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5 LinkedIn Mistakes Financial Advisors Make

5 LinkedIn Mistakes Financial Advisors Make

by Eric | Oct 21, 2020 | Financial Advisor, LinkedIn, Sales

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

5 LinkedIn Myths for Financial Advisors

by Eric | Sep 29, 2020 | Financial Advisor, LinkedIn, social media

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...
Growing Your Business in a Virtual World

Growing Your Business in a Virtual World

by Eric | May 28, 2020 | Financial Advisor, Sales, technology

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

Financial Advisors: Your World Has Changed Forever

by Eric | May 27, 2020 | Financial Advisor, Sales, technology

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...
Cyber Security for Financial Professionals: Getting Started

Cyber Security for Financial Professionals: Getting Started

by Eric | Oct 21, 2019 | Cyber Security, Financial Advisor, Uncategorized

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...
Capital One: Another Hack for Financial Services

Capital One: Another Hack for Financial Services

by Eric | Aug 2, 2019 | Cyber Security, Financial Advisor, technology

Financial services was hit with another hack. Capital One was the most recent “victim” (along with thousands of clients) of a security breach. Advisor cyber security, identity theft and consumer privacy awareness continues to develop, and it grows with...
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