5 LinkedIn Mistakes Financial Advisors Make
No one is perfect, and everyone makes mistakes. However, the LinkedIn mistakes financial advisors make directly affect their income and the assets of their clients. Ouch! Social media is ripe with the opportunity to build relationships with the ideal client. LinkedIn...
5 LinkedIn Myths for Financial Advisors
More than 80% of financial advisors use social media for business, and 95% use LinkedIn. I can't believe the number is less than 110%! Ok, so that's not entirely possible, but I am surprised at any LinkedIn number less than 100%. While most financial professionals...
Growing Your Business in a Virtual World
Sales has changed forever. Not every business, brand and company is going to survive the changing landscape. Top salespeople are going to adapt, and they are going to use technology to accelerate growth. Growing your business in these uncertain times is not easy, and...
Financial Advisors: Your World Has Changed Forever
In January 2020, my profit plan called for me facilitate 3 - 5 meetings per month. My 2020 revenue would dwarf my 2018 and 2019 numbers. Then everything changed. Presentations were postponed or cancelled. Financial advisors, wholesalers and account executives are used...
What to do When Webinars Go Wrong
I pride myself on being a pretty good presenter on stage and online. I engage with the audience. Ask questions throughout the presentation. And I use visual aids that are stimulating, engaging and humorous. However, webinars are a different animal. When webinars go...
Zoom vs. Skype vs. Webex
I've been using Zoom for meetings and webinars for more than 3 years. Scientifically Speaking hosts webinars on cyber security, LinkedIn and mobile technology every Friday for financial professionals and wealth managers. As people around the world have begun to work...
5 Reasons Webinars are Great for Sales
Most of my clients are working from home these days. Face to face meetings and large group presentations have been replaced with webinars and conference calls. Scientifically Speaking has been hosting webinars for our clients for 3 years. We train professionals on...
What is Two Factor Authentication?
Cyber security and id theft experts suggest people user two factor or multi-factor authentication, but what is it? It is built into Facebook, LinkedIn and Twitter. Passwords are nice, but a lot of people use weak passwords, and they reuse the same passwords for all of...
Identity Theft 101: For Advisors and their Clients
If North Korea or the CIA wants to get access to your bank account or credit card, they are going to do it. The average person cannot stop a nationstate from hacking their accounts. Don't fret! Identity Theft 101 steps can help prevent many of the common hacks,...
Danger: Apps that Track Your Location
I spoke with an employee once and who said he refuses to pay for apps. I told him he is paying with another currency: information. Many of the apps we use track our location - down to the foot. Google Maps and Waze use this information to help us navigate traffic...
5 Simple Cyber Security Terms
Cyber security understanding is critical for professionals and consumers. A basic understanding of cyber security terms is necessary protect your family and assets, a. The good news is that a computer science degree is not necessary. We hear many of these cyber...
Cyber Security for Financial Professionals: Getting Started
October is cyber security month, and financial professionals should take note. Advisor cyber security is critical to protecting people, property and assets under management. Terms like phishing, malware, ransomeware and social hacking are common in the news and...