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...
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...
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...
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...
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...
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...
