pickups added nearly $4.9 million in assets. Social media continues to grow as one of the most…
4 Things You’re Doing Wrong on Social Media
Why is it that with marketing, you never quite know if you're doing it right? Like many elements of business, sometimes you just have to try, test, see results, and adjust as needed. On our blog, we talk a lot about tips for improving your social media presence, following, content, and likability.…
What a 120-Year-Old Soap Brand Can Teach You About Social Branding
By Craig Faulkner (follow his new podcast here) A few months ago, my wife, Marilyn, and I went to Death Valley for the weekend. I had always wanted to see Death Valley, and we weren’t disappointed. It’s a fascinating place, boasting both the lowest elevation in the northern hemisphere (282 feet…
5 Marketing Tactics You Can Still Accomplish in 2016
Many of us set big resolutions at the beginning of the year, only to fall short come December. We understand. We get busy and run out of time to get everything done. If you fell behind in your marketing - or are just looking for a few last-minute tactics you can check off your list - here are five…
How Can I Use LinkedIn Other Than Just Connecting with People?
LinkedIn is arguably the best social media platform for advisors, as it's catered to professionals. If you regularly use it, you can expand your network and reach new prospects. Many people don't realize just how much you can do on LinkedIn. To see success, you have to do more than create a profile…
The 101 on LinkedIn Sales Navigator
Generating leads and pushing sales through the sales funnel are every business’ main concerns. As marketing efforts get more complex, including digital, outbound, and organic marketing, this sales funnel gets increasingly convoluted. But what if there was a way to attract qualified leads more…
FMG Suite Helps Advisor Make One of LinkedIn’s Best Profiles
We're lucky to work with some amazing financial advisors who are big advocates of what we do and the time and money we save them with their marketing. One such advisor is Kelly Welker of Renaissance Wealth Management Group of Texas. JP Morgan developed an infographic about Kelly's social media…
3 Ways Financial Advisors Can Advertise on LinkedIn
While many service professionals may think of LinkedIn as merely a place to house their online resume, it can serve as a much more dynamic social media. You can create a business page, post your own blog posts, and share content from people that you follow. In addition to using LinkedIn to grow…
How to Start a Successful LinkedIn Group
In April’s Live Video Broadcast, 3 Keys to Successful Social Marketing, we touched on how service professionals can use LinkedIn to grow their network. While a lot of users view LinkedIn as simply an online business card, the site has much more functionality. One of the key features of…