It's official…the Cloud is here, and it's not new anymore. The other week, I embarked on an ambitious project, one which I have tried every now and again over the past ten years and which has invariably proved to be a fool’s errand: create the elusive “unified calendar”. By that I mean a calendaring system […]
The Financial Advisor’s Guide to LinkedIn – Part 5: Prospecting: The 3 Most Effective Strategies
August 23, 2011 by
As a financial advisor, you likely spend a fair amount of time trying to get referrals and prospecting for new clients. While LinkedIn is a social networking site, you can also strategically use it as a way to prospect and generate new clients. As the following statistics show, LinkedIn users are a very attractive group […]
Two Ways to be an Approachable Expert Online
August 16, 2011 by
When searching for someone to do my taxes last year, I looked for three things: an expert, someone trustworthy, and someone I could easily approach. As a financial advisor, you don’t have to be everyone’s best friend, but it’s helpful for your clients to be able to find and connect with you in multiple ways […]
5 Ways to Get More Referrals Now
August 2, 2011 by
1. Write a blog post (try to keep it under 500 words) about a topic that your clients find valuable. For example, if you focus on Gen Y clients you may want to give them tips on how to start saving to purchase a house. At the end of the post put in share […]
How are Advisors Using the iPad for Business? (Survey Results)
July 26, 2011 by
I can’t attend an event without noticing someone using an iPad. Case in point: an opening where a fellow photographer used her iPad to take pictures at the gallery. And, an executive roundtable I attended the next day where I spotted marketers taking notes with their iPads. It’s no secret that many financial advisors have also jumped on […]
