The Power of The LinkedIn Summary

Your advisors meet new prospects every day. Fifteen years ago you would have told them to prepare for each new contact by creating and distributing professional business cards, but now your advice has changed. The best advice to give to advisors who are going to be connecting with new prospects?…

How to Use Social Media for Seminars

When most advisors think of giving a presentation they envision this: a large banquet hall, setting up 100 chairs and that lingering fear that something might go wrong with the slides! In the past you’ve taught advisors how to present in these large group settings, now your job will be teach your…

How Advisors Can Use LinkedIn Groups as a Business Building Tool

LinkedIn is the one social site that is really geared toward the business sector. A recent survey showed that 61% of advisors who used LinkedIn had found at least one client there. LinkedIn has several great tools for networking: one is LinkedIn Groups. Encourage advisors to join a few of the many…

Do Facebook Pages Replace the Need for a Website?

Most financial advisors have a website, and many are now creating a Facebook page as well. As I meet with home offices and introduce the idea of social media marketing, the question naturally arises: "Does an effective Facebook page replace the need for an advisor website?" That is a great…