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7 Ways Social Media Can Make You Smarter

Social media, financial advisors

  Last year, I explored the land of Twitter for the first time in my life. Like many skeptical financial advisors, I didn’t see the point. Twitter [among an exhaustive list of other social media platforms] seemed like another technological creation to add to the clutter. Regardless of my first impressions, I tossed my inhibitions out […]

Doing What You Said You Would

Are you doing what you said you would do for your clients? If yes, this may be the real reason clients don’t refer you as much as they should. Simply put, it’s quite possible that you’re not getting the referrals you deserve because you are doing exactly what you said you would do. And although […]

4 Reasons Financial Advisors are Well Equipped for SEO

SEO Financial Advisors

  There are a lot of factors that go into creating successful SEO campaigns, as they require a great deal of knowledge and effort. As a financial advisor, you’re already ahead of the game! Why? Because creating a successful SEO strategy is not much different than creating a successful financial plan for a client—the same principles […]

How Social Financial Advisors Can Adapt to LinkedIn's New Redesign

dell_linkedin

For those of you that have noticed the sleek, new LinkedIn design—don’t be alarmed! In an attempt create a better LinkedIn experience and to make important information more prominent, the business-oriented platform has made several aesthetic changes on both personal and company pages. Here is an overview of the changes and what you can do to […]